VFIC
META icon

Valley Forge Investment Consultants’s Meta Platforms (Facebook) META Stock Holding History

Valley Forge Investment Consultants’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 		$248K Sell
434
-112
-21% -$71.8K 0.07% 71
2025
Q4 		$360K Sell
546
-198
-27% -$132K 0.1% 55
2025
Q3 		$546K Sell
744
-249
-25% -$185K 0.16% 49
2025
Q2 		$733K Buy
993
+500
+101% +$309K 0.23% 39
2025
Q1 		$284K Sell
493
-313
-39% -$202K 0.1% 63
2024
Q4 		$472K Buy
806
+278
+53% +$163K 0.16% 52
2024
Q3 		$302K Buy
528
+28
+6% +$14.4K 0.11% 64
2024
Q2 		$252K Hold
500
– – 0.1% 67
2024
Q1 		$243K Hold
500
– – 0.09% 68
2023
Q4 		$177K Hold
500
– – 0.08% 69
2023
Q3 		$150K Buy
500
+79
+19% +$23.8K 0.07% 69
2023
Q2 		$121K Buy
+421
New +$104K 0.06% 60
2022
Q1 		– Sell
-593
Closed -$199K – 87
2021
Q4 		$199K Hold
593
– – 0.09% 70
2021
Q3 		$201K Buy
593
+149
+34% +$53.7K 0.11% 66
2021
Q2 		$154K Buy
+444
New +$142K 0.08% 69

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

Valley Forge Investment Consultants's META Position: Q1 2026 in Review

Valley Forge Investment Consultants reduced its Meta Platforms (Facebook) (META) stake by 21% in Q1 2026, selling an estimated $71.8K and leaving 434 shares worth $248K. The position accounts for 0.07% of the portfolio, ranked #71.

Valley Forge Investment Consultants first reported a position in META in Q2 2021 and has held it in 15 quarters since. The position peaked at $733K in Q2 2025. 5,069 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Valley Forge Investment Consultants held 434 shares of Meta Platforms (Facebook) worth $248K as of Q1 2026.
  • Valley Forge Investment Consultants sold 112 Meta Platforms (Facebook) shares in Q1 2026, an estimated $71.8K.
  • Meta Platforms (Facebook) made up 0.07% of Valley Forge Investment Consultants's portfolio in Q1 2026, its #71 holding.
  • Valley Forge Investment Consultants first reported a position in Meta Platforms (Facebook) in Q2 2021 and has held it in 15 quarters since.
  • Valley Forge Investment Consultants's Meta Platforms (Facebook) position peaked at $733K in Q2 2025.
  • 5,069 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Valley Forge Investment Consultants's 13F filing for Q1 2026, filed 21 Apr 2026.