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Capstone Wealth Management Group (Oregon)’s Meta Platforms (Facebook) META Stock Holding History

Capstone Wealth Management Group (Oregon)’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 		$1.89M Sell
3,300
-7
-0.2% -$4.49K 1.16% 28
2025
Q4 		$2.18M Buy
3,307
+62
+2% +$41.4K 1.32% 25
2025
Q3 		$2.38M Buy
3,245
+20
+0.6% +$14.9K 1.52% 21
2025
Q2 		$2.38M Buy
3,225
+286
+10% +$177K 1.73% 17
2025
Q1 		$1.69M Sell
2,939
-248
-8% -$160K 1.35% 25
2024
Q4 		$1.87M Buy
+3,187
New +$1.87M 1.42% 19

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

Capstone Wealth Management Group (Oregon)'s META Position: Q1 2026 in Review

Capstone Wealth Management Group (Oregon) reduced its Meta Platforms (Facebook) (META) stake by 0.21% in Q1 2026, selling an estimated $4.49K and leaving 3,300 shares worth $1.89M. The position accounts for 1.16% of the portfolio, ranked #28.

Capstone Wealth Management Group (Oregon) first reported a position in META in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.38M in Q3 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Capstone Wealth Management Group (Oregon) held 3,300 shares of Meta Platforms (Facebook) worth $1.89M as of Q1 2026.
  • Capstone Wealth Management Group (Oregon) sold 7 Meta Platforms (Facebook) shares in Q1 2026, an estimated $4.49K.
  • Meta Platforms (Facebook) made up 1.16% of Capstone Wealth Management Group (Oregon)'s portfolio in Q1 2026, its #28 holding.
  • Capstone Wealth Management Group (Oregon) first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 6 quarters since.
  • Capstone Wealth Management Group (Oregon)'s Meta Platforms (Facebook) position peaked at $2.38M in Q3 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q1 2026, filed 16 Apr 2026.