MIM
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Marshall Investment Management’s Meta Platforms (Facebook) META Stock Holding History

Marshall Investment 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 		$235K Sell
411
-4,564
-92% -$2.92M 0.11% 71
2025
Q4 		$3.28M Buy
4,975
+609
+14% +$407K 1.65% 19
2025
Q3 		$3.21M Buy
+4,366
New +$3.25M 1.7% 19
2025
Q2 		– Sell
-4,332
Closed -$2.5M – 141
2025
Q1 		$2.5M Sell
4,332
-153
-3% -$98.7K 1.55% 26
2024
Q4 		$2.57M Buy
+4,485
New +$2.63M 1.51% 27

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

Marshall Investment Management's META Position: Q1 2026 in Review

Marshall Investment Management reduced its Meta Platforms (Facebook) (META) stake by 92% in Q1 2026, selling an estimated $2.92M and leaving 411 shares worth $235K. The position accounts for 0.11% of the portfolio, ranked #71.

Marshall Investment Management first reported a position in META in Q4 2024 and has held it in 5 quarters since. The position peaked at $3.28M in Q4 2025. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Marshall Investment Management held 411 shares of Meta Platforms (Facebook) worth $235K as of Q1 2026.
  • Marshall Investment Management sold 4,564 Meta Platforms (Facebook) shares in Q1 2026, an estimated $2.92M.
  • Meta Platforms (Facebook) made up 0.11% of Marshall Investment Management's portfolio in Q1 2026, its #71 holding.
  • Marshall Investment Management first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 5 quarters since.
  • Marshall Investment Management's Meta Platforms (Facebook) position peaked at $3.28M in Q4 2025.
  • 5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Marshall Investment Management's 13F filing for Q1 2026, filed 8 May 2026.