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
2023 Q4	–	Sell	-200	Closed	-$1K	–	4371
2023 Q3	$1K	Hold	200	–	–	﹤0.01%	4016
2023 Q2	$1K	Buy	+200	New	+$49.4K	﹤0.01%	4003
2022 Q3	–	Sell	-300	Closed	-$1K	–	4083
2022 Q2	$1K	Hold	300	–	–	﹤0.01%	3576
2022 Q1	$2K	Buy	300 +200	+200%	+$50K	﹤0.01%	3200
2021 Q4	$4K	Buy	+100	New	+$33.2K	﹤0.01%	2851
2021 Q2	$5K	Hold	100	–	–	﹤0.01%	2364
2021 Q1	$5K	Hold	100	–	–	﹤0.01%	2364
2020 Q4	$5K	Hold	100	–	–	﹤0.01%	2364
2020 Q3	$5K	Hold	100	–	–	﹤0.01%	2364
2020 Q2	$5K	Hold	100	–	–	﹤0.01%	2362
2020 Q1	$5K	Hold	100	–	–	﹤0.01%	2362
2019 Q4	$5K	Hold	100	–	–	﹤0.01%	2362
2019 Q3	$5K	Hold	100	–	–	﹤0.01%	2362
2019 Q2	$5K	Hold	100	–	–	﹤0.01%	2362
2019 Q1	$5K	Buy	+100	New	+$15.9K	﹤0.01%	2361

Other funds holding META

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T 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. 5,073 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.
5,073 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.