JGCM
META icon

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

Joseph Group 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 		$260K Buy
455
+225
+98% +$144K 0.07% 61
2025
Q4 		$152K Buy
+230
New +$154K 0.04% 66
2025
Q3 		– Sell
-12
Closed -$8.86K – 105
2025
Q2 		$8.86K Buy
+12
New +$7.42K ﹤0.01% 99
2022
Q4 		– Sell
-300
Closed -$41K – 101
2022
Q3 		$41K Hold
300
– – 0.04% 56
2022
Q2 		$48K Buy
+300
New +$57.9K 0.05% 57

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

Joseph Group Capital Management's META Position: Q1 2026 in Review

Joseph Group Capital Management increased its Meta Platforms (Facebook) (META) stake by 98% in Q1 2026, buying an estimated $144K and bringing the position to 455 shares worth $260K. The position accounts for 0.07% of the portfolio, ranked #61.

Joseph Group Capital Management first reported a position in META in Q2 2022 and has held it in 5 quarters since. 5,066 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Joseph Group Capital Management held 455 shares of Meta Platforms (Facebook) worth $260K as of Q1 2026.
  • Joseph Group Capital Management bought 225 Meta Platforms (Facebook) shares in Q1 2026, an estimated $144K.
  • Meta Platforms (Facebook) made up 0.07% of Joseph Group Capital Management's portfolio in Q1 2026, its #61 holding.
  • Joseph Group Capital Management first reported a position in Meta Platforms (Facebook) in Q2 2022 and has held it in 5 quarters since.
  • 5,066 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Joseph Group Capital Management's 13F filing for Q1 2026, filed 8 May 2026.