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

Calamos 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 		– Sell
-300
Closed -$220K – 565
2025
Q4 		$220K Buy
+300
New +$200K 0.01% 421
2023
Q1 		– Sell
-5,000
Closed -$602K – 328
2022
Q4 		$602K Buy
5,000
+3,000
+150% +$352K 0.05% 183
2022
Q3 		$271K Buy
+2,000
New +$324K 0.02% 262

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

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

Calamos Wealth Management increased its Meta Platforms (Facebook) (META) stake by 19% in Q1 2026, buying an estimated $8.19M and bringing the position to 80,219 shares worth $45.9M. The position accounts for 1.58% of the portfolio, ranked #13.

Calamos Wealth Management first reported a position in META in Q2 2013 and has held it in 52 quarters since. The position peaked at $49M in Q3 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Calamos Wealth Management held 80,219 shares of Meta Platforms (Facebook) worth $45.9M as of Q1 2026.
  • Calamos Wealth Management bought 12,778 Meta Platforms (Facebook) shares in Q1 2026, an estimated $8.19M.
  • Meta Platforms (Facebook) made up 1.58% of Calamos Wealth Management's portfolio in Q1 2026, its #13 holding.
  • Calamos Wealth Management first reported a position in Meta Platforms (Facebook) in Q2 2013 and has held it in 52 quarters since.
  • Calamos Wealth Management's Meta Platforms (Facebook) position peaked at $49M in Q3 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Calamos Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.