MAM
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McLean Asset Management’s Meta Platforms (Facebook) META Stock Holding History

McLean Asset 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 		$1.13M Sell
1,970
-34
-2% -$21.8K 0.2% 52
2025
Q4 		$1.23M Buy
2,004
+40
+2% +$26.7K 0.22% 46
2025
Q3 		$1.41M Buy
1,964
+84
+4% +$62.5K 0.29% 41
2025
Q2 		$1.34M Buy
1,880
+414
+28% +$256K 0.35% 40
2025
Q1 		$748K Sell
1,466
-92
-6% -$59.4K 0.25% 51
2024
Q4 		$912K Buy
1,558
+192
+14% +$113K 0.27% 48
2024
Q3 		$814K Buy
1,366
+29
+2% +$14.9K 0.25% 55
2024
Q2 		$715K Buy
1,337
+111
+9% +$54K 0.23% 56
2024
Q1 		$634K Sell
1,226
-34
-3% -$15.2K 0.22% 61
2023
Q4 		$443K Buy
1,260
+133
+12% +$43.3K 0.17% 72
2023
Q3 		$363K Hold
1,127
– – 0.15% 80
2023
Q2 		$323K Buy
1,127
+35
+3% +$8.64K 0.13% 90
2023
Q1 		$231K Buy
+1,092
New +$186K 0.1% 110
2022
Q3 		– Sell
-1,486
Closed -$252K – 134
2022
Q2 		$252K Sell
1,486
-105
-7% -$20.3K 0.1% 96
2022
Q1 		$354K Buy
1,591
+213
+15% +$53.2K 0.26% 72
2021
Q4 		$459K Sell
1,378
-33
-2% -$11K 0.18% 61
2021
Q3 		$446K Buy
1,411
+477
+51% +$172K 0.17% 64
2021
Q2 		$319K Buy
934
+89
+11% +$28.6K 0.14% 71
2021
Q1 		$257K Buy
845
+77
+10% +$20.7K 0.2% 80
2020
Q4 		$210K Buy
+768
New +$211K 0.18% 88

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

McLean Asset Management's META Position: Q1 2026 in Review

McLean Asset Management reduced its Meta Platforms (Facebook) (META) stake by 1.7% in Q1 2026, selling an estimated $21.8K and leaving 1,970 shares worth $1.13M. The position accounts for 0.2% of the portfolio, ranked #52.

McLean Asset Management first reported a position in META in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.41M in Q3 2025. 5,069 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • McLean Asset Management held 1,970 shares of Meta Platforms (Facebook) worth $1.13M as of Q1 2026.
  • McLean Asset Management sold 34 Meta Platforms (Facebook) shares in Q1 2026, an estimated $21.8K.
  • Meta Platforms (Facebook) made up 0.2% of McLean Asset Management's portfolio in Q1 2026, its #52 holding.
  • McLean Asset Management first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 20 quarters since.
  • McLean Asset Management's Meta Platforms (Facebook) position peaked at $1.41M in Q3 2025.
  • 5,069 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on McLean Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.