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

Campbell 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
2024
Q4 		$203K Buy
+347
New +$204K 0.02% 95
2020
Q3 		– Sell
-462
Closed -$105K – 239
2020
Q2 		$105K Buy
+462
New +$96.5K 0.02% 93

Other funds holding META

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Campbell Wealth Management's META Position: Q4 2024 in Review

Campbell Wealth Management opened a new position in Meta Platforms (Facebook) (META) in Q4 2024: 347 shares worth $203K. The stake represents 0.02% of the portfolio and ranks #95 among its holdings. This is a return to the name: Campbell Wealth Management previously reported a position in META as recently as Q2 2020.

Campbell Wealth Management first reported a position in META in Q2 2020 and has held it in 2 quarters since. 4,641 funds tracked by Wall St. Rank hold META as of Q4 2024.

  • Campbell Wealth Management held 347 shares of Meta Platforms (Facebook) worth $203K as of Q4 2024.
  • Meta Platforms (Facebook) was a new Campbell Wealth Management position in Q4 2024.
  • Meta Platforms (Facebook) made up 0.02% of Campbell Wealth Management's portfolio in Q4 2024, its #95 holding.
  • Campbell Wealth Management first reported a position in Meta Platforms (Facebook) in Q2 2020 and has held it in 2 quarters since.
  • 4,641 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.