Goepper Burkhardt’s Meta Platforms (Facebook) META Stock Holding History

Goepper Burkhardt’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	$672K	Sell	1,174 -46	-4%	-$29.5K	0.22%	55
2025 Q4	$805K	Buy	1,220 +195	+19%	+$130K	0.26%	44
2025 Q3	$753K	Buy	1,025 +45	+5%	+$33.5K	0.26%	49
2025 Q2	$723K	Buy	980 +30	+3%	+$18.5K	0.27%	46
2025 Q1	$548K	Buy	950 +25	+3%	+$16.1K	0.22%	53
2024 Q4	$542K	Hold	925	–	–	0.22%	48
2024 Q3	$530K	Hold	925	–	–	0.22%	48
2024 Q2	$466K	Hold	925	–	–	0.21%	51
2024 Q1	$441K	Buy	925 +73	+9%	+$32.6K	0.21%	52
2023 Q4	$399K	Buy	852 +5	+0.6%	+$1.63K	0.2%	54
2023 Q3	$254K	Sell	847 -7,623	-90%	-$2.3M	0.16%	56
2023 Q2	$243K	Buy	8,470 +7,523	+794%	+$1.86M	0.15%	58
2023 Q1	$201K	Buy	+947	New	+$161K	0.13%	65
2022 Q2	–	Sell	-1,081	Closed	-$240K	–	64
2022 Q1	$240K	Buy	1,081 +56	+5%	+$14K	0.15%	61
2021 Q4	$345K	Hold	1,025	–	–	0.21%	49
2021 Q3	$348K	Buy	1,025 +25	+3%	+$9K	0.22%	45
2021 Q2	$348K	Hold	1,000	–	–	0.22%	47
2021 Q1	$295K	Hold	1,000	–	–	0.2%	49
2020 Q4	$273K	Buy	+1,000	New	+$274K	0.2%	51

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

Goepper Burkhardt's META Position: Q1 2026 in Review

Goepper Burkhardt reduced its Meta Platforms (Facebook) (META) stake by 3.8% in Q1 2026, selling an estimated $29.5K and leaving 1,174 shares worth $672K. The position accounts for 0.22% of the portfolio, ranked #55.

Goepper Burkhardt first reported a position in META in Q4 2020 and has held it in 19 quarters since. The position peaked at $805K in Q4 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

Goepper Burkhardt held 1,174 shares of Meta Platforms (Facebook) worth $672K as of Q1 2026.
Goepper Burkhardt sold 46 Meta Platforms (Facebook) shares in Q1 2026, an estimated $29.5K.
Meta Platforms (Facebook) made up 0.22% of Goepper Burkhardt's portfolio in Q1 2026, its #55 holding.
Goepper Burkhardt first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 19 quarters since.
Goepper Burkhardt's Meta Platforms (Facebook) position peaked at $805K in Q4 2025.
5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Goepper Burkhardt's 13F filing for Q1 2026, filed 13 May 2026.