Whittier Trust’s Meta Platforms (Facebook) META Stock Holding History

Whittier Trust’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	$148M	Buy	257,540 +15,974	+7%	+$10.2M	1.67%	10
2025 Q4	$160M	Buy	241,566 +4,798	+2%	+$3.2M	1.73%	11
2025 Q3	$168M	Buy	236,768 +5,287	+2%	+$3.94M	1.91%	10
2025 Q2	$171M	Buy	231,481 +16,816	+8%	+$10.4M	2.06%	10
2025 Q1	$124M	Buy	214,665 +23,804	+12%	+$15.4M	1.72%	10
2024 Q4	$112M	Buy	190,861 +3,902	+2%	+$2.29M	1.47%	11
2024 Q3	$107M	Buy	186,959 +3,554	+2%	+$1.83M	1.43%	11
2024 Q2	$92.5M	Buy	183,405 +5,275	+3%	+$2.56M	1.31%	12
2024 Q1	$86.5M	Buy	178,130 +3,396	+2%	+$1.51M	1.26%	12
2023 Q4	$61.8M	Buy	174,734 +2,763	+2%	+$900K	1%	17
2023 Q3	$51.6M	Buy	171,971 +2,921	+2%	+$880K	0.92%	19
2023 Q2	$48.5M	Sell	169,050 -5,608	-3%	-$1.38M	0.84%	23
2023 Q1	$37M	Buy	174,658 +2,394	+1%	+$408K	0.67%	35
2022 Q4	$20.7M	Sell	172,264 -4,708	-3%	-$553K	0.4%	61
2022 Q3	$24M	Buy	176,972 +4,479	+3%	+$726K	0.5%	48
2022 Q2	$27.8M	Buy	172,493 +314	+0.2%	+$60.6K	0.56%	43
2022 Q1	$38.3M	Buy	172,179 +3,012	+2%	+$753K	0.65%	33
2021 Q4	$56.9M	Buy	169,167 +4,157	+3%	+$1.38M	0.92%	18
2021 Q3	$56M	Sell	165,010 -1,983	-1%	-$714K	1.02%	17
2021 Q2	$58.1M	Buy	166,993 +4,070	+2%	+$1.31M	1.03%	17
2021 Q1	$48M	Buy	+162,923	New	+$43.9M	0.93%	22
2020 Q4	–	Sell	-147,088	Closed	-$38.5M	–	1466
2020 Q3	$38.5M	Buy	147,088 +1,284	+0.9%	+$331K	0.92%	20
2020 Q2	$33.1M	Buy	145,804 +15,772	+12%	+$3.29M	0.92%	22
2020 Q1	$21.7M	Buy	130,032 +3,561	+3%	+$697K	0.71%	31
2019 Q4	$26M	Buy	126,471 +3,222	+3%	+$624K	0.68%	32
2019 Q3	$21.9M	Buy	123,249 +1,253	+1%	+$238K	0.63%	37
2019 Q2	$23.5M	Buy	121,996 +2,094	+2%	+$383K	0.69%	35
2019 Q1	$20M	Buy	119,902 +1,670	+1%	+$266K	0.61%	39
2018 Q4	$15.5M	Sell	118,232 -3,017	-2%	-$437K	0.53%	47
2018 Q3	$19.9M	Buy	121,249 +2,131	+2%	+$386K	0.62%	34
2018 Q2	$23.1M	Buy	119,118 +2,439	+2%	+$441K	0.76%	25
2018 Q1	$18.6M	Buy	116,679 +4,586	+4%	+$823K	0.63%	32
2017 Q4	$19.8M	Buy	112,093 +21,524	+24%	+$3.8M	0.69%	33
2017 Q3	$15.5M	Buy	90,569 +43,960	+94%	+$7.34M	0.56%	45
2017 Q2	$7.04M	Buy	46,609 +885	+2%	+$132K	0.27%	106
2017 Q1	$6.5M	Buy	45,724 +4,646	+11%	+$621K	0.26%	108
2016 Q4	$4.73M	Buy	41,078 +37,356	+1,004%	+$4.59M	0.2%	128
2016 Q3	$477K	Hold	3,722	–	–	0.02%	341
2016 Q2	$425K	Hold	3,722	–	–	0.02%	353
2016 Q1	$425K	Sell	3,722 -4,125	-53%	-$435K	0.02%	357
2015 Q4	$821K	Buy	7,847 +3,352	+75%	+$344K	0.04%	290
2015 Q3	$404K	Buy	4,495 +272	+6%	+$25K	0.02%	362
2015 Q2	$362K	Hold	4,223	–	–	0.02%	398
2015 Q1	$347K	Buy	4,223 +841	+25%	+$65.9K	0.02%	398
2014 Q4	$264K	Buy	3,382 +100	+3%	+$7.64K	0.01%	410
2014 Q3	$259K	Hold	3,282	–	–	0.01%	401
2014 Q2	$221K	Sell	3,282 -520	-14%	-$32K	0.01%	421
2014 Q1	$229K	Buy	3,802 +287	+8%	+$18.2K	0.01%	421
2013 Q4	$192K	Buy	3,515 +300	+9%	+$15.1K	0.01%	439
2013 Q3	$161K	Hold	3,215	–	–	0.01%	469
2013 Q2	$80K	Buy	+3,215	New	+$82.4K	﹤0.01%	573

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

Whittier Trust's META Position: Q1 2026 in Review

Whittier Trust increased its Meta Platforms (Facebook) (META) stake by 6.6% in Q1 2026, buying an estimated $10.2M and bringing the position to 257,540 shares worth $148M. The position accounts for 1.67% of the portfolio, ranked #10.

Whittier Trust first reported a position in META in Q2 2013 and has held it in 51 quarters since. The position peaked at $171M in Q2 2025. 5,066 funds tracked by Wall St. Rank hold META as of Q1 2026.

Whittier Trust held 257,540 shares of Meta Platforms (Facebook) worth $148M as of Q1 2026.
Whittier Trust bought 15,974 Meta Platforms (Facebook) shares in Q1 2026, an estimated $10.2M.
Meta Platforms (Facebook) made up 1.67% of Whittier Trust's portfolio in Q1 2026, its #10 holding.
Whittier Trust first reported a position in Meta Platforms (Facebook) in Q2 2013 and has held it in 51 quarters since.
Whittier Trust's Meta Platforms (Facebook) position peaked at $171M in Q2 2025.
5,066 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.