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

CWS Financial 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 		$564K Buy
985
+16
+2% +$10.3K 0.14% 86
2025
Q4 		$640K Hold
969
– – 0.17% 77
2025
Q3 		$712K Hold
969
– – 0.2% 63
2025
Q2 		$715K Hold
969
– – 0.21% 59
2025
Q1 		$558K Buy
969
+39
+4% +$25.2K 0.18% 67
2024
Q4 		$545K Hold
930
– – 0.18% 62
2024
Q3 		$532K Hold
930
– – 0.19% 60
2024
Q2 		$469K Buy
+930
New +$452K 0.18% 63

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

CWS Financial Advisors's META Position: Q1 2026 in Review

CWS Financial Advisors increased its Meta Platforms (Facebook) (META) stake by 1.7% in Q1 2026, buying an estimated $10.3K and bringing the position to 985 shares worth $564K. The position accounts for 0.14% of the portfolio, ranked #86.

CWS Financial Advisors first reported a position in META in Q2 2024 and has held it in 8 quarters since. The position peaked at $715K in Q2 2025. 5,066 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • CWS Financial Advisors held 985 shares of Meta Platforms (Facebook) worth $564K as of Q1 2026.
  • CWS Financial Advisors bought 16 Meta Platforms (Facebook) shares in Q1 2026, an estimated $10.3K.
  • Meta Platforms (Facebook) made up 0.14% of CWS Financial Advisors's portfolio in Q1 2026, its #86 holding.
  • CWS Financial Advisors first reported a position in Meta Platforms (Facebook) in Q2 2024 and has held it in 8 quarters since.
  • CWS Financial Advisors's Meta Platforms (Facebook) position peaked at $715K in Q2 2025.
  • 5,066 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on CWS Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.