FM
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Family Management’s Meta Platforms (Facebook) META Stock Holding History

Family 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
2025
Q4 		– Sell
-200
Closed -$147K – 301
2025
Q3 		$147K Hold
200
– – 0.02% 220
2025
Q2 		$148K Buy
+200
New +$124K 0.02% 189

Other funds holding META

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Family Management's META Position: Q1 2026 in Review

Family Management increased its Meta Platforms (Facebook) (META) stake by 0.7% in Q1 2026, buying an estimated $116K and bringing the position to 26,103 shares worth $14.9M. The position accounts for 1.79% of the portfolio, ranked #13.

Family Management first reported a position in META in Q2 2013 and has held it in 39 quarters since. The position peaked at $17.8M in Q2 2025. 5,076 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Family Management held 26,103 shares of Meta Platforms (Facebook) worth $14.9M as of Q1 2026.
  • Family Management bought 181 Meta Platforms (Facebook) shares in Q1 2026, an estimated $116K.
  • Meta Platforms (Facebook) made up 1.79% of Family Management's portfolio in Q1 2026, its #13 holding.
  • Family Management first reported a position in Meta Platforms (Facebook) in Q2 2013 and has held it in 39 quarters since.
  • Family Management's Meta Platforms (Facebook) position peaked at $17.8M in Q2 2025.
  • 5,076 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Family Management's 13F filing for Q1 2026, filed 15 May 2026.