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

Defined Wealth Management’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 		$729K Buy
1,274
+154
+14% +$98.7K 0.43% 57
2025
Q4 		$739K Buy
1,120
+46
+4% +$30.7K 0.43% 56
2025
Q3 		$789K Buy
1,074
+153
+17% +$114K 0.46% 53
2025
Q2 		$680K Buy
921
+250
+37% +$154K 0.42% 55
2025
Q1 		$387K Buy
671
+26
+4% +$16.8K 0.26% 84
2024
Q4 		$378K Buy
645
+35
+6% +$20.5K 0.25% 85
2024
Q3 		$349K Buy
610
+67
+12% +$34.5K 0.23% 92
2024
Q2 		$274K Buy
543
+48
+10% +$23.3K 0.19% 96
2024
Q1 		$240K Buy
+495
New +$221K 0.17% 100
2021
Q1 		– Sell
-16
Closed -$4K – 159
2020
Q4 		$4K Buy
+16
New +$4.39K ﹤0.01% 196

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

Defined Wealth Management's META Position: Q1 2026 in Review

Defined Wealth Management increased its Meta Platforms (Facebook) (META) stake by 14% in Q1 2026, buying an estimated $98.7K and bringing the position to 1,274 shares worth $729K. The position accounts for 0.43% of the portfolio, ranked #57.

Defined Wealth Management first reported a position in META in Q4 2020 and has held it in 10 quarters since. The position peaked at $789K in Q3 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Defined Wealth Management held 1,274 shares of Meta Platforms (Facebook) worth $729K as of Q1 2026.
  • Defined Wealth Management bought 154 Meta Platforms (Facebook) shares in Q1 2026, an estimated $98.7K.
  • Meta Platforms (Facebook) made up 0.43% of Defined Wealth Management's portfolio in Q1 2026, its #57 holding.
  • Defined Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 10 quarters since.
  • Defined Wealth Management's Meta Platforms (Facebook) position peaked at $789K in Q3 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Defined Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.