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

Delta Financial 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 		$3.47M Sell
6,065
-58
-0.9% -$37.2K 0.9% 32
2025
Q4 		$4.04M Buy
6,123
+821
+15% +$548K 1.05% 27
2025
Q3 		$3.89M Buy
5,302
+540
+11% +$402K 1.1% 29
2025
Q2 		$3.52M Buy
4,762
+35
+0.7% +$21.6K 1.24% 29
2025
Q1 		$2.72M Buy
4,727
+23
+0.5% +$14.8K 1.02% 35
2024
Q4 		$2.75M Buy
4,704
+213
+5% +$125K 1.02% 32
2024
Q3 		$2.57M Buy
4,491
+181
+4% +$93.1K 0.93% 39
2024
Q2 		$2.17M Buy
4,310
+80
+2% +$38.9K 0.84% 38
2024
Q1 		$2.05M Buy
4,230
+311
+8% +$139K 0.81% 40
2023
Q4 		$1.39M Hold
3,919
– – 0.6% 56
2023
Q3 		$1.18M Sell
3,919
-85
-2% -$25.6K 0.53% 62
2023
Q2 		$1.15M Sell
4,004
-75
-2% -$18.5K 0.51% 61
2023
Q1 		$865K Sell
4,079
-5
-0.1% -$852 0.42% 74
2022
Q4 		$491K Sell
4,084
-2,722
-40% -$320K 0.24% 85
2022
Q3 		$923K Sell
6,806
-475
-7% -$77K 0.49% 67
2022
Q2 		$1.17M Buy
7,281
+360
+5% +$69.5K 0.59% 59
2022
Q1 		$1.54M Buy
6,921
+117
+2% +$29.2K 0.66% 57
2021
Q4 		$2.29M Buy
6,804
+50
+0.7% +$16.6K 0.93% 36
2021
Q3 		$2.29M Sell
6,754
-31
-0.5% -$11.2K 1.02% 32
2021
Q2 		$2.36M Buy
6,785
+56
+0.8% +$18K 1.04% 32
2021
Q1 		$1.98M Buy
6,729
+124
+2% +$33.4K 0.93% 40
2020
Q4 		$1.8M Sell
6,605
-21
-0.3% -$5.76K 0.9% 41
2020
Q3 		$1.74M Sell
6,626
-450
-6% -$116K 0.96% 39
2020
Q2 		$1.61M Sell
7,076
-202
-3% -$42.2K 0.95% 39
2020
Q1 		$1.21M Sell
7,278
-1,829
-20% -$358K 0.84% 48
2019
Q4 		$1.87M Sell
9,107
-122
-1% -$23.6K 0.73% 56
2019
Q3 		$1.64M Buy
9,229
+685
+8% +$130K 0.67% 59
2019
Q2 		$1.65M Buy
+8,544
New +$1.56M 0.68% 59

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

Delta Financial Advisors's META Position: Q1 2026 in Review

Delta Financial Advisors reduced its Meta Platforms (Facebook) (META) stake by 0.95% in Q1 2026, selling an estimated $37.2K and leaving 6,065 shares worth $3.47M. The position accounts for 0.9% of the portfolio, ranked #32.

Delta Financial Advisors first reported a position in META in Q2 2019 and has held it in 28 quarters since. The position peaked at $4.04M in Q4 2025. 5,069 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Delta Financial Advisors held 6,065 shares of Meta Platforms (Facebook) worth $3.47M as of Q1 2026.
  • Delta Financial Advisors sold 58 Meta Platforms (Facebook) shares in Q1 2026, an estimated $37.2K.
  • Meta Platforms (Facebook) made up 0.9% of Delta Financial Advisors's portfolio in Q1 2026, its #32 holding.
  • Delta Financial Advisors first reported a position in Meta Platforms (Facebook) in Q2 2019 and has held it in 28 quarters since.
  • Delta Financial Advisors's Meta Platforms (Facebook) position peaked at $4.04M in Q4 2025.
  • 5,069 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Delta Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.