Capital Advisory Group Advisory Services’s Meta Platforms (Facebook) META Stock Holding History

Capital Advisory Group Advisory Services’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	–	Sell	-4,972	Closed	-$3.28M	–	99
2025 Q4	$3.28M	Sell	4,972 -58	-1%	-$38.7K	0.97%	28
2025 Q3	$3.69M	Buy	5,030 +128	+3%	+$95.3K	1.15%	19
2025 Q2	$3.62M	Buy	4,902 +21	+0.4%	+$13K	1.3%	18
2025 Q1	$2.81M	Buy	4,881 +42	+0.9%	+$27.1K	1.07%	26
2024 Q4	$2.83M	Buy	4,839 +173	+4%	+$102K	1.02%	27
2024 Q3	$2.67M	Buy	4,666 +84	+2%	+$43.2K	1.06%	27
2024 Q2	$2.31M	Buy	4,582 +518	+13%	+$252K	0.99%	33
2024 Q1	$1.97M	Buy	4,064 +1	+0%	+$446	0.94%	32
2023 Q4	$1.44M	Buy	4,063 +44	+1%	+$14.3K	0.77%	39
2023 Q3	$1.21M	Buy	+4,019	New	+$1.21M	0.68%	45
2023 Q2	–	Sell	-3,529	Closed	-$748K	–	121
2023 Q1	$748K	Buy	3,529 +147	+4%	+$25K	0.45%	64
2022 Q4	$407K	Sell	3,382 -977	-22%	-$115K	0.28%	85
2022 Q3	$591K	Buy	4,359 +366	+9%	+$59.3K	0.41%	67
2022 Q2	$789K	Sell	3,993 -193	-5%	-$37.2K	0.47%	65
2022 Q1	$931K	Sell	4,186 -181	-4%	-$45.2K	0.43%	64
2021 Q4	$1.47M	Sell	4,367 -184	-4%	-$61.1K	0.64%	44
2021 Q3	$1.54M	Sell	4,551 -98	-2%	-$35.3K	0.56%	48
2021 Q2	$1.62M	Sell	4,649 -151	-3%	-$48.4K	0.59%	45
2021 Q1	$1.41M	Sell	4,800 -1,915	-29%	-$516K	0.55%	46
2020 Q4	$1.83M	Buy	6,715 +380	+6%	+$104K	0.77%	35
2020 Q3	$1.66M	Buy	6,335 +193	+3%	+$49.8K	0.86%	29
2020 Q2	$1.4M	Buy	6,142 +2,194	+56%	+$458K	0.78%	32
2020 Q1	$668K	Sell	3,948 -1,698	-30%	-$332K	0.83%	33
2019 Q4	$1.16M	Buy	5,646 +1,609	+40%	+$312K	0.61%	33
2019 Q3	$723K	Sell	4,037 -84	-2%	-$16K	0.48%	33
2019 Q2	$800K	Buy	4,121 +2,297	+126%	+$420K	0.53%	32
2019 Q1	$304K	Buy	1,824 +90	+5%	+$14.3K	0.22%	56
2018 Q4	$227K	Sell	1,734 -2,801	-62%	-$406K	0.18%	65
2018 Q3	$744K	Buy	4,535 +557	+14%	+$101K	0.5%	36
2018 Q2	$771K	Buy	3,978 +496	+14%	+$89.6K	0.56%	28
2018 Q1	$560K	Buy	+3,482	New	+$625K	0.41%	40

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

Capital Advisory Group Advisory Services's META Position: Q1 2026 in Review

Capital Advisory Group Advisory Services sold out of Meta Platforms (Facebook) (META) in Q1 2026, closing a stake of 4,972 shares — an estimated $3.28M sold.

Capital Advisory Group Advisory Services first reported a position in META in Q1 2018 and held it in 31 quarters. The position peaked at $3.69M in Q3 2025. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

Capital Advisory Group Advisory Services reported no remaining Meta Platforms (Facebook) position as of Q1 2026 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 4,972 Meta Platforms (Facebook) shares in Q1 2026, an estimated $3.28M.
Capital Advisory Group Advisory Services first reported a position in Meta Platforms (Facebook) in Q1 2018 and held it in 31 quarters.
Capital Advisory Group Advisory Services's Meta Platforms (Facebook) position peaked at $3.69M in Q3 2025.
5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Capital Advisory Group Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.