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Westbourne Investment Advisors’s Meta Platforms (Facebook) META Stock Holding History

Westbourne Investment Advisors’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 		$15.8M Buy
27,639
+150
+0.5% +$96.1K 4.61% 4
2025
Q4 		$18.1M Buy
27,489
+1,017
+4% +$679K 5.01% 4
2025
Q3 		$19.4M Sell
26,472
-306
-1% -$228K 5.42% 4
2025
Q2 		$19.8M Sell
26,778
-269
-1% -$166K 6% 2
2025
Q1 		$15.6M Sell
27,047
-489
-2% -$315K 5.54% 3
2024
Q4 		$16.1M Sell
27,536
-32
-0.1% -$18.8K 5.52% 4
2024
Q3 		$15.8M Sell
27,568
-217
-0.8% -$112K 5.51% 4
2024
Q2 		$14M Sell
27,785
-244
-0.9% -$119K 5.08% 4
2024
Q1 		$13.6M Sell
28,029
-2,873
-9% -$1.28M 5.01% 5
2023
Q4 		$10.9M Sell
30,902
-556
-2% -$181K 4.38% 5
2023
Q3 		$9.44M Sell
31,458
-2,962
-9% -$892K 4.34% 5
2023
Q2 		$9.88M Sell
34,420
-1,119
-3% -$276K 4.42% 4
2023
Q1 		$7.53M Sell
35,539
-1,678
-5% -$286K 3.64% 4
2022
Q4 		$4.48M Buy
37,217
+2,097
+6% +$246K 2.26% 16
2022
Q3 		$4.76M Sell
35,120
-131
-0.4% -$21.2K 2.53% 14
2022
Q2 		$5.68M Buy
35,251
+2,313
+7% +$446K 3.53% 6
2022
Q1 		$7.32M Buy
32,938
+2,328
+8% +$582K 3.03% 6
2021
Q4 		$10.3M Buy
30,610
+355
+1% +$118K 4.05% 5
2021
Q3 		$10.3M Sell
30,255
-319
-1% -$115K 4.68% 5
2021
Q2 		$10.6M Buy
30,574
+257
+0.8% +$82.4K 4.82% 5
2021
Q1 		$8.93M Buy
30,317
+2,642
+10% +$711K 4.44% 6
2020
Q4 		$7.56M Buy
+27,675
New +$7.59M 4.42% 6
2020
Q2 		– Sell
-28,523
Closed -$4.76M – 70
2020
Q1 		$4.76M Buy
28,523
+3,396
+14% +$665K 4.39% 5
2019
Q4 		$5.16M Buy
25,127
+615
+3% +$119K 3.51% 5
2019
Q3 		$4.37M Buy
24,512
+1,745
+8% +$332K 3.26% 6
2019
Q2 		$4.39M Buy
22,767
+533
+2% +$97.4K 3.56% 5
2019
Q1 		$3.71M Buy
22,234
+3,252
+17% +$517K 2.84% 7
2018
Q4 		$2.49M Buy
18,982
+500
+3% +$72.4K 2.14% 12
2018
Q3 		$3.04M Buy
18,482
+1,662
+10% +$301K 2.21% 10
2018
Q2 		$3.27M Buy
16,820
+2,961
+21% +$535K 2.82% 6
2018
Q1 		$2.21M Buy
13,859
+2,291
+20% +$411K 1.77% 15
2017
Q4 		$2.04M Buy
11,568
+1,995
+21% +$353K 1.55% 17
2017
Q3 		$1.64M Buy
9,573
+1,939
+25% +$324K 1.28% 25
2017
Q2 		$1.15M Buy
7,634
+3,332
+77% +$495K 0.94% 36
2017
Q1 		$611K Buy
+4,302
New +$575K 0.5% 54

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

Westbourne Investment Advisors's META Position: Q1 2026 in Review

Westbourne Investment Advisors increased its Meta Platforms (Facebook) (META) stake by 0.55% in Q1 2026, buying an estimated $96.1K and bringing the position to 27,639 shares worth $15.8M. The position accounts for 4.61% of the portfolio, ranked #4.

Westbourne Investment Advisors first reported a position in META in Q1 2017 and has held it in 35 quarters since. The position peaked at $19.8M in Q2 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Westbourne Investment Advisors held 27,639 shares of Meta Platforms (Facebook) worth $15.8M as of Q1 2026.
  • Westbourne Investment Advisors bought 150 Meta Platforms (Facebook) shares in Q1 2026, an estimated $96.1K.
  • Meta Platforms (Facebook) made up 4.61% of Westbourne Investment Advisors's portfolio in Q1 2026, its #4 holding.
  • Westbourne Investment Advisors first reported a position in Meta Platforms (Facebook) in Q1 2017 and has held it in 35 quarters since.
  • Westbourne Investment Advisors's Meta Platforms (Facebook) position peaked at $19.8M in Q2 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Westbourne Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.