IBEX Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.1M | Buy |
17,682
+628
| +4% | +$402K | 0.94% | 31 |
|
|
2025
Q4 | $11.3M | Sell |
17,054
-4,266
| -20% | -$2.85M | 1.1% | 25 |
|
|
2025
Q3 | $15.7M | Buy |
21,320
+2,471
| +13% | +$1.84M | 1.5% | 11 |
|
|
2025
Q2 | $13.9M | Buy |
18,849
+2,065
| +12% | +$1.28M | 1.48% | 13 |
|
|
2025
Q1 | $9.67M | Sell |
16,784
-4,871
| -22% | -$3.14M | 1.28% | 26 |
|
|
2024
Q4 | $12.7M | Buy |
+21,655
| New | +$12.7M | 1.49% | 13 |
|
|
2024
Q3 | – | Sell |
-20,143
| Closed | -$10.2M | – | 194 |
|
|
2024
Q2 | $10.2M | Buy |
+20,143
| New | +$9.79M | 1.58% | 14 |
|
|
2024
Q1 | – | Sell |
-15
| Closed | -$5.37K | – | 138 |
|
|
2023
Q4 | $5.37K | Sell |
15
-7,500
| -100% | -$2.44M | 1.17% | 31 |
|
|
2023
Q3 | $2.26M | Buy |
+7,515
| New | +$2.26M | 0.57% | 56 |
|
|
2022
Q1 | – | Sell |
-3,344
| Closed | -$1.13M | – | 195 |
|
|
2021
Q4 | $1.13M | Sell |
3,344
-162
| -5% | -$53.8K | 0.2% | 108 |
|
|
2021
Q3 | $1.19M | Buy |
+3,506
| New | +$1.26M | 0.23% | 105 |
|
|
2021
Q1 | – | Sell |
-17,238
| Closed | -$4.71M | – | 122 |
|
|
2020
Q4 | $4.71M | Buy |
17,238
+287
| +2% | +$78.7K | 1.23% | 27 |
|
|
2020
Q3 | $4.44M | Buy |
16,951
+531
| +3% | +$137K | 1.29% | 27 |
|
|
2020
Q2 | $3.73M | Buy |
16,420
+6,038
| +58% | +$1.26M | 1.2% | 31 |
|
|
2020
Q1 | $1.73M | Buy |
+10,382
| New | +$2.03M | 0.67% | 64 |
|
|
2019
Q3 | – | Sell |
-337
| Closed | -$65K | – | 266 |
|
|
2019
Q2 | $65K | Buy |
+337
| New | +$61.6K | 0.02% | 192 |
|
|
2019
Q1 | – | Sell |
-10,150
| Closed | -$1.33M | – | 106 |
|
|
2018
Q4 | $1.33M | Sell |
10,150
-21,108
| -68% | -$3.06M | 0.61% | 50 |
|
|
2018
Q3 | $5.08M | Buy |
31,258
+4,998
| +19% | +$905K | 1.82% | 14 |
|
|
2018
Q2 | $4.08M | Hold |
26,260
| – | – | 1.63% | 19 |
|
|
2018
Q1 | $4.08M | Sell |
26,260
-6,978
| -21% | -$1.25M | 1.66% | 19 |
|
|
2017
Q4 | $6.26M | Sell |
33,238
-158
| -0.5% | -$27.9K | 2.77% | 7 |
|
|
2017
Q3 | $5.76M | Sell |
33,396
-350
| -1% | -$58.4K | 2.13% | 7 |
|
|
2017
Q2 | $5.18M | Buy |
33,746
+2,189
| +7% | +$325K | 2.04% | 7 |
|
|
2017
Q1 | $4.48M | Sell |
31,557
-85
| -0.3% | -$11.4K | 2.76% | 8 |
|
|
2016
Q4 | $4.02M | Buy |
31,642
+1,856
| +6% | +$228K | 1.92% | 10 |
|
|
2016
Q3 | $3.82M | Buy |
+29,786
| New | +$3.7M | 2.09% | 8 |
|
Other funds holding META
VCM
VPM
IBEX Wealth Advisors's META Position: Q1 2026 in Review
IBEX Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 3.7% in Q1 2026, buying an estimated $402K and bringing the position to 17,682 shares worth $10.1M. The position accounts for 0.94% of the portfolio, ranked #31.
IBEX Wealth Advisors first reported a position in META in Q3 2016 and has held it in 26 quarters since. The position peaked at $15.7M in Q3 2025. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.
- IBEX Wealth Advisors held 17,682 shares of Meta Platforms (Facebook) worth $10.1M as of Q1 2026.
- IBEX Wealth Advisors bought 628 Meta Platforms (Facebook) shares in Q1 2026, an estimated $402K.
- Meta Platforms (Facebook) made up 0.94% of IBEX Wealth Advisors's portfolio in Q1 2026, its #31 holding.
- IBEX Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q3 2016 and has held it in 26 quarters since.
- IBEX Wealth Advisors's Meta Platforms (Facebook) position peaked at $15.7M in Q3 2025.
- 5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.
Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.