IAA
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Independent Advisor Alliance’s Meta Platforms (Facebook) META Stock Holding History

Independent Advisor Alliance’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
2020
Q3 		– Sell
-1
Closed -$1K – 517
2020
Q2 		$1K Buy
+1
New +$209 ﹤0.01% 488
2018
Q4 		– Sell
-64,131
Closed -$10.2M – 439
2018
Q3 		$10.2M Buy
+64,131
New +$11.6M 1.83% 6
2017
Q3 		– Sell
-10
Closed -$55K – 274
2017
Q2 		$55K Buy
+10
New +$1.49K 0.02% 241

Other funds holding META

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Independent Advisor Alliance's META Position: Q1 2026 in Review

Independent Advisor Alliance increased its Meta Platforms (Facebook) (META) stake by 6.6% in Q1 2026, buying an estimated $4.14M and bringing the position to 104,147 shares worth $59.6M. The position accounts for 0.64% of the portfolio, ranked #30.

Independent Advisor Alliance first reported a position in META in Q4 2016 and has held it in 37 quarters since. The position peaked at $67M in Q3 2025. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Independent Advisor Alliance held 104,147 shares of Meta Platforms (Facebook) worth $59.6M as of Q1 2026.
  • Independent Advisor Alliance bought 6,458 Meta Platforms (Facebook) shares in Q1 2026, an estimated $4.14M.
  • Meta Platforms (Facebook) made up 0.64% of Independent Advisor Alliance's portfolio in Q1 2026, its #30 holding.
  • Independent Advisor Alliance first reported a position in Meta Platforms (Facebook) in Q4 2016 and has held it in 37 quarters since.
  • Independent Advisor Alliance's Meta Platforms (Facebook) position peaked at $67M in Q3 2025.
  • 5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.