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

Disciplined Investors’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 		$387K Buy
676
+123
+22% +$78.8K 0.23% 86
2025
Q4 		$365K Buy
553
+34
+7% +$22.7K 0.24% 80
2025
Q3 		$381K Sell
519
-33
-6% -$24.6K 0.27% 73
2025
Q2 		$407K Buy
552
+70
+15% +$43.3K 0.32% 68
2025
Q1 		$278K Hold
482
– – 0.25% 92
2024
Q4 		$293K Buy
+482
New +$283K 0.28% 79

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 Investors's META Position: Q1 2026 in Review

Disciplined Investors increased its Meta Platforms (Facebook) (META) stake by 22% in Q1 2026, buying an estimated $78.8K and bringing the position to 676 shares worth $387K. The position accounts for 0.23% of the portfolio, ranked #86.

Disciplined Investors first reported a position in META in Q4 2024 and has held it in 6 quarters since. The position peaked at $407K in Q2 2025. 5,069 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Disciplined Investors held 676 shares of Meta Platforms (Facebook) worth $387K as of Q1 2026.
  • Disciplined Investors bought 123 Meta Platforms (Facebook) shares in Q1 2026, an estimated $78.8K.
  • Meta Platforms (Facebook) made up 0.23% of Disciplined Investors's portfolio in Q1 2026, its #86 holding.
  • Disciplined Investors first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 6 quarters since.
  • Disciplined Investors's Meta Platforms (Facebook) position peaked at $407K in Q2 2025.
  • 5,069 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

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