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Cohen Investment Advisors’s Meta Platforms (Facebook) META Stock Holding History

Cohen Investment Advisors’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 		$6.1M Buy
10,670
+57
+0.5% +$36.5K 2.9% 10
2025
Q4 		$7.01M Buy
10,613
+249
+2% +$166K 3.22% 8
2025
Q3 		$7.61M Sell
10,364
-9
-0.1% -$6.7K 3.69% 5
2025
Q2 		$7.66M Buy
10,373
+219
+2% +$135K 4% 5
2025
Q1 		$5.85M Buy
10,154
+17
+0.2% +$11K 3.4% 5
2024
Q4 		$5.94M Sell
10,137
-109
-1% -$64K 3.58% 5
2024
Q3 		$5.87M Buy
10,246
+200
+2% +$103K 3.59% 5
2024
Q2 		$3.02M Sell
10,046
-112
-1% -$54.4K 2.42% 10
2024
Q1 		$4.93M Buy
10,158
+142
+1% +$63.3K 3.2% 5
2023
Q4 		$3.55M Sell
10,016
-30
-0.3% -$9.77K 2.61% 7
2023
Q3 		$3.02M Sell
10,046
-541
-5% -$163K 2.42% 10
2023
Q2 		$3.04M Buy
10,587
+146
+1% +$36K 2.44% 8
2023
Q1 		$2.21M Sell
10,441
-82
-0.8% -$14K 1.75% 26
2022
Q4 		$1.27M Buy
10,523
+818
+8% +$96.1K 1.06% 40
2022
Q3 		$1.32M Buy
9,705
+164
+2% +$26.6K 1.21% 38
2022
Q2 		$1.54M Buy
9,541
+348
+4% +$67.1K 1.32% 38
2022
Q1 		$2.04M Buy
9,193
+52
+0.6% +$13K 1.52% 31
2021
Q4 		$3.07M Sell
9,141
-77
-0.8% -$25.6K 2.19% 15
2021
Q3 		$3.13M Buy
9,218
+19
+0.2% +$6.84K 2.4% 8
2021
Q2 		$3.2M Sell
9,199
-557
-6% -$179K 2.49% 8
2021
Q1 		$2.82M Buy
9,756
+569
+6% +$153K 2.29% 15
2020
Q4 		$2.51M Buy
+9,187
New +$2.52M 2.26% 13

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

Cohen Investment Advisors's META Position: Q1 2026 in Review

Cohen Investment Advisors increased its Meta Platforms (Facebook) (META) stake by 0.54% in Q1 2026, buying an estimated $36.5K and bringing the position to 10,670 shares worth $6.1M. The position accounts for 2.9% of the portfolio, ranked #10.

Cohen Investment Advisors first reported a position in META in Q4 2020 and has held it in 22 quarters since. The position peaked at $7.66M in Q2 2025. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Cohen Investment Advisors held 10,670 shares of Meta Platforms (Facebook) worth $6.1M as of Q1 2026.
  • Cohen Investment Advisors bought 57 Meta Platforms (Facebook) shares in Q1 2026, an estimated $36.5K.
  • Meta Platforms (Facebook) made up 2.9% of Cohen Investment Advisors's portfolio in Q1 2026, its #10 holding.
  • Cohen Investment Advisors first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 22 quarters since.
  • Cohen Investment Advisors's Meta Platforms (Facebook) position peaked at $7.66M in Q2 2025.
  • 5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Cohen Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.