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

Clifford 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	$1.49M	Buy	2,599 +230	+10%	+$147K	1.15%	17
2025 Q4	$1.56M	Hold	2,369	–	–	1.21%	16
2025 Q3	$1.74M	Hold	2,369	–	–	1.36%	14
2025 Q2	$1.75M	Sell	2,369 -2	-0.1%	-$1.24K	1.44%	14
2025 Q1	$1.37M	Buy	2,371 +27	+1%	+$17.4K	1.28%	17
2024 Q4	$1.37M	Buy	2,344 +108	+5%	+$63.4K	1.05%	18
2024 Q3	$1.28M	Buy	2,236 +57	+3%	+$29.3K	1%	19
2024 Q2	$1.1M	Hold	2,179	–	–	0.89%	20
2024 Q1	$1.06M	Hold	2,179	–	–	0.87%	21
2023 Q4	$771K	Hold	2,179	–	–	0.71%	23
2023 Q3	$654K	Buy	2,179 +14	+0.6%	+$4.22K	0.71%	26
2023 Q2	$621K	Buy	2,165 +12	+0.6%	+$2.96K	0.67%	34
2023 Q1	$456K	Buy	2,153 +113	+6%	+$19.2K	0.55%	39
2022 Q4	$245K	Buy	+2,040	New	+$240K	0.31%	69

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

Clifford Group's META Position: Q1 2026 in Review

Clifford Group increased its Meta Platforms (Facebook) (META) stake by 9.7% in Q1 2026, buying an estimated $147K and bringing the position to 2,599 shares worth $1.49M. The position accounts for 1.15% of the portfolio, ranked #17.

Clifford Group first reported a position in META in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.75M in Q2 2025. 5,065 funds tracked by Wall St. Rank hold META as of Q1 2026.

Clifford Group held 2,599 shares of Meta Platforms (Facebook) worth $1.49M as of Q1 2026.
Clifford Group bought 230 Meta Platforms (Facebook) shares in Q1 2026, an estimated $147K.
Meta Platforms (Facebook) made up 1.15% of Clifford Group's portfolio in Q1 2026, its #17 holding.
Clifford Group first reported a position in Meta Platforms (Facebook) in Q4 2022 and has held it in 14 quarters since.
Clifford Group's Meta Platforms (Facebook) position peaked at $1.75M in Q2 2025.
5,065 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Clifford Group's 13F filing for Q1 2026, filed 15 May 2026.