My Personal CFO LLC’s Meta Platforms (Facebook) META Stock Holding History

My Personal CFO LLC’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	$225K	Sell	394 -1,001	-72%	-$642K	0.1%	84
2025 Q4	$921K	Buy	1,395 +1,046	+300%	+$698K	0.38%	46
2025 Q3	$256K	Sell	349 -1,719	-83%	-$1.28M	0.1%	80
2025 Q2	$1.53M	Sell	2,068 -3	-0.1%	-$1.85K	0.69%	36
2025 Q1	$1.19M	Sell	2,071 -622	-23%	-$401K	0.6%	36
2024 Q4	$1.58M	Buy	2,693 +1	+0%	+$587	0.81%	33
2024 Q3	$1.54M	Sell	2,692 -112	-4%	-$57.6K	0.85%	33
2024 Q2	$1.41M	Buy	2,804 +160	+6%	+$77.8K	0.75%	34
2024 Q1	$1.28M	Sell	2,644 -85	-3%	-$37.9K	0.74%	37
2023 Q4	$966K	Buy	+2,729	New	+$889K	0.63%	41
2023 Q1	–	Sell	-431	Closed	-$51.9K	–	524
2022 Q4	$51.9K	Buy	+431	New	+$50.6K	0.05%	135

Other funds holding META

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

My Personal CFO LLC's META Position: Q1 2026 in Review

My Personal CFO LLC reduced its Meta Platforms (Facebook) (META) stake by 72% in Q1 2026, selling an estimated $642K and leaving 394 shares worth $225K. The position accounts for 0.1% of the portfolio, ranked #84.

My Personal CFO LLC first reported a position in META in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.58M in Q4 2024. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

My Personal CFO LLC held 394 shares of Meta Platforms (Facebook) worth $225K as of Q1 2026.
My Personal CFO LLC sold 1,001 Meta Platforms (Facebook) shares in Q1 2026, an estimated $642K.
Meta Platforms (Facebook) made up 0.1% of My Personal CFO LLC's portfolio in Q1 2026, its #84 holding.
My Personal CFO LLC first reported a position in Meta Platforms (Facebook) in Q4 2022 and has held it in 11 quarters since.
My Personal CFO LLC's Meta Platforms (Facebook) position peaked at $1.58M in Q4 2024.
5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on My Personal CFO LLC's 13F filing for Q1 2026, filed 22 Apr 2026.