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

Aprio 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 		$5.42M Buy
9,482
+107
+1% +$68.6K 0.3% 72
2025
Q4 		$6.19M Buy
9,375
+3,335
+55% +$2.23M 0.36% 60
2025
Q3 		$4.44M Buy
6,040
+603
+11% +$449K 0.44% 44
2025
Q2 		$4.01M Buy
5,437
+692
+15% +$428K 0.45% 42
2025
Q1 		$2.73M Buy
4,745
+680
+17% +$439K 0.34% 54
2024
Q4 		$2.38M Buy
4,065
+1,245
+44% +$731K 0.35% 49
2024
Q3 		$1.61M Buy
2,820
+65
+2% +$33.4K 0.26% 55
2024
Q2 		$1.39M Sell
2,755
-90
-3% -$43.7K 0.25% 53
2024
Q1 		$1.38M Buy
2,845
+643
+29% +$287K 0.27% 43
2023
Q4 		$779K Buy
2,202
+547
+33% +$178K 0.17% 69
2023
Q3 		$497K Buy
1,655
+426
+35% +$128K 0.14% 84
2023
Q2 		$353K Sell
1,229
-61
-5% -$15.1K 0.1% 95
2023
Q1 		$273K Buy
+1,290
New +$220K 0.08% 107
2022
Q1 		– Sell
-640
Closed -$215K – 90
2021
Q4 		$215K Hold
640
– – 0.09% 68
2021
Q3 		$217K Buy
640
+35
+6% +$12.6K 0.1% 65
2021
Q2 		$210K Buy
+605
New +$194K 0.1% 63

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

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

Aprio Wealth Management increased its Meta Platforms (Facebook) (META) stake by 1.1% in Q1 2026, buying an estimated $68.6K and bringing the position to 9,482 shares worth $5.42M. The position accounts for 0.3% of the portfolio, ranked #72.

Aprio Wealth Management first reported a position in META in Q2 2021 and has held it in 16 quarters since. The position peaked at $6.19M in Q4 2025. 5,066 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Aprio Wealth Management held 9,482 shares of Meta Platforms (Facebook) worth $5.42M as of Q1 2026.
  • Aprio Wealth Management bought 107 Meta Platforms (Facebook) shares in Q1 2026, an estimated $68.6K.
  • Meta Platforms (Facebook) made up 0.3% of Aprio Wealth Management's portfolio in Q1 2026, its #72 holding.
  • Aprio Wealth Management first reported a position in Meta Platforms (Facebook) in Q2 2021 and has held it in 16 quarters since.
  • Aprio Wealth Management's Meta Platforms (Facebook) position peaked at $6.19M in Q4 2025.
  • 5,066 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.