Chokshi & Queen Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$4.38M Sell
7,664
-521
-6% -$334K 2.34% 7
2025
Q4
$5.4M Buy
8,185
+2,520
+44% +$1.68M 2.82% 7
2025
Q3
$4.16M Buy
5,665
+3,106
+121% +$2.31M 2.2% 9
2025
Q2
$1.89M Buy
2,559
+483
+23% +$298K 1.08% 16
2025
Q1
$1.2M Sell
2,076
-1,350
-39% -$871K 0.73% 18
2024
Q4
$2.01M Buy
+3,426
New +$2.01M 1.24% 15

Other funds holding META

Chokshi & Queen Wealth Advisors's META Position: Q1 2026 in Review

Chokshi & Queen Wealth Advisors reduced its Meta Platforms (Facebook) (META) stake by 6.4% in Q1 2026, selling an estimated $334K and leaving 7,664 shares worth $4.38M. The position accounts for 2.34% of the portfolio, ranked #7.

Chokshi & Queen Wealth Advisors first reported a position in META in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.4M in Q4 2025. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Chokshi & Queen Wealth Advisors held 7,664 shares of Meta Platforms (Facebook) worth $4.38M as of Q1 2026.
  • Chokshi & Queen Wealth Advisors sold 521 Meta Platforms (Facebook) shares in Q1 2026, an estimated $334K.
  • Meta Platforms (Facebook) made up 2.34% of Chokshi & Queen Wealth Advisors's portfolio in Q1 2026, its #7 holding.
  • Chokshi & Queen Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 6 quarters since.
  • Chokshi & Queen Wealth Advisors's Meta Platforms (Facebook) position peaked at $5.4M in Q4 2025.
  • 5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.