MFG
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Menard Financial Group’s Meta Platforms (Facebook) META Stock Holding History

Menard Financial Group’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 		$5.15M Buy
9,005
+89
+1% +$57K 3.6% 6
2025
Q4 		$5.89M Buy
8,916
+13
+0.1% +$8.68K 4.04% 5
2025
Q3 		$6.54M Sell
8,903
-2,130
-19% -$1.59M 4.4% 3
2025
Q2 		$8.14M Sell
11,033
-1,083
-9% -$669K 4.84% 3
2025
Q1 		$7.12M Buy
12,116
+2,362
+24% +$1.52M 4.67% 3
2024
Q4 		$5.71M Buy
9,754
+1,125
+13% +$660K 3.43% 4
2024
Q3 		$4.94M Sell
8,629
-127
-1% -$65.3K 3.25% 4
2024
Q2 		$4.41M Buy
8,756
+1,189
+16% +$578K 3.15% 5
2024
Q1 		$3.67M Buy
7,567
+3,428
+83% +$1.53M 3.09% 5
2023
Q4 		$1.47M Buy
4,139
+77
+2% +$25.1K 1.82% 11
2023
Q3 		$1.22M Buy
4,062
+2,818
+227% +$849K 1.76% 13
2023
Q2 		$357K Buy
+1,244
New +$307K 0.73% 28
2022
Q2 		– Sell
-1,034
Closed -$230K – 109
2022
Q1 		$230K Sell
1,034
-8,593
-89% -$2.15M 0.23% 120
2021
Q4 		$3.24M Buy
9,627
+524
+6% +$174K 2.65% 7
2021
Q3 		$3.09M Buy
9,103
+593
+7% +$214K 2.71% 5
2021
Q2 		$2.96M Buy
8,510
+683
+9% +$219K 2.8% 6
2021
Q1 		$2.31M Sell
7,827
-263
-3% -$70.8K 2.48% 9
2020
Q4 		$2.21M Sell
8,090
-240
-3% -$65.8K 2.38% 9
2020
Q3 		$2.18M Buy
8,330
+4,213
+102% +$1.09M 2.53% 10
2020
Q2 		$935K Buy
+4,117
New +$860K 1.17% 17
2020
Q1 		– Sell
-6,237
Closed -$1.28M – 84
2019
Q4 		$1.28M Buy
+6,237
New +$1.21M 1.23% 21

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

Menard Financial Group's META Position: Q1 2026 in Review

Menard Financial Group increased its Meta Platforms (Facebook) (META) stake by 1% in Q1 2026, buying an estimated $57K and bringing the position to 9,005 shares worth $5.15M. The position accounts for 3.6% of the portfolio, ranked #6.

Menard Financial Group first reported a position in META in Q4 2019 and has held it in 21 quarters since. The position peaked at $8.14M in Q2 2025. 5,069 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Menard Financial Group held 9,005 shares of Meta Platforms (Facebook) worth $5.15M as of Q1 2026.
  • Menard Financial Group bought 89 Meta Platforms (Facebook) shares in Q1 2026, an estimated $57K.
  • Meta Platforms (Facebook) made up 3.6% of Menard Financial Group's portfolio in Q1 2026, its #6 holding.
  • Menard Financial Group first reported a position in Meta Platforms (Facebook) in Q4 2019 and has held it in 21 quarters since.
  • Menard Financial Group's Meta Platforms (Facebook) position peaked at $8.14M in Q2 2025.
  • 5,069 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Menard Financial Group's 13F filing for Q1 2026, filed 14 May 2026.