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Benchmark Investment Advisors’s Meta Platforms (Facebook) META Stock Holding History

Benchmark Investment Advisors’s Portfolio META Stock Details META Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.12M Buy
+8,947
New +$5.73M 2.98% 7
2025
Q3 		$5.29M Buy
+7,213
New +$5.37M 3.07% 7
2025
Q1 		$5.96M Buy
10,333
+2,993
+41% +$1.93M 3.86% 2
2024
Q4 		$4.3M Buy
7,340
+973
+15% +$571K 2.8% 8
2024
Q3 		$3.64M Buy
6,367
+459
+8% +$236K 2.6% 6
2024
Q2 		$2.98M Buy
5,908
+93
+2% +$45.2K 2.16% 11
2024
Q1 		$2.82M Buy
5,815
+232
+4% +$103K 2.23% 9
2023
Q4 		$1.98M Buy
5,583
+480
+9% +$156K 1.83% 16
2023
Q3 		$1.53M Buy
5,103
+1,348
+36% +$406K 1.55% 22
2023
Q2 		$1.08M Buy
3,755
+240
+7% +$59.2K 0.99% 33
2023
Q1 		$745K Sell
3,515
-240
-6% -$40.9K 0.77% 42
2022
Q4 		$452K Sell
3,755
-4,110
-52% -$483K 0.48% 60
2022
Q3 		$1.07M Sell
7,865
-2,320
-23% -$376K 1.15% 27
2022
Q2 		$1.64M Sell
10,185
-260
-2% -$50.2K 1.71% 19
2022
Q1 		$2.32M Buy
10,445
+514
+5% +$128K 1.75% 11
2021
Q4 		$3.34M Buy
+9,931
New +$3.3M 2.75% 7

Other funds holding META

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Benchmark Investment Advisors's META Position: Q1 2026 in Review

Benchmark Investment Advisors opened a new position in Meta Platforms (Facebook) (META) in Q1 2026: 8,947 shares worth $5.12M. The stake represents 2.98% of the portfolio and ranks #7 among its holdings. This is a return to the name: Benchmark Investment Advisors previously reported a position in META as recently as Q3 2025.

Benchmark Investment Advisors first reported a position in META in Q4 2021 and has held it in 16 quarters since. The position peaked at $5.96M in Q1 2025. 5,069 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Benchmark Investment Advisors held 8,947 shares of Meta Platforms (Facebook) worth $5.12M as of Q1 2026.
  • Meta Platforms (Facebook) was a new Benchmark Investment Advisors position in Q1 2026.
  • Meta Platforms (Facebook) made up 2.98% of Benchmark Investment Advisors's portfolio in Q1 2026, its #7 holding.
  • Benchmark Investment Advisors first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 16 quarters since.
  • Benchmark Investment Advisors's Meta Platforms (Facebook) position peaked at $5.96M in Q1 2025.
  • 5,069 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Benchmark Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.