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

Cumberland 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 		$4.35M Hold
7,600
– – 1.7% 19
2025
Q4 		$5.02M Sell
7,600
-100
-1% -$66.8K 1.9% 17
2025
Q3 		$5.65M Hold
7,700
– – 2.17% 14
2025
Q2 		$5.68M Sell
7,700
-264
-3% -$163K 2.39% 12
2025
Q1 		$4.59M Sell
7,964
-486
-6% -$314K 2.08% 13
2024
Q4 		$4.95M Hold
8,450
– – 1.97% 14
2024
Q3 		$4.84M Buy
8,450
+250
+3% +$129K 1.92% 14
2024
Q2 		$4.13M Sell
8,200
-500
-6% -$243K 1.69% 16
2024
Q1 		$4.22M Sell
8,700
-1,200
-12% -$535K 1.57% 15
2023
Q4 		$3.5M Hold
9,900
– – 1.5% 15
2023
Q3 		$2.97M Sell
9,900
-800
-7% -$241K 1.32% 18
2023
Q2 		$3.07M Hold
10,700
– – 1.4% 15
2023
Q1 		$2.27M Buy
10,700
+600
+6% +$102K 0.93% 28
2022
Q4 		$1.22M Hold
10,100
– – 0.53% 38
2022
Q3 		$1.37M Buy
10,100
+1,675
+20% +$271K 0.55% 36
2022
Q2 		$1.36M Buy
8,425
+569
+7% +$110K 0.45% 34
2022
Q1 		$1.75M Buy
7,856
+2,381
+43% +$595K 0.4% 36
2021
Q4 		$1.84M Sell
5,475
-235
-4% -$78K 0.39% 35
2021
Q3 		$1.94M Sell
5,710
-365
-6% -$131K 0.45% 32
2021
Q2 		$2.11M Hold
6,075
– – 0.5% 32
2021
Q1 		$1.79M Sell
6,075
-495
-8% -$133K 0.44% 36
2020
Q4 		$1.79M Buy
+6,570
New +$1.8M 0.66% 30
2020
Q2 		$1.53M Sell
6,760
-1,200
-15% -$251K 0.58% 30
2020
Q1 		$1.33M Buy
7,960
+550
+7% +$108K 0.54% 30
2019
Q4 		$1.52M Hold
7,410
– – 0.52% 36
2019
Q3 		$1.32M Hold
7,410
– – 0.37% 41
2019
Q2 		$1.43M Hold
7,410
– – 0.48% 39
2019
Q1 		$1.24M Buy
7,410
+1,300
+21% +$207K 0.43% 39
2018
Q4 		$801K Buy
+6,110
New +$885K 0.29% 45

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

Cumberland Advisors's META Position: Q1 2026 in Review

Cumberland Advisors held its Meta Platforms (Facebook) (META) position steady in Q1 2026 at 7,600 shares worth $4.35M. The position accounts for 1.7% of the portfolio, ranked #19.

Cumberland Advisors first reported a position in META in Q4 2018 and has held it in 29 quarters since. The position peaked at $5.68M in Q2 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Cumberland Advisors held 7,600 shares of Meta Platforms (Facebook) worth $4.35M as of Q1 2026.
  • Cumberland Advisors left its Meta Platforms (Facebook) share count unchanged in Q1 2026.
  • Meta Platforms (Facebook) made up 1.7% of Cumberland Advisors's portfolio in Q1 2026, its #19 holding.
  • Cumberland Advisors first reported a position in Meta Platforms (Facebook) in Q4 2018 and has held it in 29 quarters since.
  • Cumberland Advisors's Meta Platforms (Facebook) position peaked at $5.68M in Q2 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Cumberland Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.