Jacobsen Capital Management’s Meta Platforms (Facebook) META Stock Holding History

Jacobsen Capital 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	$2.46M	Buy	4,308 +201	+5%	+$129K	0.83%	19
2025 Q4	$2.71M	Sell	4,107 -221	-5%	-$148K	0.89%	16
2025 Q3	$3.18M	Buy	4,328 +55	+1%	+$40.9K	1.08%	15
2025 Q2	$3.15M	Buy	4,273 +483	+13%	+$298K	1.16%	15
2025 Q1	$2.18M	Buy	3,790 +198	+6%	+$128K	0.95%	16
2024 Q4	$2.1M	Sell	3,592 -15	-0.4%	-$8.8K	0.9%	16
2024 Q3	$2.06M	Buy	3,607 +5	+0.1%	+$2.57K	0.87%	16
2024 Q2	$1.82M	Buy	3,602 +241	+7%	+$117K	0.81%	16
2024 Q1	$1.63M	Sell	3,361 -14	-0.4%	-$6.25K	0.76%	16
2023 Q4	$1.19M	Buy	3,375 +45	+1%	+$14.7K	0.6%	16
2023 Q3	$1,000K	Buy	3,330 +45	+1%	+$13.6K	0.54%	20
2023 Q2	$943K	Buy	3,285 +1,593	+94%	+$393K	0.49%	20
2023 Q1	$359K	Buy	+1,692	New	+$288K	0.19%	49
2022 Q4	–	Sell	-13,475	Closed	-$1.83M	–	54
2022 Q3	$1.83M	Sell	13,475 -80	-0.6%	-$13K	1.05%	18
2022 Q2	$2.19M	Sell	13,555 -1,183	-8%	-$228K	1.16%	14
2022 Q1	$3.28M	Buy	14,738 +4,815	+49%	+$1.2M	1.5%	12
2021 Q4	$3.34M	Buy	9,923 +85	+0.9%	+$28.2K	1.58%	11
2021 Q3	$3.34M	Buy	9,838 +221	+2%	+$79.6K	1.69%	11
2021 Q2	$3.34M	Sell	9,617 -1,273	-12%	-$408K	1.71%	11
2021 Q1	$3.21M	Sell	10,890 -344	-3%	-$92.6K	1.77%	10
2020 Q4	$3.07M	Sell	11,234 -1	-0%	-$274	1.82%	11
2020 Q3	$2.94M	Sell	11,235 -388	-3%	-$100K	2.06%	10
2020 Q2	$2.64M	Buy	+11,623	New	+$2.43M	2.01%	10
2019 Q4	$1.96M	Sell	9,538 -61	-0.6%	-$11.8K	1.96%	10
2019 Q3	$1.71M	Sell	9,599 -25	-0.3%	-$4.75K	1.64%	11
2019 Q2	$1.86M	Buy	+9,624	New	+$1.76M	1.85%	11

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

Jacobsen Capital Management's META Position: Q1 2026 in Review

Jacobsen Capital Management increased its Meta Platforms (Facebook) (META) stake by 4.9% in Q1 2026, buying an estimated $129K and bringing the position to 4,308 shares worth $2.46M. The position accounts for 0.83% of the portfolio, ranked #19.

Jacobsen Capital Management first reported a position in META in Q2 2019 and has held it in 26 quarters since. The position peaked at $3.34M in Q2 2021. 5,065 funds tracked by Wall St. Rank hold META as of Q1 2026.

Jacobsen Capital Management held 4,308 shares of Meta Platforms (Facebook) worth $2.46M as of Q1 2026.
Jacobsen Capital Management bought 201 Meta Platforms (Facebook) shares in Q1 2026, an estimated $129K.
Meta Platforms (Facebook) made up 0.83% of Jacobsen Capital Management's portfolio in Q1 2026, its #19 holding.
Jacobsen Capital Management first reported a position in Meta Platforms (Facebook) in Q2 2019 and has held it in 26 quarters since.
Jacobsen Capital Management's Meta Platforms (Facebook) position peaked at $3.34M in Q2 2021.
5,065 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Jacobsen Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.