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Charter Research & Investment Group’s Meta Platforms (Facebook) META Stock Holding History

Charter Research & Investment 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 		$4.34M Sell
7,586
-117
-2% -$75K 2.89% 9
2025
Q4 		$5.08M Sell
7,703
-120
-2% -$80.1K 3.4% 6
2025
Q3 		$5.75M Sell
7,823
-167
-2% -$124K 3.98% 4
2025
Q2 		$5.9M Sell
7,990
-135
-2% -$83.4K 4.4% 3
2025
Q1 		$4.68M Sell
8,125
-8
-0.1% -$5.16K 3.58% 6
2024
Q4 		$4.76M Sell
8,133
-152
-2% -$89.2K 3.63% 3
2024
Q3 		$4.74M Buy
8,285
+39
+0.5% +$20.1K 3.5% 5
2024
Q2 		$4.16M Sell
8,246
-85
-1% -$41.3K 3.28% 7
2024
Q1 		$4.05M Sell
8,331
-15
-0.2% -$6.69K 3.21% 7
2023
Q4 		$2.95M Buy
8,346
+90
+1% +$29.3K 2.45% 12
2023
Q3 		$2.48M Sell
8,256
-160
-2% -$48.2K 2.23% 13
2023
Q2 		$2.42M Sell
8,416
-69
-0.8% -$17K 2% 15
2023
Q1 		$1.8M Sell
8,485
-46
-0.5% -$7.83K 1.58% 20
2022
Q4 		$1.03M Sell
8,531
-322
-4% -$37.8K 0.98% 29
2022
Q3 		$1.2M Sell
8,853
-114
-1% -$18.5K 1.21% 25
2022
Q2 		$1.45M Buy
8,967
+25
+0.3% +$4.82K 1.31% 25
2022
Q1 		$1.99M Buy
8,942
+224
+3% +$56K 1.61% 21
2021
Q4 		$2.93M Sell
8,718
-60
-0.7% -$19.9K 2.31% 12
2021
Q3 		$2.98M Sell
8,778
-178
-2% -$64.1K 2.47% 12
2021
Q2 		$3.11M Sell
8,956
-190
-2% -$61K 2.58% 11
2021
Q1 		$2.69M Sell
9,146
-280
-3% -$75.4K 2.35% 14
2020
Q4 		$2.58M Sell
9,426
-50
-0.5% -$13.7K 2.48% 9
2020
Q3 		$2.48M Sell
9,476
-80
-0.8% -$20.6K 2.72% 10
2020
Q2 		$2.17M Sell
9,556
-10
-0.1% -$2.09K 2.5% 11
2020
Q1 		$1.6M Sell
9,566
-30
-0.3% -$5.87K 2.1% 17
2019
Q4 		$1.97M Buy
9,596
+225
+2% +$43.6K 2% 16
2019
Q3 		$1.67M Buy
9,371
+49
+0.5% +$9.31K 1.81% 18
2019
Q2 		$1.8M Sell
9,322
-320
-3% -$58.5K 2% 16
2019
Q1 		$1.61M Sell
9,642
-80
-0.8% -$12.7K 1.78% 20
2018
Q4 		$1.27M Sell
9,722
-15
-0.2% -$2.17K 1.61% 24
2018
Q3 		$1.6M Sell
9,737
-55
-0.6% -$9.96K 1.75% 19
2018
Q2 		$1.9M Sell
9,792
-315
-3% -$56.9K 2.18% 15
2018
Q1 		$1.61M Sell
10,107
-205
-2% -$36.8K 1.93% 18
2017
Q4 		$1.82M Buy
+10,312
New +$1.82M 2.04% 17
2016
Q3 		$1.61M Sell
12,555
-95
-0.8% -$11.8K 1.89% 23
2016
Q2 		$1.45M Buy
12,650
+140
+1% +$16.1K 1.65% 25
2016
Q1 		$1.43M Buy
12,510
+130
+1% +$13.7K 1.64% 26
2015
Q4 		$1.3M Buy
+12,380
New +$1.27M 1.5% 27

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

Charter Research & Investment Group's META Position: Q1 2026 in Review

Charter Research & Investment Group reduced its Meta Platforms (Facebook) (META) stake by 1.5% in Q1 2026, selling an estimated $75K and leaving 7,586 shares worth $4.34M. The position accounts for 2.89% of the portfolio, ranked #9.

Charter Research & Investment Group first reported a position in META in Q4 2015 and has held it in 38 quarters since. The position peaked at $5.9M in Q2 2025. 5,072 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Charter Research & Investment Group held 7,586 shares of Meta Platforms (Facebook) worth $4.34M as of Q1 2026.
  • Charter Research & Investment Group sold 117 Meta Platforms (Facebook) shares in Q1 2026, an estimated $75K.
  • Meta Platforms (Facebook) made up 2.89% of Charter Research & Investment Group's portfolio in Q1 2026, its #9 holding.
  • Charter Research & Investment Group first reported a position in Meta Platforms (Facebook) in Q4 2015 and has held it in 38 quarters since.
  • Charter Research & Investment Group's Meta Platforms (Facebook) position peaked at $5.9M in Q2 2025.
  • 5,072 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Charter Research & Investment Group's 13F filing for Q1 2026, filed 12 May 2026.