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Strategic Financial Services’s Meta Platforms (Facebook) META Stock Holding History

Strategic Financial Services’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 		$806K Buy
1,409
+12
+0.9% +$7.69K 0.04% 86
2025
Q4 		$924K Hold
1,397
– – 0.04% 76
2025
Q3 		$1.03M Sell
1,397
-31
-2% -$23.1K 0.05% 69
2025
Q2 		$1.05M Hold
1,428
– – 0.06% 65
2025
Q1 		$823K Sell
1,428
-6
-0.4% -$3.87K 0.05% 68
2024
Q4 		$840K Sell
1,434
-121
-8% -$71K 0.05% 69
2024
Q3 		$890K Buy
1,555
+100
+7% +$51.5K 0.05% 64
2024
Q2 		$734K Buy
1,455
+800
+122% +$389K 0.05% 70
2024
Q1 		$318K Hold
655
– – 0.02% 105
2023
Q4 		$232K Buy
+655
New +$213K 0.02% 118
2022
Q3 		– Sell
-13,534
Closed -$2.18M – 130
2022
Q2 		$2.18M Sell
13,534
-242
-2% -$46.7K 0.19% 49
2022
Q1 		$3.06M Sell
13,776
-245
-2% -$61.2K 0.23% 44
2021
Q4 		$4.72M Sell
14,021
-253
-2% -$84K 0.35% 28
2021
Q3 		$4.84M Sell
14,274
-618
-4% -$223K 0.38% 25
2021
Q2 		$5.18M Sell
14,892
-914
-6% -$293K 0.41% 24
2021
Q1 		$4.66M Sell
15,806
-1,715
-10% -$462K 0.39% 26
2020
Q4 		$4.79M Sell
17,521
-2,441
-12% -$669K 0.43% 27
2020
Q3 		$5.23M Sell
19,962
-3,361
-14% -$867K 0.54% 24
2020
Q2 		$5.3M Sell
23,323
-6,736
-22% -$1.41M 0.59% 24
2020
Q1 		$5.01M Buy
30,059
+9,466
+46% +$1.85M 0.67% 26
2019
Q4 		$4.23M Sell
20,593
-2,303
-10% -$446K 0.49% 54
2019
Q3 		$4.08M Sell
22,896
-627
-3% -$119K 0.52% 60
2019
Q2 		$4.54M Sell
23,523
-1,235
-5% -$226K 0.6% 52
2019
Q1 		$4.13M Sell
24,758
-671
-3% -$107K 0.57% 54
2018
Q4 		$3.33M Buy
+25,429
New +$3.68M 0.52% 56

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

Strategic Financial Services's META Position: Q1 2026 in Review

Strategic Financial Services increased its Meta Platforms (Facebook) (META) stake by 0.86% in Q1 2026, buying an estimated $7.69K and bringing the position to 1,409 shares worth $806K. The position accounts for 0.04% of the portfolio, ranked #86.

Strategic Financial Services first reported a position in META in Q4 2018 and has held it in 25 quarters since. The position peaked at $5.3M in Q2 2020. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Strategic Financial Services held 1,409 shares of Meta Platforms (Facebook) worth $806K as of Q1 2026.
  • Strategic Financial Services bought 12 Meta Platforms (Facebook) shares in Q1 2026, an estimated $7.69K.
  • Meta Platforms (Facebook) made up 0.04% of Strategic Financial Services's portfolio in Q1 2026, its #86 holding.
  • Strategic Financial Services first reported a position in Meta Platforms (Facebook) in Q4 2018 and has held it in 25 quarters since.
  • Strategic Financial Services's Meta Platforms (Facebook) position peaked at $5.3M in Q2 2020.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Strategic Financial Services's 13F filing for Q1 2026, filed 8 May 2026.