Birinyi Associates’s Meta Platforms (Facebook) META Stock Holding History

Birinyi Associates’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	$421K	Sell	735 -75	-9%	-$48.1K	0.11%	50
2025 Q4	$535K	Sell	810 -4,205	-84%	-$2.81M	0.13%	47
2025 Q3	$3.68M	Buy	5,015 +3,775	+304%	+$2.81M	0.94%	21
2025 Q2	$915K	Sell	1,240 -400	-24%	-$247K	0.27%	36
2025 Q1	$945K	Buy	1,640 +150	+10%	+$96.8K	0.31%	35
2024 Q4	$872K	Hold	1,490	–	–	0.24%	37
2024 Q3	$853K	Hold	1,490	–	–	0.24%	40
2024 Q2	$751K	Hold	1,490	–	–	0.23%	41
2024 Q1	$724K	Hold	1,490	–	–	0.24%	40
2023 Q4	$527K	Sell	1,490 -960	-39%	-$313K	0.19%	43
2023 Q3	$736K	Buy	2,450 +750	+44%	+$226K	0.29%	37
2023 Q2	$488K	Buy	+1,700	New	+$419K	0.18%	43
2022 Q4	–	Sell	-2,100	Closed	-$285K	–	59
2022 Q3	$285K	Buy	2,100 +500	+31%	+$81K	0.13%	50
2022 Q2	$258K	Hold	1,600	–	–	0.12%	54
2022 Q1	$356K	Sell	1,600 -9,000	-85%	-$2.25M	0.12%	51
2021 Q4	$3.56M	Sell	10,600 -6,300	-37%	-$2.09M	1.12%	16
2021 Q3	$5.74M	Buy	16,900 +3,100	+22%	+$1.12M	1.93%	9
2021 Q2	$4.8M	Buy	13,800 +3,750	+37%	+$1.2M	1.66%	11
2021 Q1	$2.96M	Sell	10,050 -6,000	-37%	-$1.62M	1.13%	16
2020 Q4	$4.38M	Buy	16,050 +1,250	+8%	+$343K	1.62%	9
2020 Q3	$3.88M	Buy	14,800 +6,700	+83%	+$1.73M	1.64%	9
2020 Q2	$1.84M	Sell	8,100 -1,550	-16%	-$324K	0.91%	20
2020 Q1	$1.61M	Sell	9,650 -300	-3%	-$58.7K	0.88%	23
2019 Q4	$2.04M	Sell	9,950 -400	-4%	-$77.5K	0.85%	26
2019 Q3	$1.84M	Buy	10,350 +1,100	+12%	+$209K	0.8%	28
2019 Q2	$1.78M	Hold	9,250	–	–	0.75%	28
2019 Q1	$1.54M	Sell	9,250 -1,750	-16%	-$278K	0.66%	32
2018 Q4	$1.44M	Sell	11,000 -11,850	-52%	-$1.72M	0.72%	28
2018 Q3	$3.76M	Sell	22,850 -2,650	-10%	-$480K	1.34%	16
2018 Q2	$4.96M	Sell	25,500 -5,700	-18%	-$1.03M	1.94%	14
2018 Q1	$4.99M	Sell	31,200 -600	-2%	-$108K	2.03%	13
2017 Q4	$5.61M	Sell	31,800 -250	-0.8%	-$44.2K	2.51%	9
2017 Q3	$5.47M	Buy	32,050 +1,550	+5%	+$259K	2.6%	9
2017 Q2	$4.61M	Buy	30,500 +3,200	+12%	+$476K	2.17%	10
2017 Q1	$3.88M	Sell	27,300 -2,350	-8%	-$314K	1.93%	12
2016 Q4	$3.41M	Buy	29,650 +3,050	+11%	+$375K	1.93%	12
2016 Q3	$3.41M	Hold	26,600	–	–	1.84%	12
2016 Q2	$3.04M	Buy	26,600 +2,850	+12%	+$328K	1.33%	14
2016 Q1	$2.71M	Buy	23,750 +2,000	+9%	+$211K	1.2%	16
2015 Q4	$2.28M	Sell	21,750 -6,603	-23%	-$678K	1.48%	13
2015 Q3	$2.55M	Buy	28,353 +13,303	+88%	+$1.22M	1.11%	15
2015 Q2	$1.29M	Buy	15,050 +2,050	+16%	+$167K	0.88%	24
2015 Q1	$1.07M	Buy	13,000 +1,000	+8%	+$78.3K	0.71%	31
2014 Q4	$936K	Buy	12,000 +3,450	+40%	+$264K	0.42%	43
2014 Q3	$676K	Buy	8,550 +750	+10%	+$55K	0.31%	50
2014 Q2	$525K	Buy	7,800 +4,400	+129%	+$271K	0.24%	59
2014 Q1	$205K	Buy	+3,400	New	+$215K	0.1%	78

Other funds holding META

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Birinyi Associates's META Position: Q1 2026 in Review

Birinyi Associates reduced its Meta Platforms (Facebook) (META) stake by 9.3% in Q1 2026, selling an estimated $48.1K and leaving 735 shares worth $421K. The position accounts for 0.11% of the portfolio, ranked #50.

Birinyi Associates first reported a position in META in Q1 2014 and has held it in 47 quarters since. The position peaked at $5.74M in Q3 2021. 5,069 funds tracked by Wall St. Rank hold META as of Q1 2026.

Birinyi Associates held 735 shares of Meta Platforms (Facebook) worth $421K as of Q1 2026.
Birinyi Associates sold 75 Meta Platforms (Facebook) shares in Q1 2026, an estimated $48.1K.
Meta Platforms (Facebook) made up 0.11% of Birinyi Associates's portfolio in Q1 2026, its #50 holding.
Birinyi Associates first reported a position in Meta Platforms (Facebook) in Q1 2014 and has held it in 47 quarters since.
Birinyi Associates's Meta Platforms (Facebook) position peaked at $5.74M in Q3 2021.
5,069 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Birinyi Associates's 13F filing for Q1 2026, filed 4 May 2026.