Graybill Wealth Management
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Graybill Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Graybill Wealth 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
Q3 		$5.04M Buy
+6,952
New +$4.34M 1.37% 36
2025
Q2 		– Sell
-200
Closed -$115K – 128
2025
Q1 		$115K Buy
+200
New +$129K 0.04% 86
2022
Q1 		– Sell
-10,689
Closed -$3.6M – 50
2021
Q4 		$3.6M Buy
+10,689
New +$3.55M 1.63% 34
2018
Q1 		– Sell
-13,120
Closed -$2.32M – 47
2017
Q4 		$2.32M Sell
13,120
-6,034
-32% -$1.07M 1.67% 37
2017
Q3 		$3.27M Sell
19,154
-115
-0.6% -$19.2K 2.42% 19
2017
Q2 		$2.91M Buy
19,269
+18
+0.1% +$2.68K 2.3% 26
2017
Q1 		$2.74M Buy
19,251
+15
+0.1% +$2K 2.17% 27
2016
Q4 		$2.21M Buy
19,236
+595
+3% +$73.1K 1.89% 31
2016
Q3 		$2.39M Buy
18,641
+105
+0.6% +$13K 2.22% 28
2016
Q2 		$2.12M Sell
18,536
-9,405
-34% -$1.08M 1.96% 31
2016
Q1 		$3.19M Sell
27,941
-15
-0.1% -$1.58K 2.88% 12
2015
Q4 		$2.93M Sell
27,956
-1,105
-4% -$114K 2.53% 17
2015
Q3 		$2.61M Buy
29,061
+36
+0.1% +$3.3K 2.14% 20
2015
Q2 		$2.49M Sell
29,025
-565
-2% -$46.1K 1.84% 31
2015
Q1 		$2.43M Sell
29,590
-185
-0.6% -$14.5K 1.83% 33
2014
Q4 		$2.32M Buy
29,775
+65
+0.2% +$4.97K 1.76% 35
2014
Q3 		$2.35M Sell
29,710
-12,885
-30% -$945K 1.8% 34
2014
Q2 		$2.87M Sell
42,595
-90
-0.2% -$5.54K 2.22% 17
2014
Q1 		$2.57M Sell
42,685
-555
-1% -$35.2K 2.12% 24
2013
Q4 		$2.36M Sell
43,240
-37,220
-46% -$1.87M 2.06% 29
2013
Q3 		$4.04M Sell
80,460
-2,165
-3% -$80.6K 3.45% 1
2013
Q2 		$2.06M Buy
+82,625
New +$2.12M 1.85% 30

Other funds holding META

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Graybill Wealth Management's META Position: Q3 2026 in Review

Graybill Wealth Management opened a new position in Meta Platforms (Facebook) (META) in Q3 2026: 6,952 shares worth $5.04M. The stake represents 1.37% of the portfolio and ranks #36 among its holdings. This is a return to the name: Graybill Wealth Management previously reported a position in META as recently as Q1 2025.

Graybill Wealth Management first reported a position in META in Q2 2013 and has held it in 22 quarters since. 4,551 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Graybill Wealth Management held 6,952 shares of Meta Platforms (Facebook) worth $5.04M as of Q3 2026.
  • Meta Platforms (Facebook) was a new Graybill Wealth Management position in Q3 2026.
  • Meta Platforms (Facebook) made up 1.37% of Graybill Wealth Management's portfolio in Q3 2026, its #36 holding.
  • Graybill Wealth Management first reported a position in Meta Platforms (Facebook) in Q2 2013 and has held it in 22 quarters since.
  • 4,551 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Graybill Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.