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

Axxcess 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 		$28.8M Sell
50,466
-13,248
-21% -$8.49M 0.92% 26
2025
Q4 		$42.1M Buy
63,714
+5,372
+9% +$3.59M 0.73% 30
2025
Q3 		$42.8M Buy
58,342
+5,866
+11% +$4.37M 0.91% 26
2025
Q2 		$38.7M Sell
52,476
-187
-0.4% -$116K 0.91% 22
2025
Q1 		$30.4M Buy
52,663
+5,724
+12% +$3.69M 0.81% 28
2024
Q4 		$27.5M Sell
46,939
-3,461
-7% -$2.03M 0.66% 32
2024
Q3 		$28.9M Buy
50,400
+2,042
+4% +$1.05M 0.71% 30
2024
Q2 		$24.4M Buy
48,358
+18,763
+63% +$9.12M 0.65% 32
2024
Q1 		$14.4M Sell
29,595
-9
-0% -$4.01K 0.39% 51
2023
Q4 		$10.5M Buy
29,604
+1,318
+5% +$429K 0.3% 74
2023
Q3 		$8.49M Buy
28,286
+14,381
+103% +$4.33M 0.29% 73
2023
Q2 		$3.96M Buy
13,905
+2,861
+26% +$706K 0.29% 78
2023
Q1 		$2.34M Sell
11,044
-1,855
-14% -$316K 0.18% 121
2022
Q4 		$1.55M Sell
12,899
-18,436
-59% -$2.16M 0.13% 156
2022
Q3 		$4.25M Buy
31,335
+4,673
+18% +$757K 0.4% 54
2022
Q2 		$4.3M Sell
26,662
-2
-0% -$386 0.4% 58
2022
Q1 		$5.93M Buy
26,664
+2,094
+9% +$523K 0.46% 48
2021
Q4 		$8.26M Buy
+24,570
New +$8.16M 0.6% 27

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

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

Axxcess Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 21% in Q1 2026, selling an estimated $8.49M and leaving 50,466 shares worth $28.8M. The position accounts for 0.92% of the portfolio, ranked #26.

Axxcess Wealth Management first reported a position in META in Q4 2021 and has held it in 18 quarters since. The position peaked at $42.8M in Q3 2025. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Axxcess Wealth Management held 50,466 shares of Meta Platforms (Facebook) worth $28.8M as of Q1 2026.
  • Axxcess Wealth Management sold 13,248 Meta Platforms (Facebook) shares in Q1 2026, an estimated $8.49M.
  • Meta Platforms (Facebook) made up 0.92% of Axxcess Wealth Management's portfolio in Q1 2026, its #26 holding.
  • Axxcess Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 18 quarters since.
  • Axxcess Wealth Management's Meta Platforms (Facebook) position peaked at $42.8M in Q3 2025.
  • 5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.