BWA
META icon

Boulder Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History

Boulder Wealth Advisors’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 		$227K Sell
397
-26
-6% -$16.7K 0.09% 31
2025
Q4 		$279K Buy
+423
New +$282K 0.12% 32
2025
Q1 		$427K Buy
741
+28
+4% +$18.1K 0.25% 18
2024
Q4 		$417K Hold
713
– – 0.22% 19
2024
Q3 		$408K Buy
713
+15
+2% +$7.72K 0.22% 19
2024
Q2 		$352K Buy
698
+23
+3% +$11.2K 0.21% 18
2024
Q1 		$328K Buy
+675
New +$301K 0.2% 18

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

Boulder Wealth Advisors's META Position: Q1 2026 in Review

Boulder Wealth Advisors reduced its Meta Platforms (Facebook) (META) stake by 6.1% in Q1 2026, selling an estimated $16.7K and leaving 397 shares worth $227K. The position accounts for 0.09% of the portfolio, ranked #31.

Boulder Wealth Advisors first reported a position in META in Q1 2024 and has held it in 7 quarters since. The position peaked at $427K in Q1 2025. 5,069 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Boulder Wealth Advisors held 397 shares of Meta Platforms (Facebook) worth $227K as of Q1 2026.
  • Boulder Wealth Advisors sold 26 Meta Platforms (Facebook) shares in Q1 2026, an estimated $16.7K.
  • Meta Platforms (Facebook) made up 0.09% of Boulder Wealth Advisors's portfolio in Q1 2026, its #31 holding.
  • Boulder Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q1 2024 and has held it in 7 quarters since.
  • Boulder Wealth Advisors's Meta Platforms (Facebook) position peaked at $427K in Q1 2025.
  • 5,069 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Boulder Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.