AWM
META icon

Adams Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Adams Wealth Management’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 		$877K Sell
1,533
-167
-10% -$107K 0.19% 70
2025
Q4 		$1.12M Sell
1,700
-33
-2% -$22K 0.24% 68
2025
Q3 		$1.27M Sell
1,733
-190
-10% -$141K 0.27% 66
2025
Q2 		$1.42M Buy
1,923
+759
+65% +$469K 0.27% 66
2025
Q1 		$670K Buy
1,164
+259
+29% +$167K 0.13% 89
2024
Q4 		$530K Sell
905
-13
-1% -$7.63K 0.1% 91
2024
Q3 		$526K Sell
918
-21
-2% -$10.8K 0.11% 88
2024
Q2 		$473K Buy
+939
New +$456K 0.11% 85
2023
Q3 		– Sell
-21,550
Closed -$6.18M – 99
2023
Q2 		$6.18M Hold
21,550
– – 1.93% 11
2023
Q1 		$4.57M Sell
21,550
-1,100
-5% -$187K 1.47% 14
2022
Q4 		$2.73M Buy
22,650
+5,047
+29% +$593K 0.96% 17
2022
Q3 		$2.39M Buy
17,603
+14,504
+468% +$2.35M 0.89% 16
2022
Q2 		$500K Buy
3,099
+864
+39% +$167K 0.19% 55
2022
Q1 		$497K Buy
2,235
+294
+15% +$73.5K 0.16% 54
2021
Q4 		$653K Buy
1,941
+323
+20% +$107K 0.19% 46
2021
Q3 		$549K Buy
1,618
+15
+0.9% +$5.4K 0.21% 47
2021
Q2 		$557K Sell
1,603
-24
-1% -$7.7K 0.24% 45
2021
Q1 		$479K Buy
1,627
+97
+6% +$26.1K 0.22% 44
2020
Q4 		$418K Sell
1,530
-49
-3% -$13.4K 0.26% 39
2020
Q3 		$414K Sell
1,579
-80
-5% -$20.6K 0.32% 39
2020
Q2 		$377K Sell
1,659
-1,400
-46% -$292K 0.39% 37
2020
Q1 		$510K Sell
3,059
-248
-7% -$48.6K 0.64% 34
2019
Q4 		$679K Buy
+3,307
New +$641K 0.57% 53

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

Adams Wealth Management's META Position: Q1 2026 in Review

Adams Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 9.8% in Q1 2026, selling an estimated $107K and leaving 1,533 shares worth $877K. The position accounts for 0.19% of the portfolio, ranked #70.

Adams Wealth Management first reported a position in META in Q4 2019 and has held it in 23 quarters since. The position peaked at $6.18M in Q2 2023. 5,069 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Adams Wealth Management held 1,533 shares of Meta Platforms (Facebook) worth $877K as of Q1 2026.
  • Adams Wealth Management sold 167 Meta Platforms (Facebook) shares in Q1 2026, an estimated $107K.
  • Meta Platforms (Facebook) made up 0.19% of Adams Wealth Management's portfolio in Q1 2026, its #70 holding.
  • Adams Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2019 and has held it in 23 quarters since.
  • Adams Wealth Management's Meta Platforms (Facebook) position peaked at $6.18M in Q2 2023.
  • 5,069 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Adams Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.