RF&L Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

RF&L Wealth Management’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	–	Sell	-8,385	Closed	-$5.53M	–	55
2025 Q4	$5.53M	Buy	8,385 +1,790	+27%	+$1.2M	3.1%	10
2025 Q3	$4.84M	Hold	6,595	–	–	2.84%	14
2025 Q2	$4.87M	Hold	6,595	–	–	3.14%	11
2025 Q1	$3.8M	Sell	6,595 -5	-0.1%	-$3.23K	2.72%	15
2024 Q4	$3.86M	Hold	6,600	–	–	2.73%	14
2024 Q3	$3.78M	Hold	6,600	–	–	2.67%	15
2024 Q2	$3.33M	Hold	6,600	–	–	2.53%	16
2024 Q1	$3.2M	Hold	6,600	–	–	2.47%	16
2023 Q4	$2.34M	Hold	6,600	–	–	1.94%	17
2023 Q3	$1.98M	Hold	6,600	–	–	1.84%	17
2023 Q2	$1.89M	Hold	6,600	–	–	1.73%	17
2023 Q1	$1.4M	Hold	6,600	–	–	1.36%	19
2022 Q4	$794K	Buy	+6,600	New	+$775K	0.82%	31

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

RF&L Wealth Management's META Position: Q1 2026 in Review

RF&L Wealth Management sold out of Meta Platforms (Facebook) (META) in Q1 2026, closing a stake of 8,385 shares — an estimated $5.53M sold.

RF&L Wealth Management first reported a position in META in Q4 2022 and held it in 13 quarters. The position peaked at $5.53M in Q4 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

RF&L Wealth Management reported no remaining Meta Platforms (Facebook) position as of Q1 2026 after selling out during the quarter.
RF&L Wealth Management sold 8,385 Meta Platforms (Facebook) shares in Q1 2026, an estimated $5.53M.
RF&L Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2022 and held it in 13 quarters.
RF&L Wealth Management's Meta Platforms (Facebook) position peaked at $5.53M in Q4 2025.
5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on RF&L Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.