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Consilium Wealth Advisory’s Meta Platforms (Facebook) META Stock Holding History

Consilium Wealth Advisory’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 		$4.42M Buy
7,718
+664
+9% +$426K 1.51% 19
2025
Q4 		$4.66M Buy
7,054
+424
+6% +$283K 1.72% 17
2025
Q3 		$4.87M Sell
6,630
-265
-4% -$197K 1.88% 16
2025
Q2 		$5.09M Buy
6,895
+705
+11% +$436K 2.15% 14
2025
Q1 		$3.57M Buy
6,190
+6
+0.1% +$3.87K 1.79% 16
2024
Q4 		$3.62M Buy
6,184
+563
+10% +$330K 1.73% 20
2024
Q3 		$3.22M Buy
5,621
+193
+4% +$99.3K 1.76% 17
2024
Q2 		$2.74M Sell
5,428
-2,163
-28% -$1.05M 1.49% 19
2024
Q1 		$3.69M Buy
7,591
+532
+8% +$237K 2.07% 15
2023
Q4 		$2.5M Buy
7,059
+373
+6% +$121K 1.5% 20
2023
Q3 		$2.01M Buy
6,686
+174
+3% +$52.4K 1.41% 20
2023
Q2 		$1.87M Buy
6,512
+2,868
+79% +$708K 1.3% 20
2023
Q1 		$772K Sell
3,644
-103
-3% -$17.5K 0.66% 30
2022
Q4 		$451K Sell
3,747
-2,827
-43% -$332K 0.38% 53
2022
Q3 		$892K Buy
6,574
+51
+0.8% +$8.27K 0.99% 24
2022
Q2 		$1.05M Sell
6,523
-1,029
-14% -$199K 1.13% 24
2022
Q1 		$1.68M Buy
7,552
+2,062
+38% +$515K 1.2% 18
2021
Q4 		$1.85M Buy
+5,490
New +$1.82M 1.2% 17

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

Consilium Wealth Advisory's META Position: Q1 2026 in Review

Consilium Wealth Advisory increased its Meta Platforms (Facebook) (META) stake by 9.4% in Q1 2026, buying an estimated $426K and bringing the position to 7,718 shares worth $4.42M. The position accounts for 1.51% of the portfolio, ranked #19.

Consilium Wealth Advisory first reported a position in META in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.09M in Q2 2025. 5,070 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Consilium Wealth Advisory held 7,718 shares of Meta Platforms (Facebook) worth $4.42M as of Q1 2026.
  • Consilium Wealth Advisory bought 664 Meta Platforms (Facebook) shares in Q1 2026, an estimated $426K.
  • Meta Platforms (Facebook) made up 1.51% of Consilium Wealth Advisory's portfolio in Q1 2026, its #19 holding.
  • Consilium Wealth Advisory first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 18 quarters since.
  • Consilium Wealth Advisory's Meta Platforms (Facebook) position peaked at $5.09M in Q2 2025.
  • 5,070 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Consilium Wealth Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.