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Scholtz & Company’s Meta Platforms (Facebook) META Stock Holding History

Scholtz & Company’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 		$8.59M Sell
15,019
-1,246
-8% -$799K 4.4% 5
2025
Q4 		$10.7M Buy
16,265
+445
+3% +$297K 4.66% 5
2025
Q3 		$11.6M Sell
15,820
-180
-1% -$134K 5.1% 6
2025
Q2 		$11.8M Sell
16,000
-265
-2% -$164K 5.18% 5
2025
Q1 		$9.37M Sell
16,265
-573
-3% -$370K 4.64% 6
2024
Q4 		$9.86M Buy
16,838
+91
+0.5% +$53.4K 4.71% 8
2024
Q3 		$9.59M Sell
16,747
-1,469
-8% -$756K 4.52% 9
2024
Q2 		$9.18M Sell
18,216
-6,014
-25% -$2.92M 3.91% 9
2024
Q1 		$11.8M Sell
24,230
-2,993
-11% -$1.34M 5.19% 5
2023
Q4 		$9.64M Buy
27,223
+26,441
+3,381% +$8.61M 4.77% 4
2023
Q3 		$235K Buy
+782
New +$236K 0.16% 37
2020
Q4 		– Sell
-1,078
Closed -$282K – 77
2020
Q3 		$282K Sell
1,078
-1,153
-52% -$297K 0.12% 61
2020
Q2 		$507K Sell
2,231
-85
-4% -$17.7K 0.25% 47
2020
Q1 		$386K Buy
+2,316
New +$453K 0.3% 41
2018
Q4 		– Sell
-16,017
Closed -$2.63M – 53
2018
Q3 		$2.63M Sell
16,017
-11,433
-42% -$2.07M 1.66% 23
2018
Q2 		$5.33M Buy
27,450
+2,685
+11% +$485K 3.73% 7
2018
Q1 		$3.96M Buy
24,765
+5,913
+31% +$1.06M 2.93% 12
2017
Q4 		$3.33M Buy
18,852
+187
+1% +$33.1K 2.41% 18
2017
Q3 		$3.19M Buy
18,665
+11,528
+162% +$1.92M 2.5% 18
2017
Q2 		$1.08M Buy
+7,137
New +$1.06M 0.93% 43
2016
Q4 		– Sell
-25,293
Closed -$3.24M – 45
2016
Q3 		$3.24M Buy
25,293
+16,001
+172% +$1.99M 3.35% 17
2016
Q2 		$1.06M Buy
+9,292
New +$1.07M 1.09% 30

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

Scholtz & Company's META Position: Q1 2026 in Review

Scholtz & Company reduced its Meta Platforms (Facebook) (META) stake by 7.7% in Q1 2026, selling an estimated $799K and leaving 15,019 shares worth $8.59M. The position accounts for 4.4% of the portfolio, ranked #5.

Scholtz & Company first reported a position in META in Q2 2016 and has held it in 22 quarters since. The position peaked at $11.8M in Q2 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Scholtz & Company held 15,019 shares of Meta Platforms (Facebook) worth $8.59M as of Q1 2026.
  • Scholtz & Company sold 1,246 Meta Platforms (Facebook) shares in Q1 2026, an estimated $799K.
  • Meta Platforms (Facebook) made up 4.4% of Scholtz & Company's portfolio in Q1 2026, its #5 holding.
  • Scholtz & Company first reported a position in Meta Platforms (Facebook) in Q2 2016 and has held it in 22 quarters since.
  • Scholtz & Company's Meta Platforms (Facebook) position peaked at $11.8M in Q2 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Scholtz & Company's 13F filing for Q1 2026, filed 15 May 2026.