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

AE 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
2018
Q4 		– Sell
-100
Closed -$1K – 556
2018
Q3 		$1K Buy
+100
New +$18.1K ﹤0.01% 603

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

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

AE Wealth Management increased its Meta Platforms (Facebook) (META) stake by 3.5% in Q1 2026, buying an estimated $7.7M and bringing the position to 359,570 shares worth $206M. The position accounts for 1.11% of the portfolio, ranked #12.

AE Wealth Management first reported a position in META in Q4 2016 and has held it in 38 quarters since. The position peaked at $229M in Q4 2025. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • AE Wealth Management held 359,570 shares of Meta Platforms (Facebook) worth $206M as of Q1 2026.
  • AE Wealth Management bought 12,019 Meta Platforms (Facebook) shares in Q1 2026, an estimated $7.7M.
  • Meta Platforms (Facebook) made up 1.11% of AE Wealth Management's portfolio in Q1 2026, its #12 holding.
  • AE Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2016 and has held it in 38 quarters since.
  • AE Wealth Management's Meta Platforms (Facebook) position peaked at $229M in Q4 2025.
  • 5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

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