FWA
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Flagship Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History

Flagship Wealth Advisors’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 		$788K Buy
1,068
+226
+27% +$145K 0.34% 50
2025
Q4 		$556K Sell
842
-259
-24% -$173K 0.16% 71
2025
Q3 		$809K Sell
1,101
-124
-10% -$92.3K 0.27% 56
2025
Q2 		$904K Buy
1,225
+18
+1% +$11.1K 0.34% 51
2025
Q1 		$696K Buy
1,207
+750
+164% +$484K 0.29% 54
2024
Q4 		$268K Buy
+457
New +$268K 0.16% 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

Flagship Wealth Advisors's META Position: Q1 2026 in Review

Flagship Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 27% in Q1 2026, buying an estimated $145K and bringing the position to 1,068 shares worth $788K. The position accounts for 0.34% of the portfolio, ranked #50.

Flagship Wealth Advisors first reported a position in META in Q4 2024 and has held it in 6 quarters since. The position peaked at $904K in Q2 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Flagship Wealth Advisors held 1,068 shares of Meta Platforms (Facebook) worth $788K as of Q1 2026.
  • Flagship Wealth Advisors bought 226 Meta Platforms (Facebook) shares in Q1 2026, an estimated $145K.
  • Meta Platforms (Facebook) made up 0.34% of Flagship Wealth Advisors's portfolio in Q1 2026, its #50 holding.
  • Flagship Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 6 quarters since.
  • Flagship Wealth Advisors's Meta Platforms (Facebook) position peaked at $904K in Q2 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.