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Allium Financial Advisors’s Meta Platforms (Facebook) META Stock Holding History

Allium Financial Advisors’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 		$1.21M Sell
2,114
-10
-0.5% -$6.41K 0.97% 19
2025
Q4 		$1.4M Sell
2,124
-81
-4% -$54.1K 1.11% 18
2025
Q3 		$1.62M Sell
2,205
-99
-4% -$73.7K 1.34% 16
2025
Q2 		$1.7M Sell
2,304
-1,848
-45% -$1.14M 1.48% 14
2025
Q1 		$2.39M Buy
+4,152
New +$2.68M 2.18% 10

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

Allium Financial Advisors's META Position: Q1 2026 in Review

Allium Financial Advisors reduced its Meta Platforms (Facebook) (META) stake by 0.47% in Q1 2026, selling an estimated $6.41K and leaving 2,114 shares worth $1.21M. The position accounts for 0.97% of the portfolio, ranked #19.

Allium Financial Advisors first reported a position in META in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.39M in Q1 2025. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Allium Financial Advisors held 2,114 shares of Meta Platforms (Facebook) worth $1.21M as of Q1 2026.
  • Allium Financial Advisors sold 10 Meta Platforms (Facebook) shares in Q1 2026, an estimated $6.41K.
  • Meta Platforms (Facebook) made up 0.97% of Allium Financial Advisors's portfolio in Q1 2026, its #19 holding.
  • Allium Financial Advisors first reported a position in Meta Platforms (Facebook) in Q1 2025 and has held it in 5 quarters since.
  • Allium Financial Advisors's Meta Platforms (Facebook) position peaked at $2.39M in Q1 2025.
  • 5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Allium Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.