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
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
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. 5,108 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.
  • 5,108 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.