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Elm3 Financial Group’s Meta Platforms (Facebook) META Stock Holding History

Elm3 Financial Group’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 		$529K Sell
925
-2
-0.2% -$1.28K 0.45% 61
2025
Q4 		$612K Buy
927
+99
+12% +$66.1K 0.51% 51
2025
Q3 		$608K Buy
828
+27
+3% +$20.1K 0.5% 42
2025
Q2 		$591K Buy
801
+88
+12% +$54.4K 0.49% 42
2025
Q1 		$411K Buy
713
+114
+19% +$73.5K 0.36% 62
2024
Q4 		$351K Buy
+599
New +$352K 0.3% 62

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

Elm3 Financial Group's META Position: Q1 2026 in Review

Elm3 Financial Group reduced its Meta Platforms (Facebook) (META) stake by 0.22% in Q1 2026, selling an estimated $1.28K and leaving 925 shares worth $529K. The position accounts for 0.45% of the portfolio, ranked #61.

Elm3 Financial Group first reported a position in META in Q4 2024 and has held it in 6 quarters since. The position peaked at $612K in Q4 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Elm3 Financial Group held 925 shares of Meta Platforms (Facebook) worth $529K as of Q1 2026.
  • Elm3 Financial Group sold 2 Meta Platforms (Facebook) shares in Q1 2026, an estimated $1.28K.
  • Meta Platforms (Facebook) made up 0.45% of Elm3 Financial Group's portfolio in Q1 2026, its #61 holding.
  • Elm3 Financial Group first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 6 quarters since.
  • Elm3 Financial Group's Meta Platforms (Facebook) position peaked at $612K in Q4 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Elm3 Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.