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

DHJJ 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 		$482K Sell
843
-10
-1% -$6.41K 0.16% 107
2025
Q4 		$563K Hold
853
– – 0.19% 91
2025
Q3 		$626K Sell
853
-1
-0.1% -$744 0.21% 86
2025
Q2 		$630K Hold
854
– – 0.23% 84
2025
Q1 		$492K Sell
854
-34
-4% -$21.9K 0.2% 88
2024
Q4 		$520K Hold
888
– – 0.2% 85
2024
Q3 		$508K Sell
888
-2
-0.2% -$1.03K 0.2% 91
2024
Q2 		$449K Sell
890
-1
-0.1% -$486 0.19% 92
2024
Q1 		$433K Sell
891
-8
-0.9% -$3.57K 0.19% 92
2023
Q4 		$318K Sell
899
-7
-0.8% -$2.28K 0.15% 103
2023
Q3 		$272K Sell
906
-19
-2% -$5.72K 0.14% 108
2023
Q2 		$265K Sell
925
-88
-9% -$21.7K 0.14% 120
2023
Q1 		$211K Buy
+1,013
New +$173K 0.11% 134
2022
Q2 		– Sell
-1,041
Closed -$234K – 134
2022
Q1 		$234K Buy
1,041
+4
+0.4% +$1K 0.11% 126
2021
Q4 		$350K Buy
1,037
+17
+2% +$5.64K 0.16% 99
2021
Q3 		$346K Sell
1,020
-11
-1% -$3.96K 0.18% 94
2021
Q2 		$358K Sell
1,031
-13
-1% -$4.17K 0.19% 90
2021
Q1 		$307K Sell
1,044
-5
-0.5% -$1.35K 0.18% 89
2020
Q4 		$287K Buy
+1,049
New +$288K 0.18% 83

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

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

DHJJ Financial Advisors reduced its Meta Platforms (Facebook) (META) stake by 1.2% in Q1 2026, selling an estimated $6.41K and leaving 843 shares worth $482K. The position accounts for 0.16% of the portfolio, ranked #107.

DHJJ Financial Advisors first reported a position in META in Q4 2020 and has held it in 19 quarters since. The position peaked at $630K in Q2 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • DHJJ Financial Advisors held 843 shares of Meta Platforms (Facebook) worth $482K as of Q1 2026.
  • DHJJ Financial Advisors sold 10 Meta Platforms (Facebook) shares in Q1 2026, an estimated $6.41K.
  • Meta Platforms (Facebook) made up 0.16% of DHJJ Financial Advisors's portfolio in Q1 2026, its #107 holding.
  • DHJJ Financial Advisors first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 19 quarters since.
  • DHJJ Financial Advisors's Meta Platforms (Facebook) position peaked at $630K in Q2 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.