SFP
META icon

Shepherd Financial Partners’s Meta Platforms (Facebook) META Stock Holding History

Shepherd Financial Partners’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 		$6.48M Sell
11,330
-133
-1% -$85.2K 0.61% 38
2025
Q4 		$7.57M Buy
11,463
+273
+2% +$182K 0.7% 35
2025
Q3 		$8.22M Sell
11,190
-157
-1% -$117K 0.78% 32
2025
Q2 		$8.37M Sell
11,347
-325
-3% -$201K 0.89% 31
2025
Q1 		$6.73M Buy
11,672
+298
+3% +$192K 0.79% 31
2024
Q4 		$6.66M Buy
11,374
+106
+0.9% +$62.2K 0.8% 22
2024
Q3 		$6.45M Sell
11,268
-445
-4% -$229K 0.78% 22
2024
Q2 		$5.91M Buy
11,713
+16
+0.1% +$7.78K 0.76% 22
2024
Q1 		$5.68M Buy
11,697
+806
+7% +$360K 0.74% 20
2023
Q4 		$3.85M Buy
10,891
+8
+0.1% +$2.6K 0.55% 28
2023
Q3 		$3.27M Buy
10,883
+3,569
+49% +$1.08M 0.51% 33
2023
Q2 		$2.1M Buy
7,314
+2,346
+47% +$579K 0.33% 57
2023
Q1 		$1.05M Sell
4,968
-970
-16% -$165K 0.18% 81
2022
Q4 		$715K Sell
5,938
-3,391
-36% -$398K 0.13% 98
2022
Q3 		$1.27M Sell
9,329
-98
-1% -$15.9K 0.25% 71
2022
Q2 		$1.52M Sell
9,427
-4,555
-33% -$879K 0.3% 61
2022
Q1 		$3.11M Buy
13,982
+2,297
+20% +$574K 0.56% 32
2021
Q4 		$3.93M Buy
11,685
+703
+6% +$233K 0.68% 24
2021
Q3 		$3.72M Buy
10,982
+36
+0.3% +$13K 0.72% 22
2021
Q2 		$3.81M Sell
10,946
-500
-4% -$160K 0.72% 23
2021
Q1 		$3.37M Sell
11,446
-1,750
-13% -$471K 0.75% 22
2020
Q4 		$3.6M Buy
13,196
+201
+2% +$55.1K 0.82% 22
2020
Q3 		$3.4M Sell
12,995
-80
-0.6% -$20.6K 0.8% 18
2020
Q2 		$2.97M Sell
13,075
-222
-2% -$46.3K 0.81% 20
2020
Q1 		$2.22M Buy
13,297
+120
+0.9% +$23.5K 0.77% 21
2019
Q4 		$2.7M Buy
13,177
+3
+0% +$581 0.63% 30
2019
Q3 		$2.34M Sell
13,174
-196
-1% -$37.3K 0.59% 30
2019
Q2 		$2.58M Sell
13,370
-32
-0.2% -$5.85K 0.48% 28
2019
Q1 		$2.23M Buy
13,402
+1,631
+14% +$259K 0.43% 33
2018
Q4 		$1.55M Sell
11,771
-6,832
-37% -$990K 0.34% 38
2018
Q3 		$3.61M Hold
18,603
– – 0.82% 17
2018
Q2 		$3.67M Buy
18,603
+6,098
+49% +$1.1M 0.83% 17
2018
Q1 		$2M Sell
12,505
-927
-7% -$166K 0.49% 36
2017
Q4 		$2.37M Sell
13,432
-1,672
-11% -$296K 0.56% 29
2017
Q3 		$2.61M Buy
15,104
+238
+2% +$39.7K 0.61% 30
2017
Q2 		$2.28M Buy
14,866
+172
+1% +$25.6K 0.56% 35
2017
Q1 		$2.09M Sell
14,694
-365
-2% -$48.8K 0.54% 37
2016
Q4 		$1.76M Buy
+15,059
New +$1.85M 0.5% 41

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

Shepherd Financial Partners's META Position: Q1 2026 in Review

Shepherd Financial Partners reduced its Meta Platforms (Facebook) (META) stake by 1.2% in Q1 2026, selling an estimated $85.2K and leaving 11,330 shares worth $6.48M. The position accounts for 0.61% of the portfolio, ranked #38.

Shepherd Financial Partners first reported a position in META in Q4 2016 and has held it in 38 quarters since. The position peaked at $8.37M in Q2 2025. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Shepherd Financial Partners held 11,330 shares of Meta Platforms (Facebook) worth $6.48M as of Q1 2026.
  • Shepherd Financial Partners sold 133 Meta Platforms (Facebook) shares in Q1 2026, an estimated $85.2K.
  • Meta Platforms (Facebook) made up 0.61% of Shepherd Financial Partners's portfolio in Q1 2026, its #38 holding.
  • Shepherd Financial Partners first reported a position in Meta Platforms (Facebook) in Q4 2016 and has held it in 38 quarters since.
  • Shepherd Financial Partners's Meta Platforms (Facebook) position peaked at $8.37M in Q2 2025.
  • 5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.