AWP
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Accretive Wealth Partners’s Meta Platforms (Facebook) META Stock Holding History

Accretive Wealth Partners’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 		$3.03M Sell
5,304
-64
-1% -$41K 0.85% 33
2025
Q4 		$3.54M Sell
5,368
-366
-6% -$244K 1.05% 18
2025
Q3 		$4.21M Buy
5,734
+67
+1% +$49.9K 1.28% 17
2025
Q2 		$4.18M Buy
5,667
+151
+3% +$93.3K 1.37% 14
2025
Q1 		$3.24M Buy
5,516
+405
+8% +$261K 1.14% 16
2024
Q4 		$2.99M Sell
5,111
-11
-0.2% -$6.46K 1.27% 17
2024
Q3 		$2.93M Sell
5,122
-254
-5% -$131K 1.23% 16
2024
Q2 		$2.71M Buy
5,376
+1
+0% +$486 1.13% 18
2024
Q1 		$2.43M Sell
5,375
-74
-1% -$33K 1.07% 18
2023
Q4 		$1.93M Buy
5,449
+11
+0.2% +$3.58K 0.93% 31
2023
Q3 		$1.63M Buy
5,438
+22
+0.4% +$6.63K 0.97% 26
2023
Q2 		$1.55M Buy
5,416
+78
+1% +$19.2K 0.92% 32
2023
Q1 		$1.13M Buy
5,338
+66
+1% +$11.2K 0.72% 45
2022
Q4 		$634K Buy
5,272
+227
+4% +$26.7K 0.44% 74
2022
Q3 		$685K Buy
5,045
+320
+7% +$51.9K 0.52% 62
2022
Q2 		$762K Buy
4,725
+313
+7% +$60.4K 0.55% 59
2022
Q1 		$981K Buy
4,412
+100
+2% +$25K 0.62% 55
2021
Q4 		$1.45M Buy
4,312
+176
+4% +$58.4K 0.92% 34
2021
Q3 		$1.4M Buy
4,136
+542
+15% +$195K 0.99% 26
2021
Q2 		$1.25M Buy
3,594
+176
+5% +$56.5K 0.9% 31
2021
Q1 		$1.01M Buy
3,418
+314
+10% +$84.5K 0.91% 38
2020
Q4 		$848K Buy
+3,104
New +$851K 0.84% 44

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

Accretive Wealth Partners's META Position: Q1 2026 in Review

Accretive Wealth Partners reduced its Meta Platforms (Facebook) (META) stake by 1.2% in Q1 2026, selling an estimated $41K and leaving 5,304 shares worth $3.03M. The position accounts for 0.85% of the portfolio, ranked #33.

Accretive Wealth Partners first reported a position in META in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.21M in Q3 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Accretive Wealth Partners held 5,304 shares of Meta Platforms (Facebook) worth $3.03M as of Q1 2026.
  • Accretive Wealth Partners sold 64 Meta Platforms (Facebook) shares in Q1 2026, an estimated $41K.
  • Meta Platforms (Facebook) made up 0.85% of Accretive Wealth Partners's portfolio in Q1 2026, its #33 holding.
  • Accretive Wealth Partners first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 22 quarters since.
  • Accretive Wealth Partners's Meta Platforms (Facebook) position peaked at $4.21M in Q3 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Accretive Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.