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

CSM 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 		$5.25M Sell
9,174
-17,769
-66% -$11.4M 0.13% 180
2025
Q4 		$17.8M Buy
26,943
+727
+3% +$485K 0.48% 64
2025
Q3 		$19.3M Sell
26,216
-8,063
-24% -$6M 0.54% 54
2025
Q2 		$25.3M Buy
34,279
+1,090
+3% +$674K 0.74% 34
2025
Q1 		$19.1M Sell
33,189
-5,393
-14% -$3.48M 1.04% 21
2024
Q4 		$22.6M Sell
38,582
-1,049
-3% -$616K 1.06% 22
2024
Q3 		$22.7M Sell
39,631
-1,841
-4% -$947K 1.48% 21
2024
Q2 		$20.9M Sell
41,472
-910
-2% -$442K 1.47% 19
2024
Q1 		$20.6M Sell
42,382
-1,133
-3% -$505K 1.35% 22
2023
Q4 		$15.4M Sell
43,515
-425
-1% -$138K 1.11% 22
2023
Q3 		$13.2M Sell
43,940
-1,330
-3% -$401K 1.15% 20
2023
Q2 		$13M Sell
45,270
-2,470
-5% -$609K 0.98% 25
2023
Q1 		$10.1M Sell
47,740
-705
-1% -$120K 0.87% 33
2022
Q4 		$5.83M Sell
48,445
-480
-1% -$56.4K 0.55% 55
2022
Q3 		$6.64M Sell
48,925
-7,115
-13% -$1.15M 0.73% 43
2022
Q2 		$9.04M Buy
56,040
+545
+1% +$105K 0.83% 35
2022
Q1 		$12.3M Sell
55,495
-4,455
-7% -$1.11M 0.84% 33
2021
Q4 		$20.2M Sell
59,950
-1,380
-2% -$458K 1.33% 14
2021
Q3 		$20.8M Sell
61,330
-150
-0.2% -$54K 1.54% 14
2021
Q2 		$21.4M Sell
61,480
-6,300
-9% -$2.02M 1.41% 16
2021
Q1 		$20M Buy
+67,780
New +$18.3M 2.81% 8

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

CSM Advisors's META Position: Q1 2026 in Review

CSM Advisors reduced its Meta Platforms (Facebook) (META) stake by 66% in Q1 2026, selling an estimated $11.4M and leaving 9,174 shares worth $5.25M. The position accounts for 0.13% of the portfolio, ranked #180.

CSM Advisors first reported a position in META in Q1 2021 and has held it in 21 quarters since. The position peaked at $25.3M in Q2 2025. 5,069 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • CSM Advisors held 9,174 shares of Meta Platforms (Facebook) worth $5.25M as of Q1 2026.
  • CSM Advisors sold 17,769 Meta Platforms (Facebook) shares in Q1 2026, an estimated $11.4M.
  • Meta Platforms (Facebook) made up 0.13% of CSM Advisors's portfolio in Q1 2026, its #180 holding.
  • CSM Advisors first reported a position in Meta Platforms (Facebook) in Q1 2021 and has held it in 21 quarters since.
  • CSM Advisors's Meta Platforms (Facebook) position peaked at $25.3M in Q2 2025.
  • 5,069 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on CSM Advisors's 13F filing for Q1 2026, filed 15 May 2026.