APW
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Axim Planning & Wealth’s Meta Platforms (Facebook) META Stock Holding History

Axim Planning & 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 		$213K Buy
373
+8
+2% +$5.13K 0.26% 74
2025
Q4 		$241K Buy
365
+11
+3% +$7.34K 0.25% 61
2025
Q3 		$260K Sell
354
-61
-15% -$45.4K 0.21% 62
2025
Q2 		$306K Hold
415
– – 0.28% 27
2025
Q1 		$239K Buy
415
+34
+9% +$21.9K 0.21% 30
2024
Q4 		$223K Sell
381
-15
-4% -$8.8K 0.24% 33
2024
Q3 		$227K Sell
396
-7
-2% -$3.6K 0.26% 26
2024
Q2 		$203K Buy
+403
New +$196K 0.24% 25
2022
Q4 		– Sell
-175
Closed -$24K – 120
2022
Q3 		$24K Buy
+175
New +$28.4K 0.02% 76

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

Axim Planning & Wealth's META Position: Q1 2026 in Review

Axim Planning & Wealth increased its Meta Platforms (Facebook) (META) stake by 2.2% in Q1 2026, buying an estimated $5.13K and bringing the position to 373 shares worth $213K. The position accounts for 0.26% of the portfolio, ranked #74.

Axim Planning & Wealth first reported a position in META in Q3 2022 and has held it in 9 quarters since. The position peaked at $306K in Q2 2025. 5,069 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Axim Planning & Wealth held 373 shares of Meta Platforms (Facebook) worth $213K as of Q1 2026.
  • Axim Planning & Wealth bought 8 Meta Platforms (Facebook) shares in Q1 2026, an estimated $5.13K.
  • Meta Platforms (Facebook) made up 0.26% of Axim Planning & Wealth's portfolio in Q1 2026, its #74 holding.
  • Axim Planning & Wealth first reported a position in Meta Platforms (Facebook) in Q3 2022 and has held it in 9 quarters since.
  • Axim Planning & Wealth's Meta Platforms (Facebook) position peaked at $306K in Q2 2025.
  • 5,069 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Axim Planning & Wealth's 13F filing for Q1 2026, filed 14 May 2026.