Ironwood Investment Management’s Meta Platforms (Facebook) META Stock Holding History

Ironwood Investment Management’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	$394K	Sell	689 -1	-0.1%	-$641	0.16%	129
2025 Q4	$455K	Hold	690	–	–	0.19%	118
2025 Q3	$507K	Hold	690	–	–	0.22%	115
2025 Q2	$509K	Sell	690 -14	-2%	-$8.65K	0.25%	107
2025 Q1	$406K	Hold	704	–	–	0.22%	110
2024 Q4	$412K	Hold	704	–	–	0.21%	116
2024 Q3	$403K	Sell	704 -30	-4%	-$15.4K	0.2%	116
2024 Q2	$370K	Hold	734	–	–	0.2%	117
2024 Q1	$356K	Sell	734 -80	-10%	-$35.7K	0.17%	125
2023 Q4	$288K	Hold	814	–	–	0.15%	132
2023 Q3	$244K	Hold	814	–	–	0.15%	130
2023 Q2	$234K	Buy	+814	New	+$201K	0.13%	139
2022 Q2	–	Sell	-936	Closed	-$208K	–	170
2022 Q1	$208K	Sell	936 -15	-2%	-$3.75K	0.11%	161
2021 Q4	$320K	Hold	951	–	–	0.16%	142
2021 Q3	$323K	Sell	951 -10	-1%	-$3.6K	0.17%	140
2021 Q2	$334K	Hold	961	–	–	0.17%	141
2021 Q1	$283K	Sell	961 -13	-1%	-$3.5K	0.15%	151
2020 Q4	$266K	Hold	974	–	–	0.16%	143
2020 Q3	$255K	Hold	974	–	–	0.18%	134
2020 Q2	$221K	Buy	+974	New	+$203K	0.17%	131

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

Ironwood Investment Management's META Position: Q1 2026 in Review

Ironwood Investment Management reduced its Meta Platforms (Facebook) (META) stake by 0.14% in Q1 2026, selling an estimated $641 and leaving 689 shares worth $394K. The position accounts for 0.16% of the portfolio, ranked #129.

Ironwood Investment Management first reported a position in META in Q2 2020 and has held it in 20 quarters since. The position peaked at $509K in Q2 2025. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

Ironwood Investment Management held 689 shares of Meta Platforms (Facebook) worth $394K as of Q1 2026.
Ironwood Investment Management sold 1 Meta Platforms (Facebook) share in Q1 2026, an estimated $641.
Meta Platforms (Facebook) made up 0.16% of Ironwood Investment Management's portfolio in Q1 2026, its #129 holding.
Ironwood Investment Management first reported a position in Meta Platforms (Facebook) in Q2 2020 and has held it in 20 quarters since.
Ironwood Investment Management's Meta Platforms (Facebook) position peaked at $509K in Q2 2025.
5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Ironwood Investment Management's 13F filing for Q1 2026, filed 15 May 2026.