Valued Retirements’s Meta Platforms (Facebook) META Stock Holding History

Valued Retirements’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	$486K	Hold	850	–	–	0.48%	50
2025 Q4	$561K	Hold	850	–	–	0.55%	42
2025 Q3	$627K	Hold	850	–	–	0.71%	37
2025 Q2	$627K	Hold	850	–	–	0.71%	37
2025 Q1	$490K	Hold	850	–	–	0.64%	43
2024 Q4	$498K	Hold	850	–	–	0.67%	43
2024 Q3	$487K	Hold	850	–	–	0.67%	39
2024 Q2	$429K	Hold	850	–	–	0.65%	41
2024 Q1	$413K	Hold	850	–	–	0.66%	37
2023 Q4	$301K	Buy	+850	New	+$277K	0.52%	44

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

Valued Retirements's META Position: Q1 2026 in Review

Valued Retirements held its Meta Platforms (Facebook) (META) position steady in Q1 2026 at 850 shares worth $486K. The position accounts for 0.48% of the portfolio, ranked #50.

Valued Retirements first reported a position in META in Q4 2023 and has held it in 10 quarters since. The position peaked at $627K in Q3 2025. 5,066 funds tracked by Wall St. Rank hold META as of Q1 2026.

Valued Retirements held 850 shares of Meta Platforms (Facebook) worth $486K as of Q1 2026.
Valued Retirements left its Meta Platforms (Facebook) share count unchanged in Q1 2026.
Meta Platforms (Facebook) made up 0.48% of Valued Retirements's portfolio in Q1 2026, its #50 holding.
Valued Retirements first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 10 quarters since.
Valued Retirements's Meta Platforms (Facebook) position peaked at $627K in Q3 2025.
5,066 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Valued Retirements's 13F filing for Q1 2026, filed 13 May 2026.