Edgemoor Investment Advisors’s Meta Platforms (Facebook) META Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $545K | Sell |
952
-90
| -9% | -$57.7K | 0.04% | 116 |
|
|
2025
Q4 | $688K | Sell |
1,042
-4
| -0.4% | -$2.67K | 0.05% | 106 |
|
|
2025
Q3 | $768K | Buy |
1,046
+97
| +10% | +$72.2K | 0.06% | 111 |
|
|
2025
Q2 | $700K | Buy |
949
+26
| +3% | +$16.1K | 0.06% | 106 |
|
|
2025
Q1 | $532K | Buy |
923
+153
| +20% | +$98.7K | 0.05% | 115 |
|
|
2024
Q4 | $451K | Buy |
770
+63
| +9% | +$37K | 0.04% | 122 |
|
|
2024
Q3 | $405K | Buy |
707
+12
| +2% | +$6.17K | 0.04% | 122 |
|
|
2024
Q2 | $350K | Hold |
695
| – | – | 0.03% | 123 |
|
|
2024
Q1 | $337K | Hold |
695
| – | – | 0.03% | 128 |
|
|
2023
Q4 | $246K | Hold |
695
| – | – | 0.03% | 143 |
|
|
2023
Q3 | $209K | Sell |
695
-225
| -24% | -$67.8K | 0.02% | 151 |
|
|
2023
Q2 | $264K | Sell |
920
-33
| -3% | -$8.14K | 0.03% | 137 |
|
|
2023
Q1 | $202K | Buy |
+953
| New | +$162K | 0.02% | 155 |
|
|
2022
Q2 | – | Sell |
-26,176
| Closed | -$5.82M | – | 156 |
|
|
2022
Q1 | $5.82M | Sell |
26,176
-8,698
| -25% | -$2.17M | 0.61% | 46 |
|
|
2021
Q4 | $11.7M | Buy |
34,874
+567
| +2% | +$188K | 1.2% | 25 |
|
|
2021
Q3 | $11.6M | Sell |
34,307
-12,296
| -26% | -$4.43M | 1.33% | 24 |
|
|
2021
Q2 | $16.2M | Buy |
46,603
+1,814
| +4% | +$582K | 1.51% | 19 |
|
|
2021
Q1 | $13.2M | Buy |
44,789
+1,855
| +4% | +$499K | 1.32% | 27 |
|
|
2020
Q4 | $11.7M | Buy |
42,934
+849
| +2% | +$233K | 1.31% | 29 |
|
|
2020
Q3 | $11M | Buy |
42,085
+23
| +0.1% | +$5.93K | 1.36% | 24 |
|
|
2020
Q2 | $9.55M | Buy |
42,062
+3,185
| +8% | +$665K | 1.28% | 30 |
|
|
2020
Q1 | $6.49M | Buy |
38,877
+1,010
| +3% | +$198K | 1.06% | 38 |
|
|
2019
Q4 | $7.77M | Buy |
37,867
+3,490
| +10% | +$676K | 0.89% | 47 |
|
|
2019
Q3 | $6.12M | Sell |
34,377
-654
| -2% | -$124K | 0.76% | 49 |
|
|
2019
Q2 | $6.76M | Buy |
35,031
+6,107
| +21% | +$1.12M | 0.85% | 44 |
|
|
2019
Q1 | $4.82M | Buy |
28,924
+6,664
| +30% | +$1.06M | 0.63% | 47 |
|
|
2018
Q4 | $2.92M | Buy |
22,260
+6,525
| +41% | +$945K | 0.44% | 63 |
|
|
2018
Q3 | $2.59M | Buy |
15,735
+1,825
| +13% | +$330K | 0.32% | 68 |
|
|
2018
Q2 | $2.7M | Buy |
13,910
+12,310
| +769% | +$2.22M | 0.36% | 67 |
|
|
2018
Q1 | $256K | Hold |
1,600
| – | – | 0.03% | 123 |
|
|
2017
Q4 | $285K | Buy |
1,600
+400
| +33% | +$70.7K | 0.04% | 118 |
|
|
2017
Q3 | $205K | Buy |
+1,200
| New | +$200K | 0.03% | 140 |
|
Other funds holding META
VCM
VPM
Edgemoor Investment Advisors's META Position: Q1 2026 in Review
Edgemoor Investment Advisors reduced its Meta Platforms (Facebook) (META) stake by 8.6% in Q1 2026, selling an estimated $57.7K and leaving 952 shares worth $545K. The position accounts for 0.04% of the portfolio, ranked #116.
Edgemoor Investment Advisors first reported a position in META in Q3 2017 and has held it in 32 quarters since. The position peaked at $16.2M in Q2 2021. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.
- Edgemoor Investment Advisors held 952 shares of Meta Platforms (Facebook) worth $545K as of Q1 2026.
- Edgemoor Investment Advisors sold 90 Meta Platforms (Facebook) shares in Q1 2026, an estimated $57.7K.
- Meta Platforms (Facebook) made up 0.04% of Edgemoor Investment Advisors's portfolio in Q1 2026, its #116 holding.
- Edgemoor Investment Advisors first reported a position in Meta Platforms (Facebook) in Q3 2017 and has held it in 32 quarters since.
- Edgemoor Investment Advisors's Meta Platforms (Facebook) position peaked at $16.2M in Q2 2021.
- 5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.
Based on Edgemoor Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.