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

MAI 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	–	Hold	0	–	–	–	973
2025 Q4	–	Hold	0	–	–	–	876
2025 Q3	–	Hold	0	–	–	–	868
2025 Q2	–	Hold	0	–	–	–	803
2025 Q1	–	Hold	0	–	–	–	927
2024 Q4	–	Hold	0	–	–	–	948
2022 Q3	–	Sell	-300	Closed	-$48K	–	1000
2022 Q2	$48K	Hold	300	–	–	﹤0.01%	847
2022 Q1	$67K	Sell	300 -200	-40%	-$50K	﹤0.01%	865
2021 Q4	$168K	Sell	500 -500	-50%	-$166K	﹤0.01%	838
2021 Q3	$340K	Buy	1,000 +900	+900%	+$324K	0.01%	595
2021 Q2	$35K	Sell	100 -600	-86%	-$192K	﹤0.01%	763
2021 Q1	$206K	Buy	+700	New	+$188K	﹤0.01%	667
2020 Q4	–	Sell	-3,000	Closed	-$786K	–	689
2020 Q3	$786K	Hold	3,000	–	–	0.02%	316
2020 Q2	$681K	Buy	+3,000	New	+$626K	0.02%	352

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

MAI Capital Management's META Position: Q1 2026 in Review

MAI Capital Management increased its Meta Platforms (Facebook) (META) stake by 0.4% in Q1 2026, buying an estimated $476K and bringing the position to 188,317 shares worth $108M. The position accounts for 0.61% of the portfolio, ranked #34.

MAI Capital Management first reported a position in META in Q2 2013 and has held it in 52 quarters since. The position peaked at $138M in Q2 2025. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

MAI Capital Management held 188,317 shares of Meta Platforms (Facebook) worth $108M as of Q1 2026.
MAI Capital Management bought 742 Meta Platforms (Facebook) shares in Q1 2026, an estimated $476K.
Meta Platforms (Facebook) made up 0.61% of MAI Capital Management's portfolio in Q1 2026, its #34 holding.
MAI Capital Management first reported a position in Meta Platforms (Facebook) in Q2 2013 and has held it in 52 quarters since.
MAI Capital Management's Meta Platforms (Facebook) position peaked at $138M in Q2 2025.
5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.