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

CWC 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 		$779K Buy
1,362
+46
+3% +$29.5K 0.37% 64
2025
Q4 		$869K Buy
1,316
+54
+4% +$36.1K 0.42% 59
2025
Q3 		$927K Buy
1,262
+39
+3% +$29K 0.45% 55
2025
Q2 		$903K Buy
1,223
+111
+10% +$68.6K 0.47% 53
2025
Q1 		$641K Buy
+1,112
New +$717K 0.36% 65

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

CWC Advisors's META Position: Q1 2026 in Review

CWC Advisors increased its Meta Platforms (Facebook) (META) stake by 3.5% in Q1 2026, buying an estimated $29.5K and bringing the position to 1,362 shares worth $779K. The position accounts for 0.37% of the portfolio, ranked #64.

CWC Advisors first reported a position in META in Q1 2025 and has held it in 5 quarters since. The position peaked at $927K in Q3 2025. 5,065 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • CWC Advisors held 1,362 shares of Meta Platforms (Facebook) worth $779K as of Q1 2026.
  • CWC Advisors bought 46 Meta Platforms (Facebook) shares in Q1 2026, an estimated $29.5K.
  • Meta Platforms (Facebook) made up 0.37% of CWC Advisors's portfolio in Q1 2026, its #64 holding.
  • CWC Advisors first reported a position in Meta Platforms (Facebook) in Q1 2025 and has held it in 5 quarters since.
  • CWC Advisors's Meta Platforms (Facebook) position peaked at $927K in Q3 2025.
  • 5,065 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on CWC Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.