Horizon Family Wealth’s Meta Platforms (Facebook) META Stock Holding History

Horizon Family Wealth’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	$292K	Buy	511 +4	+0.8%	+$2.56K	0.15%	80
2025 Q4	$335K	Sell	507 -19	-4%	-$12.7K	0.18%	71
2025 Q3	$386K	Buy	526 +19	+4%	+$14.1K	0.22%	61
2025 Q2	$374K	Sell	507 -8	-2%	-$4.94K	0.23%	60
2025 Q1	$296K	Sell	515 -35	-6%	-$22.6K	0.2%	60
2024 Q4	$322K	Hold	550	–	–	0.21%	63
2024 Q3	$315K	Buy	550 +2	+0.4%	+$1.03K	0.22%	61
2024 Q2	$276K	Buy	548 +1	+0.2%	+$486	0.21%	60
2024 Q1	$266K	Buy	+547	New	+$244K	0.21%	60

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

Horizon Family Wealth's META Position: Q1 2026 in Review

Horizon Family Wealth increased its Meta Platforms (Facebook) (META) stake by 0.79% in Q1 2026, buying an estimated $2.56K and bringing the position to 511 shares worth $292K. The position accounts for 0.15% of the portfolio, ranked #80.

Horizon Family Wealth first reported a position in META in Q1 2024 and has held it in 9 quarters since. The position peaked at $386K in Q3 2025. 5,069 funds tracked by Wall St. Rank hold META as of Q1 2026.

Horizon Family Wealth held 511 shares of Meta Platforms (Facebook) worth $292K as of Q1 2026.
Horizon Family Wealth bought 4 Meta Platforms (Facebook) shares in Q1 2026, an estimated $2.56K.
Meta Platforms (Facebook) made up 0.15% of Horizon Family Wealth's portfolio in Q1 2026, its #80 holding.
Horizon Family Wealth first reported a position in Meta Platforms (Facebook) in Q1 2024 and has held it in 9 quarters since.
Horizon Family Wealth's Meta Platforms (Facebook) position peaked at $386K in Q3 2025.
5,069 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Horizon Family Wealth's 13F filing for Q1 2026, filed 8 May 2026.