EFS
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Essex Financial Services’s Meta Platforms (Facebook) META Stock Holding History

Essex Financial Services’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 		$9.13M Buy
15,965
+578
+4% +$370K 0.51% 42
2025
Q4 		$10.2M Sell
15,387
-342
-2% -$228K 0.58% 36
2025
Q3 		$11.6M Sell
15,729
-775
-5% -$577K 0.69% 30
2025
Q2 		$12.2M Buy
16,504
+1,212
+8% +$749K 0.8% 23
2025
Q1 		$8.81M Sell
15,292
-1,840
-11% -$1.19M 0.63% 33
2024
Q4 		$10M Buy
17,132
+1,569
+10% +$921K 0.71% 27
2024
Q3 		$9.06M Sell
15,563
-1,018
-6% -$524K 0.65% 29
2024
Q2 		$8.45M Buy
16,581
+2,121
+15% +$1.03M 0.63% 33
2024
Q1 		$7.02M Buy
14,460
+1,214
+9% +$542K 0.65% 33
2023
Q4 		$4.69M Buy
13,246
+720
+6% +$234K 0.48% 50
2023
Q3 		$3.76M Sell
12,526
-363
-3% -$109K 0.44% 56
2023
Q2 		$3.7M Sell
12,889
-458
-3% -$113K 0.42% 58
2023
Q1 		$2.83M Buy
13,347
+1,123
+9% +$191K 0.3% 84
2022
Q4 		$1.47M Sell
12,224
-3,018
-20% -$354K 0.16% 131
2022
Q3 		$2.07M Buy
15,242
+957
+7% +$155K 0.25% 94
2022
Q2 		$2.3M Buy
14,285
+360
+3% +$69.5K 0.26% 95
2022
Q1 		$3.1M Buy
13,925
+308
+2% +$77K 0.3% 83
2021
Q4 		$4.58M Sell
13,617
-2,056
-13% -$683K 0.45% 53
2021
Q3 		$5.32M Buy
15,673
+3,175
+25% +$1.14M 0.61% 37
2021
Q2 		$3.68M Hold
12,498
– – 0.53% 41
2021
Q1 		$3.68M Sell
12,498
-355
-3% -$95.6K 0.66% 38
2020
Q4 		$3.51M Buy
12,853
+380
+3% +$104K 0.69% 37
2020
Q3 		$3.27M Buy
12,473
+664
+6% +$171K 0.8% 30
2020
Q2 		$2.68M Sell
11,809
-2,547
-18% -$532K 0.83% 29
2020
Q1 		$2.4M Buy
14,356
+2,429
+20% +$476K 0.85% 30
2019
Q4 		$2.45M Sell
11,927
-199
-2% -$38.5K 0.68% 42
2019
Q3 		$2.16M Sell
12,126
-913
-7% -$174K 0.7% 41
2019
Q2 		$2.52M Sell
13,039
-1,012
-7% -$185K 0.74% 37
2019
Q1 		$2.34M Sell
14,051
-3,707
-21% -$590K 0.71% 39
2018
Q4 		$2.33M Sell
17,758
-6,984
-28% -$1.01M 0.71% 39
2018
Q3 		$4.07M Sell
24,742
-1,426
-5% -$258K 0.9% 27
2018
Q2 		$5.08M Buy
26,168
+1,145
+5% +$207K 1.22% 24
2018
Q1 		$4M Sell
25,023
-373
-1% -$67K 0.78% 34
2017
Q4 		$4.48M Sell
25,396
-160
-0.6% -$28.3K 1.07% 25
2017
Q3 		$4.37M Buy
25,556
+1,811
+8% +$302K 1.07% 23
2017
Q2 		$3.58M Buy
23,745
+7,965
+50% +$1.18M 0.76% 36
2017
Q1 		$2.24M Sell
15,780
-5,890
-27% -$787K 0.52% 49
2016
Q4 		$2.49M Buy
21,670
+2,930
+16% +$360K 0.53% 49
2016
Q3 		$2.4M Buy
18,740
+1,173
+7% +$146K 0.57% 49
2016
Q2 		$2.01M Buy
17,567
+325
+2% +$37.4K 0.49% 53
2016
Q1 		$1.97M Sell
17,242
-2,805
-14% -$296K 0.49% 52
2015
Q4 		$2.1M Buy
20,047
+3,514
+21% +$361K 0.5% 51
2015
Q3 		$1.49M Buy
16,533
+3,696
+29% +$339K 0.39% 68
2015
Q2 		$1.1M Sell
12,837
-428
-3% -$35K 0.28% 88
2015
Q1 		$1.09M Buy
13,265
+200
+2% +$15.7K 0.28% 94
2014
Q4 		$1.02M Buy
13,065
+1,425
+12% +$109K 0.27% 93
2014
Q3 		$920K Buy
11,640
+3,210
+38% +$235K 0.28% 90
2014
Q2 		$567K Hold
8,430
– – 0.17% 141
2014
Q1 		$508K Sell
8,430
-2,050
-20% -$130K 0.17% 140
2013
Q4 		$573K Buy
10,480
+750
+8% +$37.7K 0.19% 122
2013
Q3 		$489 Sell
9,730
-70
-0.7% -$2.6K 0.15% 133
2013
Q2 		$244K Buy
+9,800
New +$251K 0.09% 217

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

Essex Financial Services's META Position: Q1 2026 in Review

Essex Financial Services increased its Meta Platforms (Facebook) (META) stake by 3.8% in Q1 2026, buying an estimated $370K and bringing the position to 15,965 shares worth $9.13M. The position accounts for 0.51% of the portfolio, ranked #42.

Essex Financial Services first reported a position in META in Q2 2013 and has held it in 52 quarters since. The position peaked at $12.2M in Q2 2025. 5,068 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Essex Financial Services held 15,965 shares of Meta Platforms (Facebook) worth $9.13M as of Q1 2026.
  • Essex Financial Services bought 578 Meta Platforms (Facebook) shares in Q1 2026, an estimated $370K.
  • Meta Platforms (Facebook) made up 0.51% of Essex Financial Services's portfolio in Q1 2026, its #42 holding.
  • Essex Financial Services first reported a position in Meta Platforms (Facebook) in Q2 2013 and has held it in 52 quarters since.
  • Essex Financial Services's Meta Platforms (Facebook) position peaked at $12.2M in Q2 2025.
  • 5,068 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.