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CBIZ Investment Advisory Services’s Meta Platforms (Facebook) META Stock Holding History

CBIZ Investment 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 		$33.3K Sell
58
-304
-84% -$195K ﹤0.01% 105
2025
Q4 		$239K Sell
362
-93
-20% -$62.1K 0.01% 49
2025
Q3 		$334K Buy
455
+53
+13% +$39.4K 0.01% 41
2025
Q2 		$297K Buy
402
+19
+5% +$11.7K 0.01% 42
2025
Q1 		$221K Buy
383
+199
+108% +$128K 0.01% 49
2024
Q4 		$108K Buy
184
+41
+29% +$24.1K 0.01% 70
2024
Q3 		$81.9K Sell
143
-13
-8% -$6.69K ﹤0.01% 78
2024
Q2 		$78.7K Buy
156
+111
+247% +$54K ﹤0.01% 77
2024
Q1 		$21.9K Buy
+45
New +$20.1K ﹤0.01% 167
2020
Q4 		– Hold
0
– – – 98
2020
Q1 		– Hold
0
– – – 92

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

CBIZ Investment Advisory Services's META Position: Q1 2026 in Review

CBIZ Investment Advisory Services reduced its Meta Platforms (Facebook) (META) stake by 84% in Q1 2026, selling an estimated $195K and leaving 58 shares worth $33.3K. The position accounts for ﹤0.01% of the portfolio, ranked #105.

CBIZ Investment Advisory Services first reported a position in META in Q1 2024 and has held it in 9 quarters since. The position peaked at $334K in Q3 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • CBIZ Investment Advisory Services held 58 shares of Meta Platforms (Facebook) worth $33.3K as of Q1 2026.
  • CBIZ Investment Advisory Services sold 304 Meta Platforms (Facebook) shares in Q1 2026, an estimated $195K.
  • Meta Platforms (Facebook) made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #105 holding.
  • CBIZ Investment Advisory Services first reported a position in Meta Platforms (Facebook) in Q1 2024 and has held it in 9 quarters since.
  • CBIZ Investment Advisory Services's Meta Platforms (Facebook) position peaked at $334K in Q3 2025.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.