Thames Capital Management’s Meta Platforms (Facebook) META Stock Holding History

Thames Capital 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	$14.2M	Sell	24,794 -8,973	-27%	-$5.75M	2.54%	18
2025 Q4	$22.3M	Buy	33,767 +6,305	+23%	+$4.21M	3.24%	8
2025 Q3	$20.2M	Buy	27,462 +2,270	+9%	+$1.69M	2.88%	7
2025 Q2	$18.6M	Hold	25,192	–	–	4.21%	6
2025 Q1	$14.5M	Sell	25,192 -7,835	-24%	-$5.05M	5.58%	7
2024 Q4	$19.3M	Hold	33,027	–	–	5.24%	2
2024 Q3	$18.9M	Buy	33,027 +561	+2%	+$289K	5.89%	1
2024 Q2	$16.4M	Sell	32,466 -3,464	-10%	-$1.68M	6.41%	3
2024 Q1	$17.4M	Sell	35,930 -917	-2%	-$409K	7.26%	2
2023 Q4	$13M	Hold	36,847	–	–	6.72%	6
2023 Q3	$11.1M	Hold	36,847	–	–	6.32%	5
2023 Q2	$10.6M	Buy	+36,847	New	+$9.09M	5.63%	6
2021 Q3	–	Sell	-19,253	Closed	-$6.69M	–	56
2021 Q2	$6.69M	Buy	+19,253	New	+$6.18M	1.57%	30
2020 Q4	–	Sell	-18,324	Closed	-$4.8M	–	59
2020 Q3	$4.8M	Buy	+18,324	New	+$4.73M	1.69%	26

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

Thames Capital Management's META Position: Q1 2026 in Review

Thames Capital Management reduced its Meta Platforms (Facebook) (META) stake by 27% in Q1 2026, selling an estimated $5.75M and leaving 24,794 shares worth $14.2M. The position accounts for 2.54% of the portfolio, ranked #18.

Thames Capital Management first reported a position in META in Q3 2020 and has held it in 14 quarters since. The position peaked at $22.3M in Q4 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

Thames Capital Management held 24,794 shares of Meta Platforms (Facebook) worth $14.2M as of Q1 2026.
Thames Capital Management sold 8,973 Meta Platforms (Facebook) shares in Q1 2026, an estimated $5.75M.
Meta Platforms (Facebook) made up 2.54% of Thames Capital Management's portfolio in Q1 2026, its #18 holding.
Thames Capital Management first reported a position in Meta Platforms (Facebook) in Q3 2020 and has held it in 14 quarters since.
Thames Capital Management's Meta Platforms (Facebook) position peaked at $22.3M in Q4 2025.
5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Thames Capital Management's 13F filing for Q1 2026, filed 12 May 2026.