SimplyRich’s Meta Platforms (Facebook) META Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $605K | Hold |
1,059
| – | – | 0.15% | 130 |
|
|
2025
Q4 | $699K | Hold |
1,059
| – | – | 0.18% | 104 |
|
|
2025
Q3 | $777K | Hold |
1,059
| – | – | 0.21% | 97 |
|
|
2025
Q2 | $781K | Hold |
1,059
| – | – | 0.22% | 93 |
|
|
2025
Q1 | $610K | Hold |
1,059
| – | – | 0.18% | 113 |
|
|
2024
Q4 | $620K | Hold |
1,059
| – | – | 0.18% | 111 |
|
|
2024
Q3 | $606K | Hold |
1,059
| – | – | 0.17% | 114 |
|
|
2024
Q2 | $533K | Hold |
1,059
| – | – | 0.17% | 110 |
|
|
2024
Q1 | $515K | Hold |
1,059
| – | – | 0.17% | 113 |
|
|
2023
Q4 | $375K | Hold |
1,059
| – | – | 0.13% | 127 |
|
|
2023
Q3 | $317K | Hold |
1,059
| – | – | 0.15% | 116 |
|
|
2023
Q2 | $303K | Hold |
1,059
| – | – | 0.11% | 146 |
|
|
2023
Q1 | $224K | Buy |
+1,059
| New | +$180K | 0.08% | 164 |
|
|
2022
Q4 | – | Sell |
-3,216
| Closed | -$436K | – | 171 |
|
|
2022
Q3 | $436K | Hold |
3,216
| – | – | 0.2% | 104 |
|
|
2022
Q2 | $518K | Hold |
3,216
| – | – | 0.22% | 100 |
|
|
2022
Q1 | $715K | Hold |
3,216
| – | – | 0.25% | 93 |
|
|
2021
Q4 | $1.08M | Hold |
3,216
| – | – | 0.36% | 73 |
|
|
2021
Q3 | $1.09M | Hold |
3,216
| – | – | 0.4% | 66 |
|
|
2021
Q2 | $1.12M | Hold |
3,216
| – | – | 0.51% | 58 |
|
|
2021
Q1 | $947K | Hold |
3,216
| – | – | 0.38% | 73 |
|
|
2020
Q4 | $878K | Hold |
3,216
| – | – | 0.39% | 63 |
|
|
2020
Q3 | $842K | Hold |
3,216
| – | – | 0.42% | 61 |
|
|
2020
Q2 | $710K | Hold |
3,216
| – | – | 0.39% | 67 |
|
|
2020
Q1 | $534K | Sell |
3,216
-1,453
| -31% | -$284K | 0.36% | 74 |
|
|
2019
Q4 | $954K | Buy |
4,669
+245
| +6% | +$47.5K | 0.48% | 54 |
|
|
2019
Q3 | $783K | Buy |
4,424
+57
| +1% | +$10.8K | 0.43% | 67 |
|
|
2019
Q2 | $843K | Buy |
+4,367
| New | +$798K | 0.47% | 59 |
|
|
2018
Q4 | – | Sell |
-3,334
| Closed | -$548K | – | 114 |
|
|
2018
Q3 | $548K | Buy |
3,334
+84
| +3% | +$15.2K | 0.3% | 106 |
|
|
2018
Q2 | $632K | Hold |
3,250
| – | – | 0.36% | 91 |
|
|
2018
Q1 | $519K | Hold |
3,250
| – | – | 0.29% | 109 |
|
|
2017
Q4 | $573K | Buy |
+3,250
| New | +$574K | 0.32% | 109 |
|
Other funds holding META
VCM
VPM
SimplyRich's META Position: Q1 2026 in Review
SimplyRich held its Meta Platforms (Facebook) (META) position steady in Q1 2026 at 1,059 shares worth $605K. The position accounts for 0.15% of the portfolio, ranked #130.
SimplyRich first reported a position in META in Q4 2017 and has held it in 31 quarters since. The position peaked at $1.12M in Q2 2021. 5,069 funds tracked by Wall St. Rank hold META as of Q1 2026.
- SimplyRich held 1,059 shares of Meta Platforms (Facebook) worth $605K as of Q1 2026.
- SimplyRich left its Meta Platforms (Facebook) share count unchanged in Q1 2026.
- Meta Platforms (Facebook) made up 0.15% of SimplyRich's portfolio in Q1 2026, its #130 holding.
- SimplyRich first reported a position in Meta Platforms (Facebook) in Q4 2017 and has held it in 31 quarters since.
- SimplyRich's Meta Platforms (Facebook) position peaked at $1.12M in Q2 2021.
- 5,069 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.
Based on SimplyRich's 13F filing for Q1 2026, filed 1 May 2026.