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Schear Investment Advisers’s Meta Platforms (Facebook) META Stock Holding History

Schear Investment Advisers’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 		$4.88M Sell
8,534
-1,873
-18% -$1.2M 2.15% 13
2025
Q4 		$6.87M Buy
10,407
+1,631
+19% +$1.09M 2.96% 10
2025
Q3 		$6.44M Buy
8,776
+66
+0.8% +$49.1K 2.87% 8
2025
Q2 		$6.43M Buy
8,710
+52
+0.6% +$32.1K 3.18% 6
2025
Q1 		$4.99M Buy
8,658
+385
+5% +$248K 2.87% 9
2024
Q4 		$4.84M Buy
8,273
+749
+10% +$440K 2.58% 10
2024
Q3 		$4.31M Buy
7,524
+912
+14% +$469K 2.66% 9
2024
Q2 		$3.33M Buy
6,612
+1,270
+24% +$617K 2.41% 10
2024
Q1 		$2.59M Buy
5,342
+1,098
+26% +$490K 2.08% 12
2023
Q4 		$1.5M Buy
4,244
+49
+1% +$16K 1.45% 19
2023
Q3 		$1.26M Sell
4,195
-140
-3% -$42.2K 1.36% 21
2023
Q2 		$1.24M Buy
4,335
+743
+21% +$183K 1.31% 23
2023
Q1 		$761K Sell
3,592
-40
-1% -$6.81K 0.91% 38
2022
Q4 		$437K Buy
+3,632
New +$426K 0.54% 61

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

Schear Investment Advisers's META Position: Q1 2026 in Review

Schear Investment Advisers reduced its Meta Platforms (Facebook) (META) stake by 18% in Q1 2026, selling an estimated $1.2M and leaving 8,534 shares worth $4.88M. The position accounts for 2.15% of the portfolio, ranked #13.

Schear Investment Advisers first reported a position in META in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.87M in Q4 2025. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Schear Investment Advisers held 8,534 shares of Meta Platforms (Facebook) worth $4.88M as of Q1 2026.
  • Schear Investment Advisers sold 1,873 Meta Platforms (Facebook) shares in Q1 2026, an estimated $1.2M.
  • Meta Platforms (Facebook) made up 2.15% of Schear Investment Advisers's portfolio in Q1 2026, its #13 holding.
  • Schear Investment Advisers first reported a position in Meta Platforms (Facebook) in Q4 2022 and has held it in 14 quarters since.
  • Schear Investment Advisers's Meta Platforms (Facebook) position peaked at $6.87M in Q4 2025.
  • 5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

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