MTC
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McDaniel Terry & Co’s Meta Platforms (Facebook) META Stock Holding History

McDaniel Terry & Co’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 		$302K Buy
527
+101
+24% +$64.7K 0.03% 74
2025
Q4 		$281K Sell
426
-874
-67% -$584K 0.02% 71
2025
Q3 		$955K Buy
1,300
+8
+0.6% +$5.95K 0.08% 55
2025
Q2 		$954K Sell
1,292
-491
-28% -$303K 0.08% 54
2025
Q1 		$1.03M Sell
1,783
-404
-18% -$261K 0.09% 52
2024
Q4 		$1.28M Buy
2,187
+376
+21% +$221K 0.11% 49
2024
Q3 		$1.04M Buy
1,811
+24
+1% +$12.3K 0.09% 50
2024
Q2 		$901K Sell
1,787
-319
-15% -$155K 0.08% 52
2024
Q1 		$1.02M Buy
2,106
+1,018
+94% +$454K 0.09% 51
2023
Q4 		$385K Sell
1,088
-600
-36% -$195K 0.04% 68
2023
Q3 		$507K Buy
1,688
+227
+16% +$68.4K 0.05% 62
2023
Q2 		$419K Sell
1,461
-65
-4% -$16K 0.04% 67
2023
Q1 		$323K Buy
+1,526
New +$260K 0.04% 74
2022
Q4 		– Sell
-3,570
Closed -$484K – 93
2022
Q3 		$484K Hold
3,570
– – 0.06% 54
2022
Q2 		$576K Buy
3,570
+1,205
+51% +$232K 0.07% 51
2022
Q1 		$526K Sell
2,365
-102
-4% -$25.5K 0.06% 62
2021
Q4 		$830K Buy
+2,467
New +$819K 0.08% 54
2021
Q3 		– Sell
-2,204
Closed -$766K – 91
2021
Q2 		$766K Sell
2,204
-28
-1% -$8.98K 0.09% 49
2021
Q1 		$657K Buy
2,232
+22
+1% +$5.92K 0.08% 50
2020
Q4 		$604K Buy
2,210
+194
+10% +$53.2K 0.08% 50
2020
Q3 		$528K Hold
2,016
– – 0.07% 51
2020
Q2 		$458K Hold
2,016
– – 0.07% 52
2020
Q1 		$336K Buy
2,016
+195
+11% +$38.2K 0.06% 54
2019
Q4 		$374K Buy
1,821
+21
+1% +$4.07K 0.06% 58
2019
Q3 		$321K Buy
1,800
+482
+37% +$91.6K 0.05% 62
2019
Q2 		$254K Buy
+1,318
New +$241K 0.04% 56

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

McDaniel Terry & Co's META Position: Q1 2026 in Review

McDaniel Terry & Co increased its Meta Platforms (Facebook) (META) stake by 24% in Q1 2026, buying an estimated $64.7K and bringing the position to 527 shares worth $302K. The position accounts for 0.03% of the portfolio, ranked #74.

McDaniel Terry & Co first reported a position in META in Q2 2019 and has held it in 26 quarters since. The position peaked at $1.28M in Q4 2024. 5,066 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • McDaniel Terry & Co held 527 shares of Meta Platforms (Facebook) worth $302K as of Q1 2026.
  • McDaniel Terry & Co bought 101 Meta Platforms (Facebook) shares in Q1 2026, an estimated $64.7K.
  • Meta Platforms (Facebook) made up 0.03% of McDaniel Terry & Co's portfolio in Q1 2026, its #74 holding.
  • McDaniel Terry & Co first reported a position in Meta Platforms (Facebook) in Q2 2019 and has held it in 26 quarters since.
  • McDaniel Terry & Co's Meta Platforms (Facebook) position peaked at $1.28M in Q4 2024.
  • 5,066 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on McDaniel Terry & Co's 13F filing for Q1 2026, filed 5 May 2026.