Carson Wealth (CWM LLC)
META icon

Carson Wealth (CWM LLC)’s Meta Platforms (Facebook) META Stock Holding History

Carson Wealth (CWM LLC)’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 		$140M Sell
244,595
-8,188
-3% -$5.25M 0.37% 53
2025
Q4 		$167M Buy
252,783
+10,009
+4% +$6.68M 0.45% 43
2025
Q3 		$178M Buy
242,774
+6,425
+3% +$4.78M 0.54% 36
2025
Q2 		$174M Buy
236,349
+1,184
+0.5% +$732K 0.62% 31
2025
Q1 		$136M Sell
235,165
-12,803
-5% -$8.26M 0.54% 39
2024
Q4 		$145M Buy
247,968
+7,705
+3% +$4.52M 0.6% 34
2024
Q3 		$138M Buy
240,263
+15,212
+7% +$7.83M 0.59% 33
2024
Q2 		$113M Buy
225,051
+8,181
+4% +$3.98M 0.53% 33
2024
Q1 		$105M Sell
216,870
-4,368
-2% -$1.95M 0.51% 35
2023
Q4 		$78.3M Buy
221,238
+29,665
+15% +$9.66M 0.42% 47
2023
Q3 		$57.5M Buy
191,573
+64,129
+50% +$19.3M 0.35% 56
2023
Q2 		$36.6M Buy
127,444
+18,907
+17% +$4.67M 0.23% 81
2023
Q1 		$23M Buy
108,537
+20,988
+24% +$3.57M 0.16% 129
2022
Q4 		$10.5M Buy
87,549
+9,284
+12% +$1.09M 0.08% 196
2022
Q3 		$10.6M Buy
78,265
+12,546
+19% +$2.03M 0.08% 188
2022
Q2 		$10.6M Buy
65,719
+3,245
+5% +$626K 0.08% 191
2022
Q1 		$13.9M Buy
62,474
+25,436
+69% +$6.36M 0.1% 180
2021
Q4 		$12.5M Buy
+37,038
New +$12.3M 0.09% 190
2021
Q2 		$17.4M Hold
50,129
– – 0.14% 151
2021
Q1 		$17.4M Hold
50,129
– – 0.14% 151
2020
Q4 		$17.4M Hold
50,129
– – 0.14% 151
2020
Q3 		$17.4M Hold
50,129
– – 0.14% 151
2020
Q2 		$17.4M Hold
50,129
– – 0.14% 151
2020
Q1 		$17.4M Hold
50,129
– – 0.14% 151
2019
Q4 		$17.4M Hold
50,129
– – 0.14% 151
2019
Q3 		$17.4M Hold
50,129
– – 0.14% 151
2019
Q2 		$17.4M Hold
50,129
– – 0.14% 151
2019
Q1 		$17.4M Buy
50,129
+41,032
+451% +$6.53M 0.14% 151
2018
Q4 		$1.19M Sell
9,097
-31,753
-78% -$4.6M 0.03% 352
2018
Q3 		$6.72M Buy
40,850
+34,679
+562% +$6.28M 0.17% 131
2018
Q2 		$1.2M Buy
6,171
+1,139
+23% +$206K 0.04% 256
2018
Q1 		$804K Buy
5,032
+612
+14% +$110K 0.03% 244
2017
Q4 		$780K Sell
4,420
-111
-2% -$19.6K 0.03% 246
2017
Q3 		$774K Buy
4,531
+1,096
+32% +$183K 0.04% 223
2017
Q2 		$519K Sell
3,435
-1
-0% -$149 0.03% 242
2017
Q1 		$488K Sell
3,436
-6,585
-66% -$880K 0.03% 235
2016
Q4 		$1.15M Buy
10,021
+6,906
+222% +$848K 0.07% 176
2016
Q3 		$400K Buy
3,115
+1,640
+111% +$204K 0.03% 216
2016
Q2 		$169K Sell
1,475
-1,496
-50% -$172K 0.01% 254
2016
Q1 		$339K Buy
2,971
+675
+29% +$71.2K 0.03% 204
2015
Q4 		$240K Hold
2,296
– – 0.02% 212
2015
Q3 		$206K Buy
+2,296
New +$211K 0.02% 204
2014
Q1 		– Sell
-1,404
Closed -$77K – 357
2013
Q4 		$77K Buy
1,404
+122
+10% +$6.13K 0.01% 221
2013
Q3 		$64K Buy
+1,282
New +$47.7K 0.02% 172

Other funds holding META

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Carson Wealth (CWM LLC)'s META Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Meta Platforms (Facebook) (META) stake by 3.2% in Q1 2026, selling an estimated $5.25M and leaving 244,595 shares worth $140M. The position accounts for 0.37% of the portfolio, ranked #53.

Carson Wealth (CWM LLC) first reported a position in META in Q3 2013 and has held it in 44 quarters since. The position peaked at $178M in Q3 2025. 5,083 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Carson Wealth (CWM LLC) held 244,595 shares of Meta Platforms (Facebook) worth $140M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 8,188 Meta Platforms (Facebook) shares in Q1 2026, an estimated $5.25M.
  • Meta Platforms (Facebook) made up 0.37% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #53 holding.
  • Carson Wealth (CWM LLC) first reported a position in Meta Platforms (Facebook) in Q3 2013 and has held it in 44 quarters since.
  • Carson Wealth (CWM LLC)'s Meta Platforms (Facebook) position peaked at $178M in Q3 2025.
  • 5,083 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.