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Wendell David Associates’s Meta Platforms (Facebook) META Stock Holding History

Wendell David Associates’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 		– Sell
-323
Closed -$213K – 153
2025
Q4 		$213K Hold
323
– – 0.02% 146
2025
Q3 		$237K Hold
323
– – 0.02% 144
2025
Q2 		$238K Buy
+323
New +$200K 0.02% 142
2022
Q2 		– Sell
-1,053
Closed -$234K – 150
2022
Q1 		$234K Hold
1,053
– – 0.03% 147
2021
Q4 		$354K Buy
1,053
+54
+5% +$17.9K 0.04% 128
2021
Q3 		$339K Hold
999
– – 0.04% 131
2021
Q2 		$347K Buy
999
+65
+7% +$20.9K 0.04% 129
2021
Q1 		$275K Buy
934
+6
+0.6% +$1.62K 0.03% 133
2020
Q4 		$253K Buy
+928
New +$254K 0.03% 132

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

Wendell David Associates's META Position: Q1 2026 in Review

Wendell David Associates sold out of Meta Platforms (Facebook) (META) in Q1 2026, closing a stake of 323 shares — an estimated $213K sold.

Wendell David Associates first reported a position in META in Q4 2020 and held it in 9 quarters. The position peaked at $354K in Q4 2021. 5,069 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Wendell David Associates reported no remaining Meta Platforms (Facebook) position as of Q1 2026 after selling out during the quarter.
  • Wendell David Associates sold 323 Meta Platforms (Facebook) shares in Q1 2026, an estimated $213K.
  • Wendell David Associates first reported a position in Meta Platforms (Facebook) in Q4 2020 and held it in 9 quarters.
  • Wendell David Associates's Meta Platforms (Facebook) position peaked at $354K in Q4 2021.
  • 5,069 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Wendell David Associates's 13F filing for Q1 2026, filed 23 Apr 2026.