BWM
META icon

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

BlackDiamond 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 		$2.52M Sell
4,413
-83
-2% -$53.2K 1.21% 20
2025
Q4 		$3.04M Buy
4,496
+298
+7% +$199K 1.48% 16
2025
Q3 		$3.08M Buy
4,198
+216
+5% +$161K 1.68% 17
2025
Q2 		$2.86M Buy
3,982
+73
+2% +$45.1K 1.65% 16
2025
Q1 		$2.32M Buy
3,909
+376
+11% +$243K 1.56% 18
2024
Q4 		$2.07M Buy
3,533
+181
+5% +$106K 1.2% 26
2024
Q3 		$1.96M Buy
3,352
+350
+12% +$180K 1.18% 28
2024
Q2 		$1.53M Buy
3,002
+678
+29% +$330K 1.01% 32
2024
Q1 		$1.13M Sell
2,324
-104
-4% -$46.4K 0.8% 38
2023
Q4 		$1.12M Buy
2,428
+121
+5% +$39.4K 0.82% 37
2023
Q3 		$698K Buy
2,307
+151
+7% +$45.5K 0.63% 36
2023
Q2 		$635K Buy
2,156
+103
+5% +$25.4K 0.54% 41
2023
Q1 		$426K Buy
2,053
+128
+7% +$21.8K 0.44% 60
2022
Q4 		$256K Buy
1,925
+121
+7% +$14.2K 0.29% 86
2022
Q3 		$248K Buy
1,804
+99
+6% +$16K 0.3% 83
2022
Q2 		$312K Buy
1,705
+120
+8% +$23.1K 0.39% 74
2022
Q1 		$352K Buy
1,585
+2
+0.1% +$500 0.42% 69
2021
Q4 		$532K Buy
+1,583
New +$526K 0.61% 51

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

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

BlackDiamond Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 1.8% in Q1 2026, selling an estimated $53.2K and leaving 4,413 shares worth $2.52M. The position accounts for 1.21% of the portfolio, ranked #20.

BlackDiamond Wealth Management first reported a position in META in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.08M in Q3 2025. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • BlackDiamond Wealth Management held 4,413 shares of Meta Platforms (Facebook) worth $2.52M as of Q1 2026.
  • BlackDiamond Wealth Management sold 83 Meta Platforms (Facebook) shares in Q1 2026, an estimated $53.2K.
  • Meta Platforms (Facebook) made up 1.21% of BlackDiamond Wealth Management's portfolio in Q1 2026, its #20 holding.
  • BlackDiamond Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 18 quarters since.
  • BlackDiamond Wealth Management's Meta Platforms (Facebook) position peaked at $3.08M in Q3 2025.
  • 5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.