SPIA
META icon

Steward Partners Investment Advisory’s Meta Platforms (Facebook) META Stock Holding History

Steward Partners Investment Advisory’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 		$385M Buy
672,555
+21,432
+3% +$13.7M 1.96% 7
2025
Q4 		$430M Buy
651,123
+29,673
+5% +$19.8M 2.36% 5
2025
Q3 		$456M Buy
621,450
+371,284
+148% +$276M 2.62% 3
2025
Q2 		$185M Buy
250,166
+12,571
+5% +$7.77M 1.44% 8
2025
Q1 		$137M Buy
237,595
+72,562
+44% +$46.8M 1.21% 9
2024
Q4 		$96.6M Buy
165,033
+9,092
+6% +$5.34M 0.86% 14
2024
Q3 		$89.3M Buy
155,941
+13,324
+9% +$6.86M 0.82% 14
2024
Q2 		$71.9M Buy
142,617
+6,469
+5% +$3.14M 0.76% 19
2024
Q1 		$66.1M Buy
136,148
+35,744
+36% +$15.9M 0.73% 17
2023
Q4 		$35.5M Buy
100,404
+18,421
+22% +$6M 0.48% 38
2023
Q3 		$24.6M Buy
81,983
+2,558
+3% +$771K 0.38% 55
2023
Q2 		$22.8M Buy
79,425
+3,435
+5% +$848K 0.34% 61
2023
Q1 		$16.1M Buy
75,990
+9,490
+14% +$1.62M 0.26% 89
2022
Q4 		$8M Sell
66,500
-25,264
-28% -$2.97M 0.14% 175
2022
Q3 		$12.5M Sell
91,764
-3,186
-3% -$516K 0.23% 102
2022
Q2 		$15.3M Sell
94,950
-51,786
-35% -$9.99M 0.28% 83
2022
Q1 		$32.6M Sell
146,736
-11,123
-7% -$2.78M 0.51% 35
2021
Q4 		$53.1M Buy
157,859
+16,062
+11% +$5.33M 0.81% 16
2021
Q3 		$48.1M Buy
141,797
+11,884
+9% +$4.28M 0.83% 14
2021
Q2 		$45.2M Sell
129,913
-12,009
-8% -$3.85M 0.76% 15
2021
Q1 		$41.8M Buy
141,922
+15,064
+12% +$4.06M 0.73% 16
2020
Q4 		$34.7M Sell
126,858
-24,848
-16% -$6.81M 0.75% 18
2020
Q3 		$39.7M Buy
151,706
+8,737
+6% +$2.25M 1% 12
2020
Q2 		$32.5M Buy
142,969
+5,366
+4% +$1.12M 0.92% 12
2020
Q1 		$23M Buy
137,603
+12,195
+10% +$2.39M 0.84% 18
2019
Q4 		$25.7M Buy
125,408
+22
+0% +$4.26K 0.76% 23
2019
Q3 		$22.3M Buy
125,386
+7,185
+6% +$1.37M 0.75% 25
2019
Q2 		$22.8M Sell
118,201
-11,734
-9% -$2.14M 0.84% 21
2019
Q1 		$21.7M Buy
129,935
+592
+0.5% +$94.1K 0.92% 22
2018
Q4 		$17M Sell
129,343
-1,438
-1% -$208K 0.83% 26
2018
Q3 		$21.5M Buy
130,781
+18,594
+17% +$3.37M 1.03% 15
2018
Q2 		$21.8M Buy
112,187
+6,104
+6% +$1.1M 1.3% 10
2018
Q1 		$17M Sell
106,083
-51,827
-33% -$9.31M 1.16% 13
2017
Q4 		$27.9M Buy
157,910
+24,688
+19% +$4.36M 2.13% 3
2017
Q3 		$22.8M Buy
133,222
+7,556
+6% +$1.26M 2.32% 3
2017
Q2 		$19M Buy
125,666
+19,817
+19% +$2.95M 2.13% 4
2017
Q1 		$15M Buy
105,849
+98,874
+1,418% +$13.2M 2.27% 5
2016
Q4 		$802K Buy
+6,975
New +$857K 0.37% 60

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

Steward Partners Investment Advisory's META Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Meta Platforms (Facebook) (META) stake by 3.3% in Q1 2026, buying an estimated $13.7M and bringing the position to 672,555 shares worth $385M. The position accounts for 1.96% of the portfolio, ranked #7.

Steward Partners Investment Advisory first reported a position in META in Q4 2016 and has held it in 38 quarters since. The position peaked at $456M in Q3 2025. 5,068 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Steward Partners Investment Advisory held 672,555 shares of Meta Platforms (Facebook) worth $385M as of Q1 2026.
  • Steward Partners Investment Advisory bought 21,432 Meta Platforms (Facebook) shares in Q1 2026, an estimated $13.7M.
  • Meta Platforms (Facebook) made up 1.96% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #7 holding.
  • Steward Partners Investment Advisory first reported a position in Meta Platforms (Facebook) in Q4 2016 and has held it in 38 quarters since.
  • Steward Partners Investment Advisory's Meta Platforms (Facebook) position peaked at $456M in Q3 2025.
  • 5,068 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.