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Montis Financial’s Meta Platforms (Facebook) META Stock Holding History

Montis Financial’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 		$978K Buy
1,710
+62
+4% +$39.7K 0.2% 59
2025
Q4 		$1.09M Buy
1,648
+324
+24% +$216K 0.22% 62
2025
Q3 		$972K Buy
1,324
+300
+29% +$223K 0.22% 64
2025
Q2 		$755K Sell
1,024
-97
-9% -$59.9K 0.21% 65
2025
Q1 		$646K Sell
1,121
-100
-8% -$64.5K 0.19% 73
2024
Q4 		$715K Buy
1,221
+287
+31% +$168K 0.22% 63
2024
Q3 		$534K Buy
934
+231
+33% +$119K 0.19% 62
2024
Q2 		$354K Buy
703
+46
+7% +$22.4K 0.16% 59
2024
Q1 		$319K Buy
657
+67
+11% +$29.9K 0.15% 63
2023
Q4 		$209K Buy
+590
New +$192K 0.12% 73
2023
Q3 		– Sell
-740
Closed -$212K – 70
2023
Q2 		$212K Buy
+740
New +$183K 0.14% 61
2022
Q3 		– Sell
-1,354
Closed -$218K – 60
2022
Q2 		$218K Hold
1,354
– – 0.2% 60
2022
Q1 		$301K Sell
1,354
-598
-31% -$149K 0.24% 45
2021
Q4 		$657K Buy
1,952
+826
+73% +$274K 0.48% 29
2021
Q3 		$367K Sell
1,126
-49
-4% -$17.6K 0.31% 36
2021
Q2 		$409K Sell
1,175
-7
-0.6% -$2.25K 0.34% 39
2021
Q1 		$353K Buy
1,182
+131
+12% +$35.3K 0.33% 44
2020
Q4 		$286K Buy
+1,051
New +$288K 0.29% 49

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

Montis Financial's META Position: Q1 2026 in Review

Montis Financial increased its Meta Platforms (Facebook) (META) stake by 3.8% in Q1 2026, buying an estimated $39.7K and bringing the position to 1,710 shares worth $978K. The position accounts for 0.2% of the portfolio, ranked #59.

Montis Financial first reported a position in META in Q4 2020 and has held it in 18 quarters since. The position peaked at $1.09M in Q4 2025. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Montis Financial held 1,710 shares of Meta Platforms (Facebook) worth $978K as of Q1 2026.
  • Montis Financial bought 62 Meta Platforms (Facebook) shares in Q1 2026, an estimated $39.7K.
  • Meta Platforms (Facebook) made up 0.2% of Montis Financial's portfolio in Q1 2026, its #59 holding.
  • Montis Financial first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 18 quarters since.
  • Montis Financial's Meta Platforms (Facebook) position peaked at $1.09M in Q4 2025.
  • 5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Montis Financial's 13F filing for Q1 2026, filed 11 May 2026.