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

Alaethes Wealth’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 		$4.41M Buy
7,710
+92
+1% +$59K 1.26% 18
2025
Q4 		$5.03M Buy
7,618
+87
+1% +$58.1K 1.42% 15
2025
Q3 		$5.53M Sell
7,531
-610
-7% -$454K 1.57% 14
2025
Q2 		$6.01M Buy
8,141
+84
+1% +$51.9K 1.79% 12
2025
Q1 		$4.64M Buy
8,057
+151
+2% +$97.4K 1.7% 11
2024
Q4 		$4.63M Buy
7,906
+62
+0.8% +$36.4K 1.65% 12
2024
Q3 		$4.49M Buy
7,844
+321
+4% +$165K 1.66% 11
2024
Q2 		$3.79M Sell
7,523
-23
-0.3% -$11.2K 1.57% 12
2024
Q1 		$3.66M Sell
7,546
-18
-0.2% -$8.03K 1.6% 13
2023
Q4 		$2.68M Sell
7,564
-111
-1% -$36.1K 1.27% 17
2023
Q3 		$2.3M Buy
7,675
+448
+6% +$135K 1.26% 16
2023
Q2 		$2.07M Sell
7,227
-569
-7% -$140K 1.14% 18
2023
Q1 		$1.65M Buy
7,796
+861
+12% +$147K 0.97% 29
2022
Q4 		$835K Sell
6,935
-430
-6% -$50.5K 0.57% 74
2022
Q3 		$999K Buy
7,365
+307
+4% +$49.8K 0.73% 56
2022
Q2 		$1.14M Sell
7,058
-1,374
-16% -$265K 0.84% 42
2022
Q1 		$1.88M Buy
8,432
+1,170
+16% +$292K 1.19% 17
2021
Q4 		$2.44M Buy
7,262
+1,303
+22% +$433K 1.54% 10
2021
Q3 		$2.02M Buy
5,959
+184
+3% +$66.3K 1.47% 12
2021
Q2 		$2.01M Buy
5,775
+58
+1% +$18.6K 1.55% 11
2021
Q1 		$1.68M Buy
+5,717
New +$1.54M 1.56% 15

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

Alaethes Wealth's META Position: Q1 2026 in Review

Alaethes Wealth increased its Meta Platforms (Facebook) (META) stake by 1.2% in Q1 2026, buying an estimated $59K and bringing the position to 7,710 shares worth $4.41M. The position accounts for 1.26% of the portfolio, ranked #18.

Alaethes Wealth first reported a position in META in Q1 2021 and has held it in 21 quarters since. The position peaked at $6.01M in Q2 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Alaethes Wealth held 7,710 shares of Meta Platforms (Facebook) worth $4.41M as of Q1 2026.
  • Alaethes Wealth bought 92 Meta Platforms (Facebook) shares in Q1 2026, an estimated $59K.
  • Meta Platforms (Facebook) made up 1.26% of Alaethes Wealth's portfolio in Q1 2026, its #18 holding.
  • Alaethes Wealth first reported a position in Meta Platforms (Facebook) in Q1 2021 and has held it in 21 quarters since.
  • Alaethes Wealth's Meta Platforms (Facebook) position peaked at $6.01M in Q2 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

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