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

Capstone Wealth Management Group (Pennsylvania)’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
2025 Q4	–	Sell	-3,714	Closed	-$2.73M	–	87
2025 Q3	$2.73M	Buy	3,714 +1,089	+41%	+$811K	1.16%	24
2025 Q2	$1.94M	Buy	+2,625	New	+$1.62M	1.86%	13
2025 Q1	–	Sell	-555	Closed	-$325K	–	73
2024 Q4	$325K	Buy	+555	New	+$326K	0.17%	66
2022 Q1	–	Sell	-961	Closed	-$323K	–	73
2021 Q4	$323K	Buy	+961	New	+$319K	0.26%	60

Other funds holding META

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capstone Wealth Management Group (Pennsylvania)'s META Position: Q4 2025 in Review

Capstone Wealth Management Group (Pennsylvania) sold out of Meta Platforms (Facebook) (META) in Q4 2025, closing a stake of 3,714 shares — an estimated $2.73M sold.

Capstone Wealth Management Group (Pennsylvania) first reported a position in META in Q4 2021 and held it in 4 quarters. The position peaked at $2.73M in Q3 2025. 5,158 funds tracked by Wall St. Rank hold META as of Q4 2025.

Capstone Wealth Management Group (Pennsylvania) reported no remaining Meta Platforms (Facebook) position as of Q4 2025 after selling out during the quarter.
Capstone Wealth Management Group (Pennsylvania) sold 3,714 Meta Platforms (Facebook) shares in Q4 2025, an estimated $2.73M.
Capstone Wealth Management Group (Pennsylvania) first reported a position in Meta Platforms (Facebook) in Q4 2021 and held it in 4 quarters.
Capstone Wealth Management Group (Pennsylvania)'s Meta Platforms (Facebook) position peaked at $2.73M in Q3 2025.
5,158 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2025.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q4 2025, filed 13 Feb 2026.