JFG
META icon

JDM Financial Group’s Meta Platforms (Facebook) META Stock Holding History

JDM Financial Group’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 		$138K Hold
241
– – 0.05% 68
2025
Q4 		$159K Hold
241
– – 0.06% 66
2025
Q3 		$177K Buy
241
+177
+277% +$132K 0.07% 57
2025
Q2 		$47.2K Hold
64
– – 0.02% 93
2025
Q1 		$36.9K Buy
64
+12
+23% +$7.74K 0.02% 100
2024
Q4 		$30.4K Hold
52
– – 0.02% 108
2024
Q3 		$29.8K Buy
+52
New +$26.8K 0.02% 109

Other funds holding META

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JDM Financial Group's META Position: Q1 2026 in Review

JDM Financial Group held its Meta Platforms (Facebook) (META) position steady in Q1 2026 at 241 shares worth $138K. The position accounts for 0.05% of the portfolio, ranked #68.

JDM Financial Group first reported a position in META in Q3 2024 and has held it in 7 quarters since. The position peaked at $177K in Q3 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • JDM Financial Group held 241 shares of Meta Platforms (Facebook) worth $138K as of Q1 2026.
  • JDM Financial Group left its Meta Platforms (Facebook) share count unchanged in Q1 2026.
  • Meta Platforms (Facebook) made up 0.05% of JDM Financial Group's portfolio in Q1 2026, its #68 holding.
  • JDM Financial Group first reported a position in Meta Platforms (Facebook) in Q3 2024 and has held it in 7 quarters since.
  • JDM Financial Group's Meta Platforms (Facebook) position peaked at $177K in Q3 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on JDM Financial Group's 13F filing for Q1 2026, filed 21 May 2026.