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

Executive 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
2024
Q4 		$17.6M Sell
30,052
-408
-1% -$239K 1.38% 17
2024
Q3 		$17.4M Buy
30,460
+629
+2% +$324K 1.37% 18
2024
Q2 		$15M Sell
29,831
-371
-1% -$180K 2.76% 11
2024
Q1 		$14.8M Sell
30,202
-3,902
-11% -$1.74M 1.3% 19
2023
Q4 		$12.1M Buy
34,104
+1,385
+4% +$451K 1.14% 20
2023
Q3 		$9.82M Buy
32,719
+729
+2% +$220K 1.02% 23
2023
Q2 		$9.18M Sell
31,990
-914
-3% -$226K 0.95% 29
2023
Q1 		$6.97M Sell
32,904
-896
-3% -$153K 0.77% 37
2022
Q4 		$4.07M Buy
33,800
+28,562
+545% +$3.35M 0.5% 62
2022
Q3 		$5.24K Sell
5,238
-32,739
-86% -$5.31M 0.73% 51
2022
Q2 		$6.12M Sell
37,977
-8,301
-18% -$1.6M 0.82% 39
2022
Q1 		$10.3M Sell
46,278
-1,061
-2% -$265K 1.12% 20
2021
Q4 		$15.9M Buy
47,339
+532
+1% +$177K 1.58% 15
2021
Q3 		$15.9M Sell
46,807
-233
-0.5% -$83.9K 1.75% 13
2021
Q2 		$16.4M Buy
47,040
+188
+0.4% +$60.3K 1.79% 13
2021
Q1 		$13.8M Buy
46,852
+2,878
+7% +$775K 1.62% 16
2020
Q4 		$12M Buy
43,974
+2,989
+7% +$819K 1.48% 15
2020
Q3 		$10.7M Buy
40,985
+938
+2% +$242K 1.49% 15
2020
Q2 		$9.09M Sell
40,047
-3,199
-7% -$668K 1.37% 17
2020
Q1 		$7.21M Sell
43,246
-3,212
-7% -$629K 1.28% 13
2019
Q4 		$9.53M Sell
46,458
-229
-0.5% -$44.4K 1.3% 17
2019
Q3 		$8.31M Buy
46,687
+4,266
+10% +$811K 1.26% 18
2019
Q2 		$8.19M Sell
42,421
-422
-1% -$77.1K 1.16% 19
2019
Q1 		$7.14M Buy
42,843
+3,204
+8% +$510K 1.28% 14
2018
Q4 		$5.2M Buy
+39,639
New +$5.74M 0.92% 14

Other funds holding META

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Executive Wealth Management's META Position: Q4 2024 in Review

Executive Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 1.3% in Q4 2024, selling an estimated $239K and leaving 30,052 shares worth $17.6M. The position accounts for 1.38% of the portfolio, ranked #17.

Executive Wealth Management first reported a position in META in Q4 2018 and has held it in 25 quarters since. 4,641 funds tracked by Wall St. Rank hold META as of Q4 2024.

  • Executive Wealth Management held 30,052 shares of Meta Platforms (Facebook) worth $17.6M as of Q4 2024.
  • Executive Wealth Management sold 408 Meta Platforms (Facebook) shares in Q4 2024, an estimated $239K.
  • Meta Platforms (Facebook) made up 1.38% of Executive Wealth Management's portfolio in Q4 2024, its #17 holding.
  • Executive Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2018 and has held it in 25 quarters since.
  • 4,641 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.