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Ball & Co Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Ball & Co 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 		$55K Hold
96
– – 0.05% 38
2025
Q4 		$63K Hold
96
– – 0.04% 38
2025
Q3 		$70K Hold
96
– – 0.05% 39
2025
Q2 		$71K Buy
96
+5
+5% +$3.09K 0.08% 31
2025
Q1 		$52K Sell
91
-11
-11% -$7.1K 0.06% 30
2024
Q4 		$59K Buy
+102
New +$59.9K 0.05% 31

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

Ball & Co Wealth Management's META Position: Q1 2026 in Review

Ball & Co Wealth Management held its Meta Platforms (Facebook) (META) position steady in Q1 2026 at 96 shares worth $55K. The position accounts for 0.05% of the portfolio, ranked #38.

Ball & Co Wealth Management first reported a position in META in Q4 2024 and has held it in 6 quarters since. The position peaked at $71K in Q2 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Ball & Co Wealth Management held 96 shares of Meta Platforms (Facebook) worth $55K as of Q1 2026.
  • Ball & Co Wealth Management left its Meta Platforms (Facebook) share count unchanged in Q1 2026.
  • Meta Platforms (Facebook) made up 0.05% of Ball & Co Wealth Management's portfolio in Q1 2026, its #38 holding.
  • Ball & Co Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 6 quarters since.
  • Ball & Co Wealth Management's Meta Platforms (Facebook) position peaked at $71K in Q2 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Ball & Co Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.