WFI
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West Family Investments’s Meta Platforms (Facebook) META Stock Holding History

West Family Investments’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 		$3.16M Sell
5,522
-3,685
-40% -$2.36M 1.11% 15
2025
Q4 		$6.08M Sell
9,207
-602
-6% -$402K 1.43% 12
2025
Q3 		$7.2M Buy
9,809
+223
+2% +$166K 1.61% 11
2025
Q2 		$7.08M Buy
9,586
+5,353
+126% +$3.31M 1.85% 10
2025
Q1 		$2.44M Sell
4,233
-2,510
-37% -$1.62M 0.92% 15
2024
Q4 		$3.95M Sell
6,743
-101
-1% -$59.3K 1.38% 14
2024
Q3 		$3.92M Buy
6,844
+1,219
+22% +$627K 1.33% 13
2024
Q2 		$2.84M Buy
5,625
+126
+2% +$61.2K 0.85% 30
2024
Q1 		$2.67M Buy
5,499
+737
+15% +$329K 0.83% 29
2023
Q4 		$1.69M Buy
4,762
+104
+2% +$33.9K 0.57% 38
2023
Q3 		$1.4M Sell
4,658
-142
-3% -$42.8K 0.49% 45
2023
Q2 		$1.38M Buy
4,800
+670
+16% +$165K 0.54% 40
2023
Q1 		$875K Buy
4,130
+2,208
+115% +$376K 0.35% 65
2022
Q4 		$231K Sell
1,922
-4,649
-71% -$546K 0.08% 198
2022
Q3 		$892K Buy
6,571
+1,235
+23% +$200K 0.37% 61
2022
Q2 		$860K Sell
5,336
-538
-9% -$104K 0.34% 59
2022
Q1 		$1.31M Sell
5,874
-789
-12% -$197K 0.37% 47
2021
Q4 		$2.24M Sell
6,663
-1,099
-14% -$365K 0.61% 27
2021
Q3 		$2.63M Buy
7,762
+710
+10% +$256K 0.68% 24
2021
Q2 		$2.45M Buy
+7,052
New +$2.26M 0.66% 21
2019
Q1 		– Sell
-25,000
Closed -$3.28M – 90
2018
Q4 		$3.28M Buy
+25,000
New +$3.62M 0.85% 36

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

West Family Investments's META Position: Q1 2026 in Review

West Family Investments reduced its Meta Platforms (Facebook) (META) stake by 40% in Q1 2026, selling an estimated $2.36M and leaving 5,522 shares worth $3.16M. The position accounts for 1.11% of the portfolio, ranked #15.

West Family Investments first reported a position in META in Q4 2018 and has held it in 21 quarters since. The position peaked at $7.2M in Q3 2025. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • West Family Investments held 5,522 shares of Meta Platforms (Facebook) worth $3.16M as of Q1 2026.
  • West Family Investments sold 3,685 Meta Platforms (Facebook) shares in Q1 2026, an estimated $2.36M.
  • Meta Platforms (Facebook) made up 1.11% of West Family Investments's portfolio in Q1 2026, its #15 holding.
  • West Family Investments first reported a position in Meta Platforms (Facebook) in Q4 2018 and has held it in 21 quarters since.
  • West Family Investments's Meta Platforms (Facebook) position peaked at $7.2M in Q3 2025.
  • 5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.