Sterling Investment Management’s Meta Platforms (Facebook) META Stock Holding History

Sterling Investment Management’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	–	Sell	-344	Closed	-$227K	–	67
2025 Q4	$227K	Buy	+344	New	+$230K	0.13%	66
2021 Q1	–	Sell	-8,182	Closed	-$2.23M	–	59
2020 Q4	$2.23M	Buy	8,182 +82	+1%	+$22.5K	1.59%	22
2020 Q3	$2.12M	Buy	8,100 +1,181	+17%	+$305K	1.58%	22
2020 Q2	$1.57M	Sell	6,919 -679	-9%	-$142K	1.22%	31
2020 Q1	$1.27M	Sell	7,598 -182	-2%	-$35.6K	1.11%	30
2019 Q4	$1.6M	Buy	7,780 +18	+0.2%	+$3.49K	1.06%	28
2019 Q3	$1.38M	Sell	7,762 -283	-4%	-$53.8K	1.01%	30
2019 Q2	$1.55M	Sell	8,045 -4,164	-34%	-$761K	1.2%	26
2019 Q1	$2.04M	Buy	+12,209	New	+$1.94M	1.58%	23

Other funds holding META

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sterling Investment Management's META Position: Q1 2026 in Review

Sterling Investment Management sold out of Meta Platforms (Facebook) (META) in Q1 2026, closing a stake of 344 shares — an estimated $227K sold.

Sterling Investment Management first reported a position in META in Q1 2019 and held it in 9 quarters. The position peaked at $2.23M in Q4 2020. 5,068 funds tracked by Wall St. Rank hold META as of Q1 2026.

Sterling Investment Management reported no remaining Meta Platforms (Facebook) position as of Q1 2026 after selling out during the quarter.
Sterling Investment Management sold 344 Meta Platforms (Facebook) shares in Q1 2026, an estimated $227K.
Sterling Investment Management first reported a position in Meta Platforms (Facebook) in Q1 2019 and held it in 9 quarters.
Sterling Investment Management's Meta Platforms (Facebook) position peaked at $2.23M in Q4 2020.
5,068 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Sterling Investment Management's 13F filing for Q1 2026, filed 4 May 2026.