Independent Family Office’s Meta Platforms (Facebook) META Stock Holding History

Independent Family Office’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	$807K	Buy	1,410 +820	+139%	+$526K	0.33%	45
2025 Q4	$389K	Buy	590 +127	+27%	+$84.8K	0.16%	59
2025 Q3	$340K	Hold	463	–	–	0.14%	61
2025 Q2	$342K	Sell	463 -300	-39%	-$185K	0.16%	59
2025 Q1	$440K	Hold	763	–	–	0.23%	49
2024 Q4	$447K	Hold	763	–	–	0.23%	49
2024 Q3	$439K	Buy	763 +163	+27%	+$83.9K	0.22%	49
2024 Q2	$301K	Sell	600 -305	-34%	-$148K	0.17%	53
2024 Q1	$439K	Buy	905 +196	+28%	+$87.4K	0.24%	54
2023 Q4	$251K	Hold	709	–	–	0.14%	64
2023 Q3	$213K	Buy	+709	New	+$214K	0.13%	65

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

Independent Family Office's META Position: Q1 2026 in Review

Independent Family Office increased its Meta Platforms (Facebook) (META) stake by 139% in Q1 2026, buying an estimated $526K and bringing the position to 1,410 shares worth $807K. The position accounts for 0.33% of the portfolio, ranked #45.

Independent Family Office first reported a position in META in Q3 2023 and has held it in 11 quarters since. 5,069 funds tracked by Wall St. Rank hold META as of Q1 2026.

Independent Family Office held 1,410 shares of Meta Platforms (Facebook) worth $807K as of Q1 2026.
Independent Family Office bought 820 Meta Platforms (Facebook) shares in Q1 2026, an estimated $526K.
Meta Platforms (Facebook) made up 0.33% of Independent Family Office's portfolio in Q1 2026, its #45 holding.
Independent Family Office first reported a position in Meta Platforms (Facebook) in Q3 2023 and has held it in 11 quarters since.
5,069 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Independent Family Office's 13F filing for Q1 2026, filed 15 May 2026.