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Carr Financial Group’s Meta Platforms (Facebook) META Stock Holding History

Carr Financial 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
2025
Q1 		– Sell
-500
Closed -$293K – 184
2024
Q4 		$293K Buy
+500
New +$293K 0.09% 152

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

Carr Financial Group's META Position: Q1 2026 in Review

Carr Financial Group reduced its Meta Platforms (Facebook) (META) stake by 0.82% in Q1 2026, selling an estimated $7.69K and leaving 1,452 shares worth $831K. The position accounts for 0.22% of the portfolio, ranked #73.

Carr Financial Group first reported a position in META in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.46M in Q2 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Carr Financial Group held 1,452 shares of Meta Platforms (Facebook) worth $831K as of Q1 2026.
  • Carr Financial Group sold 12 Meta Platforms (Facebook) shares in Q1 2026, an estimated $7.69K.
  • Meta Platforms (Facebook) made up 0.22% of Carr Financial Group's portfolio in Q1 2026, its #73 holding.
  • Carr Financial Group first reported a position in Meta Platforms (Facebook) in Q1 2024 and has held it in 9 quarters since.
  • Carr Financial Group's Meta Platforms (Facebook) position peaked at $1.46M in Q2 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Carr Financial Group's 13F filing for Q1 2026, filed 12 May 2026.