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Patten Group’s Meta Platforms (Facebook) META Stock Holding History

Patten 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 		$259K Buy
+453
New +$290K 0.05% 270
2025
Q4 		– Sell
-360
Closed -$264K – 305
2025
Q3 		$264K Buy
+360
New +$268K 0.05% 242
2018
Q4 		– Sell
-7,955
Closed -$1.31M – 650
2018
Q3 		$1.31M Sell
7,955
-935
-11% -$169K 0.5% 57
2018
Q2 		$1.73M Sell
8,890
-212
-2% -$38.3K 0.69% 39
2018
Q1 		$1.45M Buy
9,102
+2
+0% +$359 0.6% 51
2017
Q4 		$1.61M Buy
9,100
+150
+2% +$26.5K 0.64% 46
2017
Q3 		$1.53M Buy
8,950
+1,488
+20% +$248K 0.62% 47
2017
Q2 		$1.27M Buy
7,462
+4,854
+186% +$722K 0.51% 56
2017
Q1 		$367K Buy
2,608
+256
+11% +$34.2K 0.16% 129
2016
Q4 		$311K Sell
2,352
-346
-13% -$42.5K 0.14% 142
2016
Q3 		$345K Buy
2,698
+623
+30% +$77.3K 0.16% 131
2016
Q2 		$237K Sell
2,075
-33
-2% -$3.8K 0.11% 155
2016
Q1 		$241K Buy
2,108
+35
+2% +$3.69K 0.11% 150
2015
Q4 		$217K Buy
2,073
+422
+26% +$43.4K 0.1% 158
2015
Q3 		$148K Buy
1,651
+753
+84% +$69.1K 0.08% 188
2015
Q2 		$77K Buy
+898
New +$73.3K 0.04% 253

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

Patten Group's META Position: Q1 2026 in Review

Patten Group opened a new position in Meta Platforms (Facebook) (META) in Q1 2026: 453 shares worth $259K. The stake represents 0.05% of the portfolio and ranks #270 among its holdings. This is a return to the name: Patten Group previously reported a position in META as recently as Q3 2025.

Patten Group first reported a position in META in Q2 2015 and has held it in 16 quarters since. The position peaked at $1.73M in Q2 2018. 5,069 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Patten Group held 453 shares of Meta Platforms (Facebook) worth $259K as of Q1 2026.
  • Meta Platforms (Facebook) was a new Patten Group position in Q1 2026.
  • Meta Platforms (Facebook) made up 0.05% of Patten Group's portfolio in Q1 2026, its #270 holding.
  • Patten Group first reported a position in Meta Platforms (Facebook) in Q2 2015 and has held it in 16 quarters since.
  • Patten Group's Meta Platforms (Facebook) position peaked at $1.73M in Q2 2018.
  • 5,069 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.