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

Monte 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 		$706K Buy
1,234
+12
+1% +$7.69K 0.25% 79
2025
Q4 		$807K Sell
1,222
-40
-3% -$26.7K 0.3% 71
2025
Q3 		$927K Hold
1,262
– – 0.34% 68
2025
Q2 		$931K Hold
1,262
– – 0.36% 68
2025
Q1 		$633K Hold
1,262
– – 0.28% 69
2024
Q4 		$739K Buy
1,262
+5
+0.4% +$2.94K 0.32% 65
2024
Q3 		$720K Hold
1,257
– – 0.3% 67
2024
Q2 		$634K Buy
1,257
+405
+48% +$197K 0.28% 68
2024
Q1 		$414K Hold
852
– – 0.18% 73
2023
Q4 		$302K Hold
852
– – 0.14% 74
2023
Q3 		$256K Buy
852
+69
+9% +$20.8K 0.13% 79
2023
Q2 		$225K Buy
+783
New +$193K 0.11% 82
2022
Q2 		– Sell
-2,791
Closed -$621K – 81
2022
Q1 		$621K Sell
2,791
-389
-12% -$97.2K 0.33% 60
2021
Q4 		$1.07M Buy
3,180
+117
+4% +$38.8K 0.56% 37
2021
Q3 		$1.04M Sell
3,063
-5
-0.2% -$1.8K 0.6% 39
2021
Q2 		$1.07M Sell
3,068
-52
-2% -$16.7K 0.61% 37
2021
Q1 		$919K Buy
3,120
+218
+8% +$58.7K 0.56% 41
2020
Q4 		$793K Buy
2,902
+84
+3% +$23K 0.54% 42
2020
Q3 		$738K Sell
2,818
-98
-3% -$25.3K 0.56% 42
2020
Q2 		$662K Buy
2,916
+84
+3% +$17.5K 0.52% 42
2020
Q1 		$472K Buy
2,832
+1,535
+118% +$301K 0.46% 46
2019
Q4 		$266K Hold
1,297
– – 0.2% 67
2019
Q3 		$231K Hold
1,297
– – 0.19% 67
2019
Q2 		$250K Hold
1,297
– – 0.21% 65
2019
Q1 		$216K Buy
+1,297
New +$206K 0.19% 64
2018
Q4 		– Sell
-1,550
Closed -$255K – 73
2018
Q3 		$255K Sell
1,550
-448
-22% -$81.1K 0.24% 64
2018
Q2 		$388K Buy
1,998
+98
+5% +$17.7K 0.4% 46
2018
Q1 		$304K Sell
1,900
-1,422
-43% -$255K 0.32% 54
2017
Q4 		$586K Buy
+3,322
New +$587K 0.59% 39

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

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

Monte Financial Group increased its Meta Platforms (Facebook) (META) stake by 0.98% in Q1 2026, buying an estimated $7.69K and bringing the position to 1,234 shares worth $706K. The position accounts for 0.25% of the portfolio, ranked #79.

Monte Financial Group first reported a position in META in Q4 2017 and has held it in 29 quarters since. The position peaked at $1.07M in Q4 2021. 5,066 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Monte Financial Group held 1,234 shares of Meta Platforms (Facebook) worth $706K as of Q1 2026.
  • Monte Financial Group bought 12 Meta Platforms (Facebook) shares in Q1 2026, an estimated $7.69K.
  • Meta Platforms (Facebook) made up 0.25% of Monte Financial Group's portfolio in Q1 2026, its #79 holding.
  • Monte Financial Group first reported a position in Meta Platforms (Facebook) in Q4 2017 and has held it in 29 quarters since.
  • Monte Financial Group's Meta Platforms (Facebook) position peaked at $1.07M in Q4 2021.
  • 5,066 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

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