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

RW 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	$1.07M	Buy	+1,869	New	+$1.2M	0.1%	43
2025 Q3	$1.52M	Sell	2,065 -50	-2%	-$37.2K	0.16%	33
2025 Q2	$1.56M	Buy	2,115 +70	+3%	+$43.3K	0.17%	30
2025 Q1	$1.18M	Buy	2,045 +52	+3%	+$33.5K	0.14%	32
2024 Q4	$1.17M	Sell	1,993 -131	-6%	-$76.9K	0.14%	34
2024 Q3	$1.22M	Buy	2,124 +20	+1%	+$10.3K	0.15%	34
2024 Q2	$1.06M	Sell	2,104 -37	-2%	-$18K	0.14%	32
2024 Q1	$1.04M	Buy	2,141 +209	+11%	+$93.2K	0.14%	32
2023 Q4	$684K	Sell	1,932 -98	-5%	-$31.9K	0.1%	43
2023 Q3	$609K	Sell	2,030 -187	-8%	-$56.3K	0.11%	45
2023 Q2	$636K	Sell	2,217 -31	-1%	-$7.65K	0.13%	43
2023 Q1	$476K	Sell	2,248 -57	-2%	-$9.71K	0.13%	52
2022 Q4	$277K	Buy	+2,305	New	+$271K	0.11%	64

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

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

RW Investment Management opened a new position in Meta Platforms (Facebook) (META) in Q1 2026: 1,869 shares worth $1.07M. The stake represents 0.1% of the portfolio and ranks #43 among its holdings. This is a return to the name: RW Investment Management previously reported a position in META as recently as Q3 2025.

RW Investment Management first reported a position in META in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.56M in Q2 2025. 5,069 funds tracked by Wall St. Rank hold META as of Q1 2026.

RW Investment Management held 1,869 shares of Meta Platforms (Facebook) worth $1.07M as of Q1 2026.
Meta Platforms (Facebook) was a new RW Investment Management position in Q1 2026.
Meta Platforms (Facebook) made up 0.1% of RW Investment Management's portfolio in Q1 2026, its #43 holding.
RW Investment Management first reported a position in Meta Platforms (Facebook) in Q4 2022 and has held it in 13 quarters since.
RW Investment Management's Meta Platforms (Facebook) position peaked at $1.56M in Q2 2025.
5,069 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on RW Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.