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Dumont & Blake Investment Advisors’s Meta Platforms (Facebook) META Stock Holding History

Dumont & Blake Investment 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 		$2.4M Sell
4,202
-107
-2% -$68.6K 0.6% 44
2025
Q4 		$2.84M Sell
4,309
-108
-2% -$72.1K 0.68% 33
2025
Q3 		$3.24M Buy
4,417
+83
+2% +$61.8K 0.79% 24
2025
Q2 		$3.2M Buy
4,334
+24
+0.6% +$14.8K 0.84% 24
2025
Q1 		$2.48M Buy
4,310
+15
+0.3% +$9.68K 0.7% 33
2024
Q4 		$2.51M Sell
4,295
-39
-0.9% -$22.9K 0.68% 33
2024
Q3 		$2.48M Sell
4,334
-4,368
-50% -$2.25M 0.66% 36
2024
Q2 		$4.39M Buy
8,702
+4,381
+101% +$2.13M 0.62% 35
2024
Q1 		$2.1M Buy
4,321
+76
+2% +$33.9K 0.6% 41
2023
Q4 		$1.5M Sell
4,245
-52
-1% -$16.9K 0.46% 55
2023
Q3 		$1.29M Buy
4,297
+3
+0.1% +$904 0.44% 62
2023
Q2 		$1.23M Buy
4,294
+23
+0.5% +$5.67K 0.4% 73
2023
Q1 		$905K Sell
4,271
-55
-1% -$9.37K 0.31% 87
2022
Q4 		$521K Sell
4,326
-390
-8% -$45.8K 0.18% 121
2022
Q3 		$640K Sell
4,716
-47
-1% -$7.62K 0.24% 103
2022
Q2 		$768K Buy
4,763
+20
+0.4% +$3.86K 0.25% 104
2022
Q1 		$1.05M Sell
4,743
-50
-1% -$12.5K 0.29% 92
2021
Q4 		$1.61M Buy
4,793
+3
+0.1% +$996 0.42% 64
2021
Q3 		$1.63M Buy
4,790
+24
+0.5% +$8.64K 0.46% 59
2021
Q2 		$1.66M Sell
4,766
-25
-0.5% -$8.02K 0.47% 62
2021
Q1 		$1.41M Sell
4,791
-150
-3% -$40.4K 0.43% 68
2020
Q4 		$1.35M Sell
4,941
-95
-2% -$26K 0.46% 63
2020
Q3 		$1.32M Sell
5,036
-160
-3% -$41.3K 0.5% 59
2020
Q2 		$1.18M Buy
5,196
+162
+3% +$33.8K 0.49% 57
2020
Q1 		$840K Buy
5,034
+2,314
+85% +$453K 0.43% 68
2019
Q4 		$558K Buy
2,720
+128
+5% +$24.8K 0.22% 117
2019
Q3 		$462K Sell
2,592
-50
-2% -$9.5K 0.19% 126
2019
Q2 		$510K Sell
2,642
-575
-18% -$105K 0.21% 116
2019
Q1 		$536K Buy
3,217
+170
+6% +$27K 0.23% 113
2018
Q4 		$399K Buy
3,047
+305
+11% +$44.2K 0.19% 124
2018
Q3 		$451K Buy
2,742
+52
+2% +$9.41K 0.18% 134
2018
Q2 		$523K Buy
2,690
+50
+2% +$9.04K 0.22% 123
2018
Q1 		$422K Buy
2,640
+70
+3% +$12.6K 0.18% 132
2017
Q4 		$454K Hold
2,570
– – 0.18% 133
2017
Q3 		$439K Buy
2,570
+1,100
+75% +$184K 0.19% 130
2017
Q2 		$222K Buy
1,470
+30
+2% +$4.46K 0.1% 158
2017
Q1 		$205K Buy
+1,440
New +$192K 0.09% 159

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

Dumont & Blake Investment Advisors's META Position: Q1 2026 in Review

Dumont & Blake Investment Advisors reduced its Meta Platforms (Facebook) (META) stake by 2.5% in Q1 2026, selling an estimated $68.6K and leaving 4,202 shares worth $2.4M. The position accounts for 0.6% of the portfolio, ranked #44.

Dumont & Blake Investment Advisors first reported a position in META in Q1 2017 and has held it in 37 quarters since. The position peaked at $4.39M in Q2 2024. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Dumont & Blake Investment Advisors held 4,202 shares of Meta Platforms (Facebook) worth $2.4M as of Q1 2026.
  • Dumont & Blake Investment Advisors sold 107 Meta Platforms (Facebook) shares in Q1 2026, an estimated $68.6K.
  • Meta Platforms (Facebook) made up 0.6% of Dumont & Blake Investment Advisors's portfolio in Q1 2026, its #44 holding.
  • Dumont & Blake Investment Advisors first reported a position in Meta Platforms (Facebook) in Q1 2017 and has held it in 37 quarters since.
  • Dumont & Blake Investment Advisors's Meta Platforms (Facebook) position peaked at $4.39M in Q2 2024.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Dumont & Blake Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.