Klein Pavlis & Peasley Financial’s Meta Platforms (Facebook) META Stock Holding History

Klein Pavlis & Peasley Financial’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	–	Sell	-361	Closed	-$238K	–	96
2025 Q4	$238K	Buy	+361	New	+$241K	0.14%	88
2025 Q1	–	Sell	-349	Closed	-$204K	–	81
2024 Q4	$204K	Sell	349 -20	-5%	-$11.7K	0.17%	75
2024 Q3	$211K	Sell	369 -31	-8%	-$16K	0.17%	78
2024 Q2	$202K	Buy	+400	New	+$194K	0.18%	77

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

Klein Pavlis & Peasley Financial's META Position: Q1 2026 in Review

Klein Pavlis & Peasley Financial sold out of Meta Platforms (Facebook) (META) in Q1 2026, closing a stake of 361 shares — an estimated $238K sold.

Klein Pavlis & Peasley Financial first reported a position in META in Q2 2024 and held it in 4 quarters. The position peaked at $238K in Q4 2025. 5,069 funds tracked by Wall St. Rank hold META as of Q1 2026.

Klein Pavlis & Peasley Financial reported no remaining Meta Platforms (Facebook) position as of Q1 2026 after selling out during the quarter.
Klein Pavlis & Peasley Financial sold 361 Meta Platforms (Facebook) shares in Q1 2026, an estimated $238K.
Klein Pavlis & Peasley Financial first reported a position in Meta Platforms (Facebook) in Q2 2024 and held it in 4 quarters.
Klein Pavlis & Peasley Financial's Meta Platforms (Facebook) position peaked at $238K in Q4 2025.
5,069 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Klein Pavlis & Peasley Financial's 13F filing for Q1 2026, filed 23 Apr 2026.