EWM
META icon

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

EPG 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 		$2.55M Buy
4,450
+184
+4% +$118K 0.69% 39
2025
Q4 		$2.82M Buy
4,266
+260
+6% +$174K 0.76% 34
2025
Q3 		$2.94M Sell
4,006
-657
-14% -$489K 0.81% 30
2025
Q2 		$3.44M Buy
4,663
+198
+4% +$122K 1.03% 23
2025
Q1 		$2.57M Buy
4,465
+73
+2% +$47.1K 0.72% 27
2024
Q4 		$2.57M Sell
4,392
-113
-3% -$66.3K 0.68% 30
2024
Q3 		$2.58M Buy
+4,505
New +$2.32M 0.65% 31
2024
Q2 		– Sell
-4,575
Closed -$2.22M – 35
2024
Q1 		$2.22M Sell
4,575
-56
-1% -$25K 0.54% 40
2023
Q4 		$2.13M Buy
4,631
+42
+0.9% +$13.7K 0.56% 40
2023
Q3 		$1.38M Buy
4,589
+387
+9% +$117K 0.42% 62
2023
Q2 		$1.21M Buy
4,202
+2,897
+222% +$715K 0.36% 71
2023
Q1 		$277K Buy
+1,305
New +$222K 0.09% 193
2022
Q2 		– Sell
-1,228
Closed -$273K – 332
2022
Q1 		$273K Sell
1,228
-717
-37% -$179K 0.09% 187
2021
Q4 		$654K Sell
1,945
-39
-2% -$12.9K 0.23% 90
2021
Q3 		$673K Buy
1,984
+205
+12% +$73.8K 0.27% 79
2021
Q2 		$619K Buy
1,779
+60
+3% +$19.2K 0.26% 87
2021
Q1 		$506K Sell
1,719
-787
-31% -$212K 0.25% 94
2020
Q4 		$685K Buy
2,506
+660
+36% +$181K 0.41% 55
2020
Q3 		$483K Sell
1,846
-104
-5% -$26.8K 0.36% 64
2020
Q2 		$443K Sell
1,950
-49
-2% -$10.2K 0.31% 79
2020
Q1 		$333K Buy
1,999
+593
+42% +$116K 0.24% 81
2019
Q4 		$289K Buy
+1,406
New +$272K 0.21% 79

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

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

EPG Wealth Management increased its Meta Platforms (Facebook) (META) stake by 4.3% in Q1 2026, buying an estimated $118K and bringing the position to 4,450 shares worth $2.55M. The position accounts for 0.69% of the portfolio, ranked #39.

EPG Wealth Management first reported a position in META in Q4 2019 and has held it in 22 quarters since. The position peaked at $3.44M in Q2 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • EPG Wealth Management held 4,450 shares of Meta Platforms (Facebook) worth $2.55M as of Q1 2026.
  • EPG Wealth Management bought 184 Meta Platforms (Facebook) shares in Q1 2026, an estimated $118K.
  • Meta Platforms (Facebook) made up 0.69% of EPG Wealth Management's portfolio in Q1 2026, its #39 holding.
  • EPG Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2019 and has held it in 22 quarters since.
  • EPG Wealth Management's Meta Platforms (Facebook) position peaked at $3.44M in Q2 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.