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Duncan Williams Asset Management’s Meta Platforms (Facebook) META Stock Holding History

Duncan Williams Asset 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 		$488K Sell
852
-11
-1% -$7.05K 0.14% 95
2025
Q4 		$577K Buy
863
+79
+10% +$52.8K 0.14% 93
2025
Q3 		$576K Hold
784
– – 0.16% 96
2025
Q2 		$579K Sell
784
-21
-3% -$13K 0.18% 83
2025
Q1 		$464K Sell
805
-67
-8% -$43.2K 0.17% 86
2024
Q4 		$511K Buy
872
+186
+27% +$109K 0.2% 84
2024
Q3 		$393K Buy
+686
New +$353K 0.22% 80

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

Duncan Williams Asset Management's META Position: Q1 2026 in Review

Duncan Williams Asset Management reduced its Meta Platforms (Facebook) (META) stake by 1.3% in Q1 2026, selling an estimated $7.05K and leaving 852 shares worth $488K. The position accounts for 0.14% of the portfolio, ranked #95.

Duncan Williams Asset Management first reported a position in META in Q3 2024 and has held it in 7 quarters since. The position peaked at $579K in Q2 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Duncan Williams Asset Management held 852 shares of Meta Platforms (Facebook) worth $488K as of Q1 2026.
  • Duncan Williams Asset Management sold 11 Meta Platforms (Facebook) shares in Q1 2026, an estimated $7.05K.
  • Meta Platforms (Facebook) made up 0.14% of Duncan Williams Asset Management's portfolio in Q1 2026, its #95 holding.
  • Duncan Williams Asset Management first reported a position in Meta Platforms (Facebook) in Q3 2024 and has held it in 7 quarters since.
  • Duncan Williams Asset Management's Meta Platforms (Facebook) position peaked at $579K in Q2 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Duncan Williams Asset Management's 13F filing for Q1 2026, filed 5 May 2026.