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Compass Wealth Management (Georgia)’s Meta Platforms (Facebook) META Stock Holding History

Compass Wealth Management (Georgia)’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 		– Sell
-1,200
Closed -$792K – 73
2025
Q4 		$792K Buy
+1,200
New +$801K 0.33% 40

Other funds holding META

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Compass Wealth Management (Georgia)'s META Position: Q1 2026 in Review

Compass Wealth Management (Georgia) sold out of Meta Platforms (Facebook) (META) in Q1 2026, closing a stake of 1,200 shares — an estimated $792K sold.

Compass Wealth Management (Georgia) first reported a position in META in Q4 2025 and held it in 1 quarter. The position peaked at $792K in Q4 2025. 5,070 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Compass Wealth Management (Georgia) reported no remaining Meta Platforms (Facebook) position as of Q1 2026 after selling out during the quarter.
  • Compass Wealth Management (Georgia) sold 1,200 Meta Platforms (Facebook) shares in Q1 2026, an estimated $792K.
  • Compass Wealth Management (Georgia) first reported a position in Meta Platforms (Facebook) in Q4 2025 and held it in 1 quarter.
  • Compass Wealth Management (Georgia)'s Meta Platforms (Facebook) position peaked at $792K in Q4 2025.
  • 5,070 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Compass Wealth Management (Georgia)'s 13F filing for Q1 2026, filed 15 May 2026.