Axiom Financial Strategies’s Meta Platforms (Facebook) META Stock Holding History

Axiom Financial Strategies’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	$348K	Buy	608 +81	+15%	+$51.9K	0.12%	23
2025 Q4	$348K	Buy	527 +33	+7%	+$22K	0.15%	37
2025 Q3	$363K	Sell	494 -176	-26%	-$131K	0.16%	38
2025 Q2	$495K	Buy	670 +118	+21%	+$72.9K	0.28%	25
2025 Q1	$318K	Buy	552 +135	+32%	+$87.1K	0.19%	27
2024 Q4	$244K	Sell	417 -7	-2%	-$4.11K	0.14%	34
2024 Q3	$243K	Buy	+424	New	+$218K	0.13%	39
2022 Q4	–	Sell	-1,597	Closed	-$217K	–	57
2022 Q3	$217K	Buy	+1,597	New	+$259K	0.12%	63
2022 Q2	–	Sell	-1,038	Closed	-$212K	–	78
2022 Q1	$212K	Sell	1,038 -174	-14%	-$43.5K	0.11%	70
2021 Q4	$408K	Hold	1,212	–	–	0.19%	47
2021 Q3	$411K	Hold	1,212	–	–	0.19%	46
2021 Q2	$421K	Hold	1,212	–	–	0.19%	47
2021 Q1	$357K	Sell	1,212 -76	-6%	-$20.5K	0.18%	48
2020 Q4	$337K	Hold	1,288	–	–	0.2%	44
2020 Q3	$337K	Sell	1,288 -34	-3%	-$8.77K	0.2%	44
2020 Q2	$300K	Buy	1,322 +12	+0.9%	+$2.5K	0.2%	45
2020 Q1	$219K	Buy	+1,310	New	+$256K	0.18%	54

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

Axiom Financial Strategies's META Position: Q1 2026 in Review

Axiom Financial Strategies increased its Meta Platforms (Facebook) (META) stake by 15% in Q1 2026, buying an estimated $51.9K and bringing the position to 608 shares worth $348K. The position accounts for 0.12% of the portfolio, ranked #23.

Axiom Financial Strategies first reported a position in META in Q1 2020 and has held it in 17 quarters since. The position peaked at $495K in Q2 2025. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

Axiom Financial Strategies held 608 shares of Meta Platforms (Facebook) worth $348K as of Q1 2026.
Axiom Financial Strategies bought 81 Meta Platforms (Facebook) shares in Q1 2026, an estimated $51.9K.
Meta Platforms (Facebook) made up 0.12% of Axiom Financial Strategies's portfolio in Q1 2026, its #23 holding.
Axiom Financial Strategies first reported a position in Meta Platforms (Facebook) in Q1 2020 and has held it in 17 quarters since.
Axiom Financial Strategies's Meta Platforms (Facebook) position peaked at $495K in Q2 2025.
5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Axiom Financial Strategies's 13F filing for Q1 2026, filed 21 Apr 2026.