Covenant Asset Management’s Meta Platforms (Facebook) META Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$11.4M Buy
19,952
+201
+1% +$129K 1.72% 13
2025
Q4
$13M Buy
19,751
+324
+2% +$216K 1.54% 12
2025
Q3
$14.3M Buy
19,427
+2
+0% +$1.49K 1.61% 10
2025
Q2
$14.3M Buy
19,425
+732
+4% +$452K 2.12% 10
2025
Q1
$10.8M Buy
18,693
+74
+0.4% +$47.7K 2.37% 6
2024
Q4
$10.9M Sell
18,619
-1,528
-8% -$897K 1.67% 11
2024
Q3
$11.5M Sell
20,147
-184
-0.9% -$94.7K 1.81% 11
2024
Q2
$10.3M Buy
20,331
+736
+4% +$358K 1.63% 15
2024
Q1
$9.51M Buy
19,595
+10,068
+106% +$4.49M 1.56% 13
2023
Q4
$3.37M Hold
9,527
0.61% 46
2023
Q3
$2.86M Buy
9,527
+38
+0.4% +$11.4K 0.75% 45
2023
Q2
$2.72M Hold
9,489
0.69% 51
2023
Q1
$2.01M Sell
9,489
-72
-0.8% -$12.3K 0.48% 65
2022
Q4
$1.15M Buy
9,561
+2,861
+43% +$336K 0.27% 97
2022
Q3
$909K Sell
6,700
-12,695
-65% -$2.06M 0.26% 93
2022
Q2
$3.13M Sell
19,395
-33
-0.2% -$6.37K 0.99% 31
2022
Q1
$4.32M Buy
19,428
+3
+0% +$750 1.17% 25
2021
Q4
$6.53M Buy
19,425
+264
+1% +$87.6K 1.74% 11
2021
Q3
$6.5M Buy
19,161
+85
+0.4% +$30.6K 1.93% 11
2021
Q2
$6.63M Buy
19,076
+4
+0% +$1.28K 1.97% 10
2021
Q1
$5.62M Sell
19,072
-128
-0.7% -$34.5K 1.75% 9
2020
Q4
$5.25M Sell
19,200
-7,072
-27% -$1.94M 1.73% 10
2020
Q3
$6.88M Sell
26,272
-459
-2% -$118K 2.21% 8
2020
Q2
$6.07M Sell
26,731
-451
-2% -$94.2K 1.34% 13
2020
Q1
$4.53M Sell
27,182
-159
-0.6% -$31.1K 1.37% 10
2019
Q4
$5.61M Sell
27,341
-1,149
-4% -$223K 2.46% 5
2019
Q3
$5.07M Sell
28,490
-196
-0.7% -$37.3K 2.55% 6
2019
Q2
$5.54M Buy
28,686
+1,666
+6% +$304K 2.87% 4
2019
Q1
$4.5M Sell
27,020
-4,136
-13% -$658K 2.37% 9
2018
Q4
$5.12M Hold
31,156
2.58% 5
2018
Q3
$5.12M Sell
31,156
-49
-0.2% -$8.87K 2.58% 5
2018
Q2
$6.06M Buy
31,205
+1,318
+4% +$238K 3.28% 3
2018
Q1
$4.78M Buy
29,887
+512
+2% +$91.9K 2.76% 4
2017
Q4
$5.18M Sell
29,375
-184
-0.6% -$32.5K 3.01% 2
2017
Q3
$5.05M Sell
29,559
-376
-1% -$62.7K 3.08% 2
2017
Q2
$4.52M Buy
29,935
+180
+0.6% +$26.8K 2.89% 2
2017
Q1
$4.23M Sell
29,755
-3,683
-11% -$492K 2.85% 2
2016
Q4
$3.85M Buy
+33,438
New +$4.11M 2.58% 4

Other funds holding META

Covenant Asset Management's META Position: Q1 2026 in Review

Covenant Asset Management increased its Meta Platforms (Facebook) (META) stake by 1% in Q1 2026, buying an estimated $129K and bringing the position to 19,952 shares worth $11.4M. The position accounts for 1.72% of the portfolio, ranked #13.

Covenant Asset Management first reported a position in META in Q4 2016 and has held it in 38 quarters since. The position peaked at $14.3M in Q2 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Covenant Asset Management held 19,952 shares of Meta Platforms (Facebook) worth $11.4M as of Q1 2026.
  • Covenant Asset Management bought 201 Meta Platforms (Facebook) shares in Q1 2026, an estimated $129K.
  • Meta Platforms (Facebook) made up 1.72% of Covenant Asset Management's portfolio in Q1 2026, its #13 holding.
  • Covenant Asset Management first reported a position in Meta Platforms (Facebook) in Q4 2016 and has held it in 38 quarters since.
  • Covenant Asset Management's Meta Platforms (Facebook) position peaked at $14.3M in Q2 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Covenant Asset Management's 13F filing for Q1 2026, filed 14 Apr 2026.