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

AmeriServ Wealth 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	$225K	Sell	394 -41	-9%	-$26.3K	0.14%	54
2025 Q4	$287K	Sell	435 -204	-32%	-$136K	0.17%	51
2025 Q3	$469K	Hold	639	–	–	0.24%	39
2025 Q2	$472K	Hold	639	–	–	0.23%	37
2025 Q1	$368K	Sell	639 -1	-0.2%	-$645	0.21%	43
2024 Q4	$375K	Buy	+640	New	+$376K	0.2%	44
2022 Q2	–	Sell	-1,395	Closed	-$310K	–	65
2022 Q1	$310K	Buy	1,395 +239	+21%	+$59.7K	0.23%	54
2021 Q4	$389K	Hold	1,156	–	–	0.27%	44
2021 Q3	$392K	Sell	1,156 -40	-3%	-$14.4K	0.3%	44
2021 Q2	$416K	Sell	1,196 -619	-34%	-$199K	0.32%	44
2021 Q1	$535K	Sell	1,815 -545	-23%	-$147K	0.46%	36
2020 Q4	$645K	Buy	+2,360	New	+$647K	0.63%	32
2019 Q1	–	Sell	-1,937	Closed	-$254K	–	73
2018 Q4	$254K	Sell	1,937 -6,691	-78%	-$969K	0.64%	51
2018 Q3	$1.42M	Buy	8,628 +1,439	+20%	+$261K	1.77%	14
2018 Q2	$1.4M	Sell	7,189 -2	-0%	-$361	1.88%	12
2018 Q1	$1.15M	Buy	7,191 +1,158	+19%	+$208K	1.3%	15
2017 Q4	$1.07M	Buy	+6,033	New	+$1.07M	1.03%	18
2016 Q4	–	Sell	-5,173	Closed	-$664K	–	62
2016 Q3	$664K	Buy	+5,173	New	+$642K	0.84%	29

Other funds holding META

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AmeriServ Wealth Advisors's META Position: Q1 2026 in Review

AmeriServ Wealth Advisors reduced its Meta Platforms (Facebook) (META) stake by 9.4% in Q1 2026, selling an estimated $26.3K and leaving 394 shares worth $225K. The position accounts for 0.14% of the portfolio, ranked #54.

AmeriServ Wealth Advisors first reported a position in META in Q3 2016 and has held it in 18 quarters since. The position peaked at $1.42M in Q3 2018. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

AmeriServ Wealth Advisors held 394 shares of Meta Platforms (Facebook) worth $225K as of Q1 2026.
AmeriServ Wealth Advisors sold 41 Meta Platforms (Facebook) shares in Q1 2026, an estimated $26.3K.
Meta Platforms (Facebook) made up 0.14% of AmeriServ Wealth Advisors's portfolio in Q1 2026, its #54 holding.
AmeriServ Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q3 2016 and has held it in 18 quarters since.
AmeriServ Wealth Advisors's Meta Platforms (Facebook) position peaked at $1.42M in Q3 2018.
5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on AmeriServ Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.