Eldridge Investment Advisors’s Meta Platforms (Facebook) META Stock Holding History

Eldridge 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	$481K	Sell	840 -15	-2%	-$9.61K	0.11%	108
2025 Q4	$564K	Sell	855 -38	-4%	-$25.4K	0.12%	103
2025 Q3	$656K	Sell	893 -45	-5%	-$33.5K	0.15%	93
2025 Q2	$692K	Sell	938 -14	-1%	-$8.65K	0.14%	91
2025 Q1	$549K	Hold	952	–	–	0.13%	108
2024 Q4	$557K	Hold	952	–	–	0.13%	104
2024 Q3	$545K	Hold	952	–	–	0.13%	103
2024 Q2	$480K	Buy	952 +82	+9%	+$39.9K	0.12%	102
2024 Q1	$422K	Hold	870	–	–	0.11%	109
2023 Q4	$308K	Sell	870 -100	-10%	-$32.6K	0.08%	124
2023 Q3	$291K	Buy	970 +100	+11%	+$30.1K	0.1%	117
2023 Q2	$250K	Buy	+870	New	+$215K	0.08%	123
2022 Q1	–	Sell	-810	Closed	-$272K	–	132
2021 Q4	$272K	Hold	810	–	–	0.09%	111
2021 Q3	$275K	Hold	810	–	–	0.1%	105
2021 Q2	$282K	Hold	810	–	–	0.1%	100
2021 Q1	$239K	Hold	810	–	–	0.09%	104
2020 Q4	$221K	Hold	810	–	–	0.09%	102
2020 Q3	$212K	Buy	+810	New	+$209K	0.1%	99
2018 Q4	–	Sell	-1,620	Closed	-$266K	–	86
2018 Q3	$266K	Buy	1,620 +531	+49%	+$96.1K	0.17%	56
2018 Q2	$211K	Buy	+1,089	New	+$197K	0.15%	61

Other funds holding META

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Eldridge Investment Advisors's META Position: Q1 2026 in Review

Eldridge Investment Advisors reduced its Meta Platforms (Facebook) (META) stake by 1.8% in Q1 2026, selling an estimated $9.61K and leaving 840 shares worth $481K. The position accounts for 0.11% of the portfolio, ranked #108.

Eldridge Investment Advisors first reported a position in META in Q2 2018 and has held it in 20 quarters since. The position peaked at $692K in Q2 2025. 5,069 funds tracked by Wall St. Rank hold META as of Q1 2026.

Eldridge Investment Advisors held 840 shares of Meta Platforms (Facebook) worth $481K as of Q1 2026.
Eldridge Investment Advisors sold 15 Meta Platforms (Facebook) shares in Q1 2026, an estimated $9.61K.
Meta Platforms (Facebook) made up 0.11% of Eldridge Investment Advisors's portfolio in Q1 2026, its #108 holding.
Eldridge Investment Advisors first reported a position in Meta Platforms (Facebook) in Q2 2018 and has held it in 20 quarters since.
Eldridge Investment Advisors's Meta Platforms (Facebook) position peaked at $692K in Q2 2025.
5,069 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Eldridge Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.