APWA
META icon

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

Atlas Private 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 		$1.03M Sell
1,795
-62
-3% -$39.7K 0.24% 58
2025
Q4 		$1.23M Sell
1,857
-21
-1% -$14K 0.29% 50
2025
Q3 		$1.38M Sell
1,878
-2,424
-56% -$1.8M 0.34% 50
2025
Q2 		$3.18M Buy
4,302
+119
+3% +$73.5K 0.41% 43
2025
Q1 		$2.41M Buy
4,183
+327
+8% +$211K 0.34% 45
2024
Q4 		$2.26M Buy
3,856
+79
+2% +$46.4K 0.32% 47
2024
Q3 		$2.16M Buy
3,777
+202
+6% +$104K 0.31% 44
2024
Q2 		$1.8M Buy
3,575
+1,727
+93% +$839K 0.29% 45
2024
Q1 		$898K Sell
1,848
-2,928
-61% -$1.31M 0.3% 44
2023
Q4 		$1.69M Sell
4,776
-1,110
-19% -$361K 0.31% 43
2023
Q3 		$1.77M Buy
5,886
+1,164
+25% +$351K 0.33% 52
2023
Q2 		$1.36M Buy
4,722
+2,275
+93% +$561K 0.27% 67
2023
Q1 		$519K Sell
2,447
-656
-21% -$112K 0.24% 76
2022
Q4 		$373K Buy
3,103
+1,092
+54% +$128K 0.2% 92
2022
Q3 		$273K Buy
2,011
+21
+1% +$3.4K 0.16% 106
2022
Q2 		$321K Sell
1,990
-802
-29% -$155K 0.19% 101
2022
Q1 		$621K Buy
2,792
+735
+36% +$184K 0.28% 79
2021
Q4 		$692K Buy
2,057
+177
+9% +$58.8K 0.32% 76
2021
Q3 		$638K Sell
1,880
-204
-10% -$73.5K 0.33% 68
2021
Q2 		$725K Buy
2,084
+93
+5% +$29.8K 0.39% 58
2021
Q1 		$586K Buy
1,991
+14
+0.7% +$3.77K 0.33% 69
2020
Q4 		$540K Buy
1,977
+174
+10% +$47.7K 0.36% 63
2020
Q3 		$472K Sell
1,803
-58
-3% -$15K 0.39% 58
2020
Q2 		$423K Buy
+1,861
New +$389K 0.38% 64

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

Atlas Private Wealth Advisors's META Position: Q1 2026 in Review

Atlas Private Wealth Advisors reduced its Meta Platforms (Facebook) (META) stake by 3.3% in Q1 2026, selling an estimated $39.7K and leaving 1,795 shares worth $1.03M. The position accounts for 0.24% of the portfolio, ranked #58.

Atlas Private Wealth Advisors first reported a position in META in Q2 2020 and has held it in 24 quarters since. The position peaked at $3.18M in Q2 2025. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Atlas Private Wealth Advisors held 1,795 shares of Meta Platforms (Facebook) worth $1.03M as of Q1 2026.
  • Atlas Private Wealth Advisors sold 62 Meta Platforms (Facebook) shares in Q1 2026, an estimated $39.7K.
  • Meta Platforms (Facebook) made up 0.24% of Atlas Private Wealth Advisors's portfolio in Q1 2026, its #58 holding.
  • Atlas Private Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q2 2020 and has held it in 24 quarters since.
  • Atlas Private Wealth Advisors's Meta Platforms (Facebook) position peaked at $3.18M in Q2 2025.
  • 5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.