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Donaldson Capital Management’s Meta Platforms (Facebook) META Stock Holding History

Donaldson Capital Management’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 		$8.73M Buy
15,261
+1,494
+11% +$957K 0.28% 50
2025
Q4 		$9.09M Buy
13,767
+3,996
+41% +$2.67M 0.29% 52
2025
Q3 		$7.18M Buy
9,771
+2,946
+43% +$2.19M 0.23% 59
2025
Q2 		$5.04M Buy
6,825
+674
+11% +$416K 0.18% 63
2025
Q1 		$3.54M Buy
6,151
+184
+3% +$119K 0.13% 80
2024
Q4 		$3.49M Buy
5,967
+209
+4% +$123K 0.13% 77
2024
Q3 		$3.3M Buy
5,758
+372
+7% +$191K 0.13% 78
2024
Q2 		$2.72M Buy
5,386
+819
+18% +$398K 0.11% 83
2024
Q1 		$2.22M Sell
4,567
-428
-9% -$191K 0.09% 89
2023
Q4 		$1.77M Sell
4,995
-1,423
-22% -$463K 0.08% 95
2023
Q3 		$1.93M Sell
6,418
-160
-2% -$48.2K 0.09% 92
2023
Q2 		$1.89M Sell
6,578
-918
-12% -$227K 0.09% 89
2023
Q1 		$1.59M Buy
7,496
+5,584
+292% +$951K 0.08% 91
2022
Q4 		$230K Sell
1,912
-34
-2% -$3.99K 0.01% 211
2022
Q3 		$264K Sell
1,946
-6,393
-77% -$1.04M 0.01% 197
2022
Q2 		$1.34M Sell
8,339
-339
-4% -$65.4K 0.07% 99
2022
Q1 		$1.93M Buy
8,678
+2,969
+52% +$742K 0.09% 89
2021
Q4 		$1.92M Buy
5,709
+1,677
+42% +$557K 0.08% 90
2021
Q3 		$1.37M Buy
4,032
+2,521
+167% +$908K 0.07% 98
2021
Q2 		$525K Buy
1,511
+271
+22% +$86.9K 0.03% 168
2021
Q1 		$365K Buy
1,240
+80
+7% +$21.5K 0.02% 206
2020
Q4 		$317K Sell
1,160
-375
-24% -$103K 0.02% 208
2020
Q3 		$402K Sell
1,535
-61
-4% -$15.7K 0.03% 173
2020
Q2 		$362K Buy
1,596
+302
+23% +$63.1K 0.03% 159
2020
Q1 		$216K Sell
1,294
-38
-3% -$7.44K 0.02% 179
2019
Q4 		$273K Sell
1,332
-119
-8% -$23K 0.02% 189
2019
Q3 		$258K Sell
1,451
-27
-2% -$5.13K 0.02% 185
2019
Q2 		$285K Buy
+1,478
New +$270K 0.02% 139
2019
Q1 		– Sell
-1,798
Closed -$236K – 176
2018
Q4 		$236K Buy
1,798
+93
+5% +$13.5K 0.02% 147
2018
Q3 		$280K Sell
1,705
-77
-4% -$13.9K 0.02% 163
2018
Q2 		$346K Buy
1,782
+175
+11% +$31.6K 0.03% 125
2018
Q1 		$257K Sell
1,607
-259
-14% -$46.5K 0.03% 147
2017
Q4 		$329K Buy
1,866
+84
+5% +$14.8K 0.03% 127
2017
Q3 		$304K Buy
1,782
+303
+20% +$50.6K 0.03% 122
2017
Q2 		$223K Buy
+1,479
New +$220K 0.03% 145

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

Donaldson Capital Management's META Position: Q1 2026 in Review

Donaldson Capital Management increased its Meta Platforms (Facebook) (META) stake by 11% in Q1 2026, buying an estimated $957K and bringing the position to 15,261 shares worth $8.73M. The position accounts for 0.28% of the portfolio, ranked #50.

Donaldson Capital Management first reported a position in META in Q2 2017 and has held it in 35 quarters since. The position peaked at $9.09M in Q4 2025. 5,069 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Donaldson Capital Management held 15,261 shares of Meta Platforms (Facebook) worth $8.73M as of Q1 2026.
  • Donaldson Capital Management bought 1,494 Meta Platforms (Facebook) shares in Q1 2026, an estimated $957K.
  • Meta Platforms (Facebook) made up 0.28% of Donaldson Capital Management's portfolio in Q1 2026, its #50 holding.
  • Donaldson Capital Management first reported a position in Meta Platforms (Facebook) in Q2 2017 and has held it in 35 quarters since.
  • Donaldson Capital Management's Meta Platforms (Facebook) position peaked at $9.09M in Q4 2025.
  • 5,069 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Donaldson Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.