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Axis Wealth Partners’s Meta Platforms (Facebook) META Stock Holding History

Axis Wealth Partners’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 		$417K Buy
729
+2
+0.3% +$1.28K 0.22% 115
2025
Q4 		$480K Sell
727
-35
-5% -$23.4K 0.27% 107
2025
Q3 		$560K Buy
762
+67
+10% +$49.9K 0.33% 87
2025
Q2 		$513K Buy
695
+87
+14% +$53.8K 0.34% 84
2025
Q1 		$350K Hold
608
– – 0.26% 100
2024
Q4 		$356K Buy
+608
New +$357K 0.3% 93

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

Axis Wealth Partners's META Position: Q1 2026 in Review

Axis Wealth Partners increased its Meta Platforms (Facebook) (META) stake by 0.28% in Q1 2026, buying an estimated $1.28K and bringing the position to 729 shares worth $417K. The position accounts for 0.22% of the portfolio, ranked #115.

Axis Wealth Partners first reported a position in META in Q4 2024 and has held it in 6 quarters since. The position peaked at $560K in Q3 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Axis Wealth Partners held 729 shares of Meta Platforms (Facebook) worth $417K as of Q1 2026.
  • Axis Wealth Partners bought 2 Meta Platforms (Facebook) shares in Q1 2026, an estimated $1.28K.
  • Meta Platforms (Facebook) made up 0.22% of Axis Wealth Partners's portfolio in Q1 2026, its #115 holding.
  • Axis Wealth Partners first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 6 quarters since.
  • Axis Wealth Partners's Meta Platforms (Facebook) position peaked at $560K in Q3 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Axis Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.