IronBridge Private Wealth’s Meta Platforms (Facebook) META Stock Holding History

IronBridge Private 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	–	Sell	-401	Closed	-$265K	–	52
2025 Q4	$265K	Hold	401	–	–	0.08%	41
2025 Q3	$294K	Hold	401	–	–	0.09%	39
2025 Q2	$296K	Sell	401 -128	-24%	-$79.1K	0.1%	33
2025 Q1	$305K	Buy	529 +67	+15%	+$43.2K	0.12%	40
2024 Q4	$271K	Buy	462 +100	+28%	+$58.7K	0.1%	42
2024 Q3	$207K	Buy	+362	New	+$186K	0.08%	45
2022 Q1	–	Sell	-402	Closed	-$135K	–	193
2021 Q4	$135K	Hold	402	–	–	0.07%	41
2021 Q3	$136K	Hold	402	–	–	0.07%	40
2021 Q2	$140K	Buy	402 +20	+5%	+$6.42K	0.08%	41
2021 Q1	$113K	Hold	382	–	–	0.07%	42
2020 Q4	$104K	Buy	+382	New	+$105K	0.08%	41

Other funds holding META

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

IronBridge Private Wealth's META Position: Q1 2026 in Review

IronBridge Private Wealth sold out of Meta Platforms (Facebook) (META) in Q1 2026, closing a stake of 401 shares — an estimated $265K sold.

IronBridge Private Wealth first reported a position in META in Q4 2020 and held it in 11 quarters. The position peaked at $305K in Q1 2025. 5,105 funds tracked by Wall St. Rank hold META as of Q1 2026.

IronBridge Private Wealth reported no remaining Meta Platforms (Facebook) position as of Q1 2026 after selling out during the quarter.
IronBridge Private Wealth sold 401 Meta Platforms (Facebook) shares in Q1 2026, an estimated $265K.
IronBridge Private Wealth first reported a position in Meta Platforms (Facebook) in Q4 2020 and held it in 11 quarters.
IronBridge Private Wealth's Meta Platforms (Facebook) position peaked at $305K in Q1 2025.
5,105 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on IronBridge Private Wealth's 13F filing for Q1 2026, filed 14 May 2026.