SMA
META icon

Sage Mountain Advisors’s Meta Platforms (Facebook) META Stock Holding History

Sage Mountain Advisors’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 		$3.03M Sell
5,291
-14,522
-73% -$9.31M 0.21% 52
2025
Q4 		$13.1M Sell
19,813
-2,065
-9% -$1.38M 0.69% 24
2025
Q3 		$16.1M Buy
21,878
+2,816
+15% +$2.1M 0.92% 19
2025
Q2 		$14.1M Buy
19,062
+1,789
+10% +$1.11M 0.92% 20
2025
Q1 		$9.96M Buy
17,273
+182
+1% +$117K 0.73% 23
2024
Q4 		$10M Buy
17,091
+4,786
+39% +$2.81M 0.73% 25
2024
Q3 		$7.04M Buy
12,305
+1,898
+18% +$977K 0.6% 23
2024
Q2 		$5.25M Buy
10,407
+1,900
+22% +$924K 0.49% 28
2024
Q1 		$4.13M Sell
8,507
-36
-0.4% -$16.1K 0.43% 34
2023
Q4 		$3.02M Buy
8,543
+272
+3% +$88.6K 0.35% 43
2023
Q3 		$2.48M Buy
8,271
+601
+8% +$181K 0.34% 40
2023
Q2 		$2.2M Buy
7,670
+739
+11% +$182K 0.31% 46
2023
Q1 		$1.47M Buy
6,931
+3,598
+108% +$613K 0.24% 51
2022
Q4 		$401K Sell
3,333
-87
-3% -$10.2K 0.09% 84
2022
Q3 		$464K Sell
3,420
-876
-20% -$142K 0.12% 75
2022
Q2 		$693K Sell
4,296
-861
-17% -$166K 0.12% 152
2022
Q1 		$1.15M Buy
5,157
+397
+8% +$99.2K 0.18% 90
2021
Q4 		$1.6M Buy
4,760
+714
+18% +$237K 0.19% 78
2021
Q3 		$1.37M Buy
4,046
+113
+3% +$40.7K 0.2% 90
2021
Q2 		$1.37M Buy
3,933
+652
+20% +$209K 0.23% 74
2021
Q1 		$966K Buy
3,281
+1,030
+46% +$277K 0.21% 81
2020
Q4 		$615K Buy
+2,251
New +$617K 0.2% 76

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

Sage Mountain Advisors's META Position: Q1 2026 in Review

Sage Mountain Advisors reduced its Meta Platforms (Facebook) (META) stake by 73% in Q1 2026, selling an estimated $9.31M and leaving 5,291 shares worth $3.03M. The position accounts for 0.21% of the portfolio, ranked #52.

Sage Mountain Advisors first reported a position in META in Q4 2020 and has held it in 22 quarters since. The position peaked at $16.1M in Q3 2025. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Sage Mountain Advisors held 5,291 shares of Meta Platforms (Facebook) worth $3.03M as of Q1 2026.
  • Sage Mountain Advisors sold 14,522 Meta Platforms (Facebook) shares in Q1 2026, an estimated $9.31M.
  • Meta Platforms (Facebook) made up 0.21% of Sage Mountain Advisors's portfolio in Q1 2026, its #52 holding.
  • Sage Mountain Advisors first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 22 quarters since.
  • Sage Mountain Advisors's Meta Platforms (Facebook) position peaked at $16.1M in Q3 2025.
  • 5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.