Forte Asset Management’s Meta Platforms (Facebook) META Stock Holding History

Forte Asset 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
2026 Q1	$343K	Hold	600	–	–	0.15%	65
2025 Q4	$396K	Hold	600	–	–	0.18%	60
2025 Q3	$441K	Hold	600	–	–	0.21%	60
2025 Q2	$443K	Hold	600	–	–	0.23%	56
2025 Q1	$346K	Hold	600	–	–	0.17%	60
2024 Q4	$351K	Hold	600	–	–	0.19%	57
2024 Q3	$343K	Sell	600 -150	-20%	-$77.2K	0.18%	57
2024 Q2	$378K	Sell	750 -250	-25%	-$122K	0.22%	52
2024 Q1	$486K	Hold	1,000	–	–	0.29%	44
2023 Q4	$354K	Hold	1,000	–	–	0.24%	49
2023 Q3	$300K	Hold	1,000	–	–	0.2%	46
2023 Q2	$287K	Hold	1,000	–	–	0.19%	51
2023 Q1	$212K	Buy	+1,000	New	+$170K	0.14%	59

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

Forte Asset Management's META Position: Q1 2026 in Review

Forte Asset Management held its Meta Platforms (Facebook) (META) position steady in Q1 2026 at 600 shares worth $343K. The position accounts for 0.15% of the portfolio, ranked #65.

Forte Asset Management first reported a position in META in Q1 2023 and has held it in 13 quarters since. The position peaked at $486K in Q1 2024. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

Forte Asset Management held 600 shares of Meta Platforms (Facebook) worth $343K as of Q1 2026.
Forte Asset Management left its Meta Platforms (Facebook) share count unchanged in Q1 2026.
Meta Platforms (Facebook) made up 0.15% of Forte Asset Management's portfolio in Q1 2026, its #65 holding.
Forte Asset Management first reported a position in Meta Platforms (Facebook) in Q1 2023 and has held it in 13 quarters since.
Forte Asset Management's Meta Platforms (Facebook) position peaked at $486K in Q1 2024.
5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Forte Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.