O'Donnell Financial Services’s Meta Platforms (Facebook) META Stock Holding History

O'Donnell Financial Services’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	$688K	Buy	1,203 +74	+7%	+$47.4K	0.24%	37
2025 Q4	$745K	Hold	1,129	–	–	0.25%	32
2025 Q3	$829K	Buy	1,129 +51	+5%	+$38K	0.29%	33
2025 Q2	$796K	Sell	1,078 -5	-0.5%	-$3.09K	0.31%	32
2025 Q1	$624K	Buy	1,083 +67	+7%	+$43.2K	0.26%	33
2024 Q4	$577K	Hold	1,016	–	–	0.24%	27
2024 Q3	$582K	Sell	1,016 -27	-3%	-$13.9K	0.24%	30
2024 Q2	$526K	Sell	1,043 -153	-13%	-$74.4K	0.23%	28
2024 Q1	$581K	Buy	+1,196	New	+$534K	0.27%	27

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

O'Donnell Financial Services's META Position: Q1 2026 in Review

O'Donnell Financial Services increased its Meta Platforms (Facebook) (META) stake by 6.6% in Q1 2026, buying an estimated $47.4K and bringing the position to 1,203 shares worth $688K. The position accounts for 0.24% of the portfolio, ranked #37.

O'Donnell Financial Services first reported a position in META in Q1 2024 and has held it in 9 quarters since. The position peaked at $829K in Q3 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

O'Donnell Financial Services held 1,203 shares of Meta Platforms (Facebook) worth $688K as of Q1 2026.
O'Donnell Financial Services bought 74 Meta Platforms (Facebook) shares in Q1 2026, an estimated $47.4K.
Meta Platforms (Facebook) made up 0.24% of O'Donnell Financial Services's portfolio in Q1 2026, its #37 holding.
O'Donnell Financial Services first reported a position in Meta Platforms (Facebook) in Q1 2024 and has held it in 9 quarters since.
O'Donnell Financial Services's Meta Platforms (Facebook) position peaked at $829K in Q3 2025.
5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on O'Donnell Financial Services's 13F filing for Q1 2026, filed 8 May 2026.