CM Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History

CM Wealth Advisors’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	$1.99M	Sell	3,481 -1,095	-24%	-$702K	0.42%	28
2025 Q4	$3.02M	Buy	4,576 +1,494	+48%	+$998K	0.68%	18
2025 Q3	$2.26M	Buy	3,082 +14	+0.5%	+$10.4K	0.6%	21
2025 Q2	$2.26M	Hold	3,068	–	–	0.67%	17
2025 Q1	$1.77M	Hold	3,068	–	–	0.57%	21
2024 Q4	$1.8M	Buy	3,068 +2,671	+673%	+$1.57M	0.59%	20
2024 Q3	$227K	Hold	397	–	–	0.07%	81
2024 Q2	$200K	Sell	397 -454	-53%	-$221K	0.1%	74
2024 Q1	$398K	Buy	+851	New	+$380K	0.11%	103
2023 Q3	–	Sell	-851	Closed	-$277K	–	135
2023 Q2	$277K	Buy	+851	New	+$210K	0.09%	114

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

CM Wealth Advisors's META Position: Q1 2026 in Review

CM Wealth Advisors reduced its Meta Platforms (Facebook) (META) stake by 24% in Q1 2026, selling an estimated $702K and leaving 3,481 shares worth $1.99M. The position accounts for 0.42% of the portfolio, ranked #28.

CM Wealth Advisors first reported a position in META in Q2 2023 and has held it in 10 quarters since. The position peaked at $3.02M in Q4 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

CM Wealth Advisors held 3,481 shares of Meta Platforms (Facebook) worth $1.99M as of Q1 2026.
CM Wealth Advisors sold 1,095 Meta Platforms (Facebook) shares in Q1 2026, an estimated $702K.
Meta Platforms (Facebook) made up 0.42% of CM Wealth Advisors's portfolio in Q1 2026, its #28 holding.
CM Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q2 2023 and has held it in 10 quarters since.
CM Wealth Advisors's Meta Platforms (Facebook) position peaked at $3.02M in Q4 2025.
5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on CM Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.