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Rockbridge Investment Management’s Meta Platforms (Facebook) META Stock Holding History

Rockbridge Investment 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 		$1.12M Buy
1,966
+344
+21% +$220K 0.1% 61
2025
Q4 		$1.07M Sell
1,622
-125
-7% -$83.5K 0.1% 61
2025
Q3 		$1.28M Hold
1,747
– – 0.13% 56
2025
Q2 		$1.29M Buy
1,747
+5
+0.3% +$3.09K 0.14% 54
2025
Q1 		$1M Buy
1,742
+159
+10% +$103K 0.12% 57
2024
Q4 		$927K Buy
1,583
+1
+0.1% +$587 0.12% 62
2024
Q3 		$905K Buy
1,582
+14
+0.9% +$7.2K 0.12% 60
2024
Q2 		$791K Sell
1,568
-56
-3% -$27.2K 0.11% 59
2024
Q1 		$789K Buy
1,624
+25
+2% +$11.2K 0.12% 59
2023
Q4 		$566K Sell
1,599
-10
-0.6% -$3.26K 0.09% 69
2023
Q3 		$483K Sell
1,609
-117
-7% -$35.3K 0.09% 72
2023
Q2 		$495K Buy
1,726
+254
+17% +$62.7K 0.09% 72
2023
Q1 		$312K Buy
+1,472
New +$251K 0.06% 85
2022
Q4 		– Sell
-1,691
Closed -$229K – 110
2022
Q3 		$229K Buy
1,691
+42
+3% +$6.81K 0.05% 88
2022
Q2 		$266K Sell
1,649
-153
-8% -$29.5K 0.06% 86
2022
Q1 		$405K Sell
1,802
-625
-26% -$156K 0.06% 108
2021
Q4 		$816K Buy
2,427
+86
+4% +$28.6K 0.12% 81
2021
Q3 		$795K Buy
2,341
+26
+1% +$9.36K 0.13% 71
2021
Q2 		$805K Sell
2,315
-1
-0% -$321 0.14% 71
2021
Q1 		$682K Sell
2,316
-117
-5% -$31.5K 0.13% 74
2020
Q4 		$665K Buy
2,433
+138
+6% +$37.8K 0.14% 74
2020
Q3 		$601K Buy
2,295
+390
+20% +$101K 0.14% 72
2020
Q2 		$433K Buy
+1,905
New +$398K 0.11% 84

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

Rockbridge Investment Management's META Position: Q1 2026 in Review

Rockbridge Investment Management increased its Meta Platforms (Facebook) (META) stake by 21% in Q1 2026, buying an estimated $220K and bringing the position to 1,966 shares worth $1.12M. The position accounts for 0.1% of the portfolio, ranked #61.

Rockbridge Investment Management first reported a position in META in Q2 2020 and has held it in 23 quarters since. The position peaked at $1.29M in Q2 2025. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Rockbridge Investment Management held 1,966 shares of Meta Platforms (Facebook) worth $1.12M as of Q1 2026.
  • Rockbridge Investment Management bought 344 Meta Platforms (Facebook) shares in Q1 2026, an estimated $220K.
  • Meta Platforms (Facebook) made up 0.1% of Rockbridge Investment Management's portfolio in Q1 2026, its #61 holding.
  • Rockbridge Investment Management first reported a position in Meta Platforms (Facebook) in Q2 2020 and has held it in 23 quarters since.
  • Rockbridge Investment Management's Meta Platforms (Facebook) position peaked at $1.29M in Q2 2025.
  • 5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Rockbridge Investment Management's 13F filing for Q1 2026, filed 14 May 2026.