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

Focused 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
2021
Q4 		– Sell
-9,000
Closed -$144K – 1056
2021
Q3 		$144K Buy
+9,000
New +$3.24M 0.02% 222
2021
Q2 		– Sell
-6,000
Closed -$8K – 992
2021
Q1 		$8K Buy
+6,000
New +$1.62M ﹤0.01% 635

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

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

Focused Wealth Management increased its Meta Platforms (Facebook) (META) stake by 17% in Q1 2026, buying an estimated $1.14M and bringing the position to 12,521 shares worth $7.16M. The position accounts for 0.74% of the portfolio, ranked #25.

Focused Wealth Management first reported a position in META in Q3 2013 and has held it in 51 quarters since. The position peaked at $7.85M in Q3 2025. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Focused Wealth Management held 12,521 shares of Meta Platforms (Facebook) worth $7.16M as of Q1 2026.
  • Focused Wealth Management bought 1,776 Meta Platforms (Facebook) shares in Q1 2026, an estimated $1.14M.
  • Meta Platforms (Facebook) made up 0.74% of Focused Wealth Management's portfolio in Q1 2026, its #25 holding.
  • Focused Wealth Management first reported a position in Meta Platforms (Facebook) in Q3 2013 and has held it in 51 quarters since.
  • Focused Wealth Management's Meta Platforms (Facebook) position peaked at $7.85M in Q3 2025.
  • 5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Focused Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.