Eads & Heald Wealth Management’s Meta Platforms (Facebook) META Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.27M | Buy |
2,215
+209
| +10% | +$134K | 0.63% | 66 |
|
|
2025
Q4 | $1.32M | Sell |
2,006
-12
| -0.6% | -$8.01K | 0.64% | 67 |
|
|
2025
Q3 | $1.48M | Sell |
2,018
-59
| -3% | -$43.9K | 0.71% | 62 |
|
|
2025
Q2 | $1.53M | Sell |
2,077
-126
| -6% | -$77.9K | 0.76% | 54 |
|
|
2025
Q1 | $1.27M | Sell |
2,203
-167
| -7% | -$108K | 0.65% | 68 |
|
|
2024
Q4 | $1.39M | Sell |
2,370
-78
| -3% | -$45.8K | 0.68% | 67 |
|
|
2024
Q3 | $1.4M | Sell |
2,448
-137
| -5% | -$70.5K | 0.66% | 68 |
|
|
2024
Q2 | $1.3M | Sell |
2,585
-164
| -6% | -$79.7K | 0.63% | 72 |
|
|
2024
Q1 | $1.33M | Sell |
2,749
-697
| -20% | -$311K | 0.62% | 79 |
|
|
2023
Q4 | $1.22M | Sell |
3,446
-127
| -4% | -$41.4K | 0.59% | 81 |
|
|
2023
Q3 | $1.07M | Sell |
3,573
-25
| -0.7% | -$7.53K | 0.56% | 81 |
|
|
2023
Q2 | $1.03M | Sell |
3,598
-302
| -8% | -$74.5K | 0.51% | 84 |
|
|
2023
Q1 | $827K | Sell |
3,900
-43
| -1% | -$7.32K | 0.41% | 93 |
|
|
2022
Q4 | $475K | Sell |
3,943
-1,538
| -28% | -$181K | 0.24% | 112 |
|
|
2022
Q3 | $744K | Sell |
5,481
-159
| -3% | -$25.8K | 0.42% | 94 |
|
|
2022
Q2 | $909K | Buy |
5,640
+28
| +0.5% | +$5.4K | 0.49% | 84 |
|
|
2022
Q1 | $1.25M | Buy |
5,612
+26
| +0.5% | +$6.5K | 0.58% | 78 |
|
|
2021
Q4 | $1.88M | Sell |
5,586
-101
| -2% | -$33.5K | 0.82% | 59 |
|
|
2021
Q3 | $1.93M | Sell |
5,687
-93
| -2% | -$33.5K | 0.93% | 49 |
|
|
2021
Q2 | $2.01M | Sell |
5,780
-447
| -7% | -$143K | 0.98% | 46 |
|
|
2021
Q1 | $1.83M | Sell |
6,227
-127
| -2% | -$34.2K | 0.94% | 51 |
|
|
2020
Q4 | $1.74M | Sell |
6,354
-137
| -2% | -$37.6K | 0.94% | 50 |
|
|
2020
Q3 | $1.7M | Sell |
6,491
-426
| -6% | -$110K | 1.02% | 44 |
|
|
2020
Q2 | $1.57M | Sell |
6,917
-210
| -3% | -$43.8K | 0.95% | 51 |
|
|
2020
Q1 | $1.19M | Sell |
7,127
-134
| -2% | -$26.2K | 0.84% | 57 |
|
|
2019
Q4 | $1.49M | Buy |
7,261
+70
| +1% | +$13.6K | 0.79% | 62 |
|
|
2019
Q3 | $1.28M | Sell |
7,191
-4,438
| -38% | -$844K | 0.72% | 65 |
|
|
2019
Q2 | $2.24M | Sell |
11,629
-331
| -3% | -$60.5K | 1.27% | 24 |
|
|
2019
Q1 | $1.99M | Buy |
11,960
+62
| +0.5% | +$9.86K | 1.15% | 35 |
|
|
2018
Q4 | $1.56M | Sell |
11,898
-266
| -2% | -$38.5K | 1.04% | 47 |
|
|
2018
Q3 | $2M | Sell |
12,164
-136
| -1% | -$24.6K | 1.15% | 37 |
|
|
2018
Q2 | $2.39M | Sell |
12,300
-666
| -5% | -$120K | 1.47% | 10 |
|
|
2018
Q1 | $2.07M | Sell |
12,966
-1,030
| -7% | -$185K | 1.31% | 19 |
|
|
2017
Q4 | $2.47M | Sell |
13,996
-913
| -6% | -$161K | 1.46% | 7 |
|
|
2017
Q3 | $2.55M | Sell |
14,909
-619
| -4% | -$103K | 1.58% | 2 |
|
|
2017
Q2 | $2.34M | Sell |
15,528
-924
| -6% | -$137K | 1.5% | 3 |
|
|
2017
Q1 | $2.34M | Buy |
16,452
+1,309
| +9% | +$175K | 1.51% | 3 |
|
|
2016
Q4 | $1.74M | Buy |
15,143
+6,294
| +71% | +$773K | 1.19% | 32 |
|
|
2016
Q3 | $1.14M | Sell |
8,849
-99
| -1% | -$12.3K | 0.78% | 65 |
|
|
2016
Q2 | $1.02M | Buy |
8,948
+2,054
| +30% | +$237K | 0.7% | 66 |
|
|
2016
Q1 | $787K | Buy |
6,894
+733
| +12% | +$77.3K | 0.54% | 80 |
|
|
2015
Q4 | $645K | Buy |
6,161
+490
| +9% | +$50.3K | 0.45% | 90 |
|
|
2015
Q3 | $510K | Buy |
+5,671
| New | +$520K | 0.36% | 103 |
|
Other funds holding META
VCM
VPM
Eads & Heald Wealth Management's META Position: Q1 2026 in Review
Eads & Heald Wealth Management increased its Meta Platforms (Facebook) (META) stake by 10% in Q1 2026, buying an estimated $134K and bringing the position to 2,215 shares worth $1.27M. The position accounts for 0.63% of the portfolio, ranked #66.
Eads & Heald Wealth Management first reported a position in META in Q3 2015 and has held it in 43 quarters since. The position peaked at $2.55M in Q3 2017. 5,066 funds tracked by Wall St. Rank hold META as of Q1 2026.
- Eads & Heald Wealth Management held 2,215 shares of Meta Platforms (Facebook) worth $1.27M as of Q1 2026.
- Eads & Heald Wealth Management bought 209 Meta Platforms (Facebook) shares in Q1 2026, an estimated $134K.
- Meta Platforms (Facebook) made up 0.63% of Eads & Heald Wealth Management's portfolio in Q1 2026, its #66 holding.
- Eads & Heald Wealth Management first reported a position in Meta Platforms (Facebook) in Q3 2015 and has held it in 43 quarters since.
- Eads & Heald Wealth Management's Meta Platforms (Facebook) position peaked at $2.55M in Q3 2017.
- 5,066 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.
Based on Eads & Heald Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.