JBR Co Financial Management’s Meta Platforms (Facebook) META Stock Holding History

JBR Co Financial 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 Q3	$2.21M	Sell	3,613 -75	-2%	-$46.8K	0.85%	29
2026 Q2	$2.08M	Sell	3,688 -237	-6%	-$145K	0.76%	34
2026 Q1	$2.59M	Hold	3,925	–	–	1.08%	26
2025 Q4	$2.59M	Sell	3,925 -245	-6%	-$164K	1.08%	26
2025 Q3	$3.06M	Buy	4,170 +137	+3%	+$102K	1.3%	20
2025 Q2	$2.98M	Sell	4,033 -38	-0.9%	-$23.5K	1.47%	16
2025 Q1	$2.35M	Buy	4,071 +60	+1%	+$38.7K	1.37%	20
2024 Q4	$2.35M	Buy	4,011 +198	+5%	+$116K	1.43%	19
2024 Q3	$2.18M	Buy	3,813 +14	+0.4%	+$7.2K	1.43%	19
2024 Q2	$1.92M	Buy	3,799 +65	+2%	+$31.6K	1.35%	20
2024 Q1	$1.81M	Sell	3,734 -10	-0.3%	-$4.46K	1.45%	21
2023 Q4	$1.33M	Buy	+3,744	New	+$1.22M	1.24%	22

Other funds holding META

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

JBR Co Financial Management's META Position: Q3 2026 in Review

JBR Co Financial Management reduced its Meta Platforms (Facebook) (META) stake by 2% in Q3 2026, selling an estimated $46.8K and leaving 3,613 shares worth $2.21M. The position accounts for 0.85% of the portfolio, ranked #29.

JBR Co Financial Management first reported a position in META in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.06M in Q3 2025. 4,551 funds tracked by Wall St. Rank hold META as of Q3 2026.

JBR Co Financial Management held 3,613 shares of Meta Platforms (Facebook) worth $2.21M as of Q3 2026.
JBR Co Financial Management sold 75 Meta Platforms (Facebook) shares in Q3 2026, an estimated $46.8K.
Meta Platforms (Facebook) made up 0.85% of JBR Co Financial Management's portfolio in Q3 2026, its #29 holding.
JBR Co Financial Management first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 12 quarters since.
JBR Co Financial Management's Meta Platforms (Facebook) position peaked at $3.06M in Q3 2025.
4,551 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on JBR Co Financial Management's 13F filing for Q3 2026, filed 13 Oct 2026.