Ground Swell Capital’s Meta Platforms (Facebook) META Stock Holding History

Ground Swell Capital’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	$734K	Buy	+1,283	New	+$822K	1.45%	13
2025 Q1	–	Sell	-517	Closed	-$303K	–	216
2024 Q4	$303K	Buy	+517	New	+$303K	0.46%	44
2024 Q1	–	Sell	-1,457	Closed	-$516K	–	102
2023 Q4	$516K	Buy	+1,457	New	+$474K	1.9%	11
2022 Q4	–	Sell	-9,426	Closed	-$1.28M	–	115
2022 Q3	$1.28M	Buy	9,426 +5,795	+160%	+$939K	3.64%	5
2022 Q2	$585K	Buy	+3,631	New	+$700K	1.07%	10
2021 Q2	–	Sell	-2,101	Closed	-$619K	–	128
2021 Q1	$619K	Buy	+2,101	New	+$566K	2%	13
2014 Q3	$260K	Buy	3,288 +793	+32%	+$58.2K	0.49%	29
2014 Q2	$168K	Buy	+2,495	New	+$153K	0.33%	29

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

Ground Swell Capital's META Position: Q1 2026 in Review

Ground Swell Capital opened a new position in Meta Platforms (Facebook) (META) in Q1 2026: 1,283 shares worth $734K. The stake represents 1.45% of the portfolio and ranks #13 among its holdings. This is a return to the name: Ground Swell Capital previously reported a position in META as recently as Q4 2024.

Ground Swell Capital first reported a position in META in Q2 2014 and has held it in 8 quarters since. The position peaked at $1.28M in Q3 2022. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

Ground Swell Capital held 1,283 shares of Meta Platforms (Facebook) worth $734K as of Q1 2026.
Meta Platforms (Facebook) was a new Ground Swell Capital position in Q1 2026.
Meta Platforms (Facebook) made up 1.45% of Ground Swell Capital's portfolio in Q1 2026, its #13 holding.
Ground Swell Capital first reported a position in Meta Platforms (Facebook) in Q2 2014 and has held it in 8 quarters since.
Ground Swell Capital's Meta Platforms (Facebook) position peaked at $1.28M in Q3 2022.
5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Ground Swell Capital's 13F filing for Q1 2026, filed 21 Apr 2026.