Kapstone Financial Advisors’s Meta Platforms (Facebook) META Stock Holding History

Kapstone Financial Advisors’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	$4.85M	Hold	8,478	–	–	2.38%	6
2025 Q4	$5.6M	Buy	8,478 +60	+0.7%	+$40.1K	2.78%	5
2025 Q3	$6.18M	Sell	8,418 -872	-9%	-$649K	2.91%	6
2025 Q2	$6.86M	Buy	9,290 +179	+2%	+$111K	3.42%	5
2025 Q1	$5.25M	Sell	9,111 -12	-0.1%	-$7.74K	2.97%	6
2024 Q4	$6.17M	Sell	9,123 -132	-1%	-$77.5K	3.29%	5
2024 Q3	$5.25M	Hold	9,255	–	–	3.18%	6
2024 Q2	$4.67M	Sell	9,255 -75	-0.8%	-$36.5K	3.06%	6
2024 Q1	$4.53M	Hold	9,330	–	–	3.08%	6
2023 Q4	$3.67M	Buy	9,330 +10	+0.1%	+$3.26K	2.88%	6
2023 Q3	$2.8M	Buy	9,320 +3	+0%	+$904	2.52%	6
2023 Q2	$3.01M	Sell	9,317 -83	-0.9%	-$20.5K	2.49%	6
2023 Q1	$2.07M	Sell	9,400 -137	-1%	-$23.3K	1.87%	10
2022 Q4	$1.8M	Buy	+9,537	New	+$1.12M	1.64%	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

Kapstone Financial Advisors's META Position: Q1 2026 in Review

Kapstone Financial Advisors held its Meta Platforms (Facebook) (META) position steady in Q1 2026 at 8,478 shares worth $4.85M. The position accounts for 2.38% of the portfolio, ranked #6.

Kapstone Financial Advisors first reported a position in META in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.86M in Q2 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

Kapstone Financial Advisors held 8,478 shares of Meta Platforms (Facebook) worth $4.85M as of Q1 2026.
Kapstone Financial Advisors left its Meta Platforms (Facebook) share count unchanged in Q1 2026.
Meta Platforms (Facebook) made up 2.38% of Kapstone Financial Advisors's portfolio in Q1 2026, its #6 holding.
Kapstone Financial Advisors first reported a position in Meta Platforms (Facebook) in Q4 2022 and has held it in 14 quarters since.
Kapstone Financial Advisors's Meta Platforms (Facebook) position peaked at $6.86M in Q2 2025.
5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.