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Cabot Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Cabot Wealth Management’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 		$5.68M Sell
9,920
-557
-5% -$357K 0.65% 49
2025
Q4 		$6.92M Buy
10,477
+20
+0.2% +$13.4K 0.76% 45
2025
Q3 		$7.68M Sell
10,457
-23
-0.2% -$17.1K 0.85% 45
2025
Q2 		$7.74M Buy
10,480
+275
+3% +$170K 0.92% 42
2025
Q1 		$5.88M Sell
10,205
-2,428
-19% -$1.57M 0.75% 45
2024
Q4 		$7.4M Sell
12,633
-332
-3% -$195K 0.94% 41
2024
Q3 		$7.42M Buy
12,965
+101
+0.8% +$52K 0.93% 41
2024
Q2 		$6.49M Buy
12,864
+128
+1% +$62.2K 0.85% 42
2024
Q1 		$6.18M Sell
12,736
-2,796
-18% -$1.25M 0.81% 41
2023
Q4 		$5.5M Sell
15,532
-381
-2% -$124K 0.76% 41
2023
Q3 		$4.78M Buy
15,913
+145
+0.9% +$43.7K 0.73% 43
2023
Q2 		$4.53M Sell
15,768
-478
-3% -$118K 0.68% 44
2023
Q1 		$3.44M Buy
16,246
+9,795
+152% +$1.67M 0.54% 49
2022
Q4 		$776K Sell
6,451
-1,625
-20% -$191K 0.13% 95
2022
Q3 		$1.1M Sell
8,076
-1,108
-12% -$180K 0.19% 89
2022
Q2 		$1.48M Sell
9,184
-290
-3% -$55.9K 0.23% 79
2022
Q1 		$2.11M Buy
9,474
+60
+0.6% +$15K 0.28% 82
2021
Q4 		$3.17M Sell
9,414
-144
-2% -$47.8K 0.4% 66
2021
Q3 		$3.24M Buy
9,558
+1,797
+23% +$647K 0.44% 59
2021
Q2 		$2.7M Sell
7,761
-53
-0.7% -$17K 0.36% 67
2021
Q1 		$2.3M Buy
7,814
+1,128
+17% +$304K 0.32% 69
2020
Q4 		$1.83M Hold
6,686
– – 0.28% 72
2020
Q3 		$1.75M Buy
6,686
+23
+0.3% +$5.93K 0.32% 70
2020
Q2 		$1.51M Sell
6,663
-161
-2% -$33.6K 0.3% 70
2020
Q1 		$1.14M Sell
6,824
-156
-2% -$30.5K 0.27% 73
2019
Q4 		$1.43M Sell
6,980
-11
-0.2% -$2.13K 0.28% 74
2019
Q3 		$1.25M Buy
6,991
+10
+0.1% +$1.9K 0.26% 77
2019
Q2 		$1.35M Buy
+6,981
New +$1.28M 0.28% 75

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

Cabot Wealth Management's META Position: Q1 2026 in Review

Cabot Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 5.3% in Q1 2026, selling an estimated $357K and leaving 9,920 shares worth $5.68M. The position accounts for 0.65% of the portfolio, ranked #49.

Cabot Wealth Management first reported a position in META in Q2 2019 and has held it in 28 quarters since. The position peaked at $7.74M in Q2 2025. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Cabot Wealth Management held 9,920 shares of Meta Platforms (Facebook) worth $5.68M as of Q1 2026.
  • Cabot Wealth Management sold 557 Meta Platforms (Facebook) shares in Q1 2026, an estimated $357K.
  • Meta Platforms (Facebook) made up 0.65% of Cabot Wealth Management's portfolio in Q1 2026, its #49 holding.
  • Cabot Wealth Management first reported a position in Meta Platforms (Facebook) in Q2 2019 and has held it in 28 quarters since.
  • Cabot Wealth Management's Meta Platforms (Facebook) position peaked at $7.74M in Q2 2025.
  • 5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Cabot Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.