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

Finer 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 		$7.92M Buy
13,845
+5
+0% +$3.2K 3.97% 7
2025
Q4 		$9.14M Buy
13,840
+166
+1% +$111K 4.42% 7
2025
Q3 		$10M Sell
13,674
-20
-0.1% -$14.9K 5% 5
2025
Q2 		$10.1M Buy
13,694
+112
+0.8% +$69.2K 5.4% 5
2025
Q1 		$7.83M Sell
13,582
-128
-0.9% -$82.6K 4.69% 6
2024
Q4 		$8.03M Sell
13,710
-79
-0.6% -$46.4K 4.6% 6
2024
Q3 		$7.89M Sell
13,789
-114
-0.8% -$58.7K 4.87% 6
2024
Q2 		$7.01M Buy
13,903
+345
+3% +$168K 4.52% 6
2024
Q1 		$6.58M Buy
13,558
+437
+3% +$195K 4.32% 6
2023
Q4 		$4.64M Buy
13,121
+411
+3% +$134K 3.46% 7
2023
Q3 		$3.82M Buy
12,710
+337
+3% +$102K 3.05% 7
2023
Q2 		$3.55M Buy
12,373
+225
+2% +$55.5K 2.77% 7
2023
Q1 		$2.57M Buy
12,148
+94
+0.8% +$16K 2.18% 13
2022
Q4 		$1.45M Sell
12,054
-603
-5% -$70.8K 1.36% 26
2022
Q3 		$1.72M Buy
12,657
+143
+1% +$23.2K 1.69% 20
2022
Q2 		$2.02M Buy
12,514
+862
+7% +$166K 1.84% 20
2022
Q1 		$2.59M Buy
11,652
+512
+5% +$128K 2.12% 15
2021
Q4 		$3.75M Buy
+11,140
New +$3.7M 3.11% 7

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

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

Finer Wealth Management increased its Meta Platforms (Facebook) (META) stake by 0.04% in Q1 2026, buying an estimated $3.2K and bringing the position to 13,845 shares worth $7.92M. The position accounts for 3.97% of the portfolio, ranked #7.

Finer Wealth Management first reported a position in META in Q4 2021 and has held it in 18 quarters since. The position peaked at $10.1M in Q2 2025. 5,068 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Finer Wealth Management held 13,845 shares of Meta Platforms (Facebook) worth $7.92M as of Q1 2026.
  • Finer Wealth Management bought 5 Meta Platforms (Facebook) shares in Q1 2026, an estimated $3.2K.
  • Meta Platforms (Facebook) made up 3.97% of Finer Wealth Management's portfolio in Q1 2026, its #7 holding.
  • Finer Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 18 quarters since.
  • Finer Wealth Management's Meta Platforms (Facebook) position peaked at $10.1M in Q2 2025.
  • 5,068 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Finer Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.