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Carbahal Olsen Financial Services Group’s Meta Platforms (Facebook) META Stock Holding History

Carbahal Olsen Financial Services Group’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 		$245K Hold
428
– – 0.2% 33
2025
Q4 		$283K Buy
428
+5
+1% +$3.34K 0.22% 32
2025
Q3 		$311K Hold
423
– – 0.25% 29
2025
Q2 		$312K Hold
423
– – 0.27% 27
2025
Q1 		$244K Hold
423
– – 0.23% 32
2024
Q4 		$248K Buy
+423
New +$248K 0.23% 31

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

Carbahal Olsen Financial Services Group's META Position: Q1 2026 in Review

Carbahal Olsen Financial Services Group held its Meta Platforms (Facebook) (META) position steady in Q1 2026 at 428 shares worth $245K. The position accounts for 0.2% of the portfolio, ranked #33.

Carbahal Olsen Financial Services Group first reported a position in META in Q4 2024 and has held it in 6 quarters since. The position peaked at $312K in Q2 2025. 5,069 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Carbahal Olsen Financial Services Group held 428 shares of Meta Platforms (Facebook) worth $245K as of Q1 2026.
  • Carbahal Olsen Financial Services Group left its Meta Platforms (Facebook) share count unchanged in Q1 2026.
  • Meta Platforms (Facebook) made up 0.2% of Carbahal Olsen Financial Services Group's portfolio in Q1 2026, its #33 holding.
  • Carbahal Olsen Financial Services Group first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 6 quarters since.
  • Carbahal Olsen Financial Services Group's Meta Platforms (Facebook) position peaked at $312K in Q2 2025.
  • 5,069 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Carbahal Olsen Financial Services Group's 13F filing for Q1 2026, filed 11 May 2026.