ZIG
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Zuckerman Investment Group’s Meta Platforms (Facebook) META Stock Holding History

Zuckerman Investment Group’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 		$23.5M Buy
41,072
+656
+2% +$420K 2.2% 16
2025
Q4 		$26.7M Buy
40,416
+2,565
+7% +$1.71M 2.38% 12
2025
Q3 		$27.8M Sell
37,851
-1,371
-3% -$1.02M 2.57% 9
2025
Q2 		$28.9M Buy
39,222
+1,575
+4% +$973K 2.81% 8
2025
Q1 		$21.7M Sell
37,647
-1,661
-4% -$1.07M 2.33% 16
2024
Q4 		$27.4M Sell
39,308
-125
-0.3% -$73.4K 2.63% 9
2024
Q3 		$22.6M Buy
39,433
+97
+0.2% +$49.9K 2.32% 15
2024
Q2 		$19.8M Buy
39,336
+45
+0.1% +$21.9K 2.29% 14
2024
Q1 		$19.1M Sell
39,291
-3,779
-9% -$1.69M 2.16% 16
2023
Q4 		$15.2M Sell
43,070
-6,847
-14% -$2.23M 1.97% 20
2023
Q3 		$15M Sell
49,917
-627
-1% -$189K 2.14% 19
2023
Q2 		$14.5M Buy
50,544
+39
+0.1% +$9.62K 2.08% 19
2023
Q1 		$10.7M Buy
50,505
+29
+0.1% +$4.94K 1.63% 27
2022
Q4 		$6.07M Buy
50,476
+11,199
+29% +$1.32M 0.96% 41
2022
Q3 		$5.33M Buy
39,277
+320
+0.8% +$51.9K 1% 38
2022
Q2 		$6.28M Buy
38,957
+14,182
+57% +$2.74M 1.14% 34
2022
Q1 		$5.51M Buy
24,775
+21,655
+694% +$5.41M 0.89% 41
2021
Q4 		$1.05M Buy
3,120
+231
+8% +$76.7K 0.16% 63
2021
Q3 		$980K Buy
2,889
+58
+2% +$20.9K 0.16% 65
2021
Q2 		$984K Buy
2,831
+145
+5% +$46.5K 0.16% 63
2021
Q1 		$791K Buy
2,686
+1,485
+124% +$400K 0.13% 64
2020
Q4 		$328K Buy
1,201
+171
+17% +$46.9K 0.06% 69
2020
Q3 		$270K Buy
+1,030
New +$266K 0.06% 66

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

Zuckerman Investment Group's META Position: Q1 2026 in Review

Zuckerman Investment Group increased its Meta Platforms (Facebook) (META) stake by 1.6% in Q1 2026, buying an estimated $420K and bringing the position to 41,072 shares worth $23.5M. The position accounts for 2.2% of the portfolio, ranked #16.

Zuckerman Investment Group first reported a position in META in Q3 2020 and has held it in 23 quarters since. The position peaked at $28.9M in Q2 2025. 5,069 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Zuckerman Investment Group held 41,072 shares of Meta Platforms (Facebook) worth $23.5M as of Q1 2026.
  • Zuckerman Investment Group bought 656 Meta Platforms (Facebook) shares in Q1 2026, an estimated $420K.
  • Meta Platforms (Facebook) made up 2.2% of Zuckerman Investment Group's portfolio in Q1 2026, its #16 holding.
  • Zuckerman Investment Group first reported a position in Meta Platforms (Facebook) in Q3 2020 and has held it in 23 quarters since.
  • Zuckerman Investment Group's Meta Platforms (Facebook) position peaked at $28.9M in Q2 2025.
  • 5,069 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Zuckerman Investment Group's 13F filing for Q1 2026, filed 15 May 2026.