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Disciplined Investments’s Meta Platforms (Facebook) META Stock Holding History

Disciplined Investments’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 		– Sell
-315
Closed -$208K – 143
2025
Q4 		$208K Hold
315
– – 0.08% 120
2025
Q3 		$231K Hold
315
– – 0.09% 117
2025
Q2 		$233K Buy
+315
New +$195K 0.1% 113
2023
Q3 		– Sell
-134
Closed -$38.5K – 964
2023
Q2 		$38.5K Sell
134
-14
-9% -$3.46K 0.02% 221
2023
Q1 		$31.4K Buy
148
+22
+17% +$3.75K 0.01% 262
2022
Q4 		$15.2K Buy
126
+63
+100% +$7.4K 0.01% 298
2022
Q3 		$9K Sell
63
-88
-58% -$14.3K ﹤0.01% 368
2022
Q2 		$24K Buy
151
+28
+23% +$5.4K 0.01% 303
2022
Q1 		$27K Buy
123
+105
+583% +$26.2K 0.01% 300
2021
Q4 		$6K Hold
18
– – ﹤0.01% 386
2021
Q3 		$6K Hold
18
– – ﹤0.01% 333
2021
Q2 		$6K Hold
18
– – ﹤0.01% 325
2021
Q1 		$5K Buy
18
+8
+80% +$2.15K ﹤0.01% 294
2020
Q4 		$3K Sell
10
-60
-86% -$16.4K ﹤0.01% 272
2020
Q3 		$18K Sell
70
-8
-10% -$2.06K 0.01% 224
2020
Q2 		$18K Buy
78
+8
+11% +$1.67K 0.01% 235
2020
Q1 		$12K Sell
70
-15
-18% -$2.94K 0.01% 260
2019
Q4 		$17K Buy
+85
New +$16.5K 0.01% 257

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

Disciplined Investments's META Position: Q1 2026 in Review

Disciplined Investments sold out of Meta Platforms (Facebook) (META) in Q1 2026, closing a stake of 315 shares — an estimated $208K sold.

Disciplined Investments first reported a position in META in Q4 2019 and held it in 18 quarters. The position peaked at $233K in Q2 2025. 5,066 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Disciplined Investments reported no remaining Meta Platforms (Facebook) position as of Q1 2026 after selling out during the quarter.
  • Disciplined Investments sold 315 Meta Platforms (Facebook) shares in Q1 2026, an estimated $208K.
  • Disciplined Investments first reported a position in Meta Platforms (Facebook) in Q4 2019 and held it in 18 quarters.
  • Disciplined Investments's Meta Platforms (Facebook) position peaked at $233K in Q2 2025.
  • 5,066 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Disciplined Investments's 13F filing for Q1 2026, filed 12 May 2026.