Carmel Capital Partners’s Meta Platforms (Facebook) META Stock Holding History

Carmel Capital Partners’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	$889K	Buy	1,553 +350	+29%	+$224K	0.32%	68
2025 Q4	$794K	Buy	1,203 +19	+2%	+$12.7K	0.28%	74
2025 Q3	$870K	Sell	1,184 -44	-4%	-$32.7K	0.37%	66
2025 Q2	$906K	Buy	1,228 +2	+0.2%	+$1.24K	0.32%	68
2025 Q1	$707K	Sell	1,226 -203	-14%	-$131K	0.28%	75
2024 Q4	$837K	Buy	1,429 +8	+0.6%	+$4.7K	0.34%	62
2024 Q3	$813K	Buy	1,421 +1	+0.1%	+$515	0.31%	64
2024 Q2	$716K	Hold	1,420	–	–	0.3%	64
2024 Q1	$690K	Sell	1,420 -13	-0.9%	-$5.8K	0.29%	69
2023 Q4	$507K	Sell	1,433 -431	-23%	-$140K	0.26%	70
2023 Q3	$560K	Buy	1,864 +420	+29%	+$127K	0.25%	73
2023 Q2	$414K	Hold	1,444	–	–	0.21%	74
2023 Q1	$306K	Buy	+1,444	New	+$246K	0.18%	97
2022 Q3	–	Sell	-1,414	Closed	-$228K	–	124
2022 Q2	$228K	Buy	1,414 +100	+8%	+$19.3K	0.21%	100
2022 Q1	$292K	Hold	1,314	–	–	0.24%	88
2021 Q4	$442K	Buy	+1,314	New	+$436K	0.33%	63

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

Carmel Capital Partners's META Position: Q1 2026 in Review

Carmel Capital Partners increased its Meta Platforms (Facebook) (META) stake by 29% in Q1 2026, buying an estimated $224K and bringing the position to 1,553 shares worth $889K. The position accounts for 0.32% of the portfolio, ranked #68.

Carmel Capital Partners first reported a position in META in Q4 2021 and has held it in 16 quarters since. The position peaked at $906K in Q2 2025. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

Carmel Capital Partners held 1,553 shares of Meta Platforms (Facebook) worth $889K as of Q1 2026.
Carmel Capital Partners bought 350 Meta Platforms (Facebook) shares in Q1 2026, an estimated $224K.
Meta Platforms (Facebook) made up 0.32% of Carmel Capital Partners's portfolio in Q1 2026, its #68 holding.
Carmel Capital Partners first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 16 quarters since.
Carmel Capital Partners's Meta Platforms (Facebook) position peaked at $906K in Q2 2025.
5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Carmel Capital Partners's 13F filing for Q1 2026, filed 30 Apr 2026.