Capstone Investment Advisors
META icon

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

Capstone 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 		$287M Sell
501,000
-134,900
-21% -$86.5M 0.5% 30
2025
Q4 		$420M Buy
635,900
+14,100
+2% +$9.42M 0.82% 22
2025
Q3 		$457M Buy
621,800
+329,100
+112% +$245M 0.85% 18
2025
Q2 		$216M Sell
292,700
-32,000
-10% -$19.8M 0.53% 23
2025
Q1 		$187M Sell
324,700
-917,100
-74% -$592M 0.49% 26
2024
Q4 		$727M Buy
1,241,800
+262,000
+27% +$154M 1.76% 11
2024
Q3 		$561M Sell
979,800
-111,200
-10% -$57.2M 1.71% 10
2024
Q2 		$550M Buy
1,091,000
+189,400
+21% +$92.1M 1.72% 11
2024
Q1 		$438M Sell
901,600
-388,600
-30% -$173M 1.58% 8
2023
Q4 		$457M Buy
1,290,200
+598,100
+86% +$195M 1.37% 13
2023
Q3 		$208M Buy
692,100
+16,100
+2% +$4.85M 0.94% 14
2023
Q2 		$194M Buy
676,000
+61,300
+10% +$15.1M 0.96% 14
2023
Q1 		$130M Buy
614,700
+387,100
+170% +$65.9M 0.66% 13
2022
Q4 		$27.4M Sell
227,600
-103,500
-31% -$12.2M 0.2% 69
2022
Q3 		$44.9M Sell
331,100
-313,900
-49% -$50.9M 0.27% 35
2022
Q2 		$104M Sell
645,000
-735,000
-53% -$142M 0.51% 20
2022
Q1 		$307M Sell
1,380,000
-1,258,100
-48% -$314M 0.84% 15
2021
Q4 		$887M Buy
2,638,100
+59,900
+2% +$19.9M 1.48% 11
2021
Q3 		$875M Buy
2,578,200
+63,900
+3% +$23M 1.73% 8
2021
Q2 		$874M Buy
2,514,300
+750,200
+43% +$241M 1.98% 6
2021
Q1 		$520M Buy
1,764,100
+134,200
+8% +$36.1M 1.53% 9
2020
Q4 		$445M Buy
1,629,900
+55,700
+4% +$15.3M 1.49% 11
2020
Q3 		$412M Buy
1,574,200
+261,900
+20% +$67.5M 2.11% 7
2020
Q2 		$298M Buy
1,312,300
+870,200
+197% +$182M 1.97% 9
2020
Q1 		$73.7M Sell
442,100
-648,900
-59% -$127M 1.19% 10
2019
Q4 		$224M Buy
1,091,000
+314,700
+41% +$61M 1.21% 8
2019
Q3 		$138M Sell
776,300
-22,300
-3% -$4.24M 0.95% 14
2019
Q2 		$154M Buy
798,600
+163,600
+26% +$29.9M 1.12% 11
2019
Q1 		$106M Buy
635,000
+157,700
+33% +$25.1M 0.97% 15
2018
Q4 		$62.6M Buy
477,300
+73,500
+18% +$10.6M 0.77% 20
2018
Q3 		$66.4M Sell
403,800
-422,100
-51% -$76.4M 0.76% 18
2018
Q2 		$160M Buy
825,900
+221,100
+37% +$40M 2.46% 8
2018
Q1 		$96.6M Buy
604,800
+548,100
+967% +$98.4M 1.85% 11
2017
Q4 		$10M Buy
56,700
+50,000
+746% +$8.84M 0.28% 75
2017
Q3 		$1.14M Sell
6,700
-163,100
-96% -$27.2M 0.04% 203
2017
Q2 		$25.6M Buy
169,800
+134,900
+387% +$20.1M 0.7% 38
2017
Q1 		$4.95M Buy
34,900
+3,700
+12% +$494K 0.12% 139
2016
Q4 		$3.59M Buy
31,200
+29,400
+1,633% +$3.61M 0.11% 176
2016
Q3 		$230K Buy
+1,800
New +$223K 0.01% 659
2016
Q1 		– Sell
-17,300
Closed -$1.81M – 724
2015
Q4 		$1.81M Sell
17,300
-10,000
-37% -$1.03M 0.05% 172
2015
Q3 		$2.45M Sell
27,300
-73,700
-73% -$6.76M 0.06% 178
2015
Q2 		$8.66M Sell
101,000
-30,000
-23% -$2.45M 0.12% 141
2015
Q1 		$10.8M Sell
131,000
-83,500
-39% -$6.54M 0.18% 107
2014
Q4 		$16.7M Sell
214,500
-891,700
-81% -$68.2M 0.24% 78
2014
Q3 		$87.4M Sell
1,106,200
-559,400
-34% -$41M 0.99% 17
2014
Q2 		$112M Sell
1,665,600
-130,800
-7% -$8.05M 1.47% 7
2014
Q1 		$108M Buy
1,796,400
+1,064,400
+145% +$67.4M 1.38% 11
2013
Q4 		$40M Sell
732,000
-199,100
-21% -$10M 0.44% 26
2013
Q3 		$46.8M Buy
931,100
+769,600
+477% +$28.6M 0.47% 34
2013
Q2 		$4.01M Buy
+161,500
New +$4.14M 0.04% 166

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

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

Capstone Investment Advisors reduced its Meta Platforms (Facebook) (META) stake by 31% in Q1 2026, selling an estimated $96.1M and leaving 339,072 shares worth $194M. The position accounts for 0.34% of the portfolio, ranked #44.

Capstone Investment Advisors first reported a position in META in Q2 2013 and has held it in 48 quarters since. The position peaked at $323M in Q4 2025. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Capstone Investment Advisors held 339,072 shares of Meta Platforms (Facebook) worth $194M as of Q1 2026.
  • Capstone Investment Advisors sold 150,023 Meta Platforms (Facebook) shares in Q1 2026, an estimated $96.1M.
  • Meta Platforms (Facebook) made up 0.34% of Capstone Investment Advisors's portfolio in Q1 2026, its #44 holding.
  • Capstone Investment Advisors first reported a position in Meta Platforms (Facebook) in Q2 2013 and has held it in 48 quarters since.
  • Capstone Investment Advisors's Meta Platforms (Facebook) position peaked at $323M in Q4 2025.
  • 5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.