CFA
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Cahill Financial Advisors’s Meta Platforms (Facebook) META Stock Holding History

Cahill Financial 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 		$360K Hold
629
– – 0.04% 216
2025
Q4 		$415K Sell
629
-17
-3% -$11.4K 0.05% 197
2025
Q3 		$475K Buy
646
+3
+0.5% +$2.23K 0.05% 180
2025
Q2 		$475K Buy
643
+108
+20% +$66.7K 0.06% 176
2025
Q1 		$308K Buy
535
+8
+2% +$5.16K 0.04% 213
2024
Q4 		$308K Sell
527
-513
-49% -$301K 0.04% 216
2024
Q3 		$595K Buy
1,040
+171
+20% +$88K 0.08% 149
2024
Q2 		$438K Buy
869
+50
+6% +$24.3K 0.06% 182
2024
Q1 		$398K Buy
+819
New +$365K 0.05% 190
2021
Q4 		– Sell
-394
Closed -$134K – 538
2021
Q3 		$134K Buy
+394
New +$142K 0.03% 248
2018
Q1 		– Sell
-2,338
Closed -$413K – 152
2017
Q4 		$413K Buy
2,338
+20
+0.9% +$3.54K 0.21% 103
2017
Q3 		$397K Hold
2,318
– – 0.21% 98
2017
Q2 		$350K Buy
2,318
+377
+19% +$56.1K 0.19% 105
2017
Q1 		$276K Sell
1,941
-50
-3% -$6.68K 0.16% 107
2016
Q4 		$230K Hold
1,991
– – 0.14% 115
2016
Q3 		$256K Hold
1,991
– – 0.17% 107
2016
Q2 		$228K Sell
1,991
-89
-4% -$10.3K 0.16% 111
2016
Q1 		$238K Buy
2,080
+50
+2% +$5.28K 0.18% 101
2015
Q4 		$213K Buy
+2,030
New +$209K 0.17% 99
2014
Q2 		– Sell
-4,050
Closed -$244K – 112
2014
Q1 		$244K Sell
4,050
-1,150
-22% -$72.9K 0.21% 93
2013
Q4 		$285K Buy
+5,200
New +$261K 0.25% 86

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

Cahill Financial Advisors's META Position: Q1 2026 in Review

Cahill Financial Advisors held its Meta Platforms (Facebook) (META) position steady in Q1 2026 at 629 shares worth $360K. The position accounts for 0.04% of the portfolio, ranked #216.

Cahill Financial Advisors first reported a position in META in Q4 2013 and has held it in 21 quarters since. The position peaked at $595K in Q3 2024. 5,069 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Cahill Financial Advisors held 629 shares of Meta Platforms (Facebook) worth $360K as of Q1 2026.
  • Cahill Financial Advisors left its Meta Platforms (Facebook) share count unchanged in Q1 2026.
  • Meta Platforms (Facebook) made up 0.04% of Cahill Financial Advisors's portfolio in Q1 2026, its #216 holding.
  • Cahill Financial Advisors first reported a position in Meta Platforms (Facebook) in Q4 2013 and has held it in 21 quarters since.
  • Cahill Financial Advisors's Meta Platforms (Facebook) position peaked at $595K in Q3 2024.
  • 5,069 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Cahill Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.