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

Forefront 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
2025 Q4	$3M	Buy	4,545 +165	+4%	+$110K	2.15%	15
2025 Q3	$3.22M	Sell	4,380 -4	-0.1%	-$2.98K	2.36%	13
2025 Q2	$3.24M	Sell	4,384 -3	-0.1%	-$1.85K	2.59%	11
2025 Q1	$2.53M	Sell	4,387 -20	-0.5%	-$12.9K	2.34%	15
2024 Q4	$2.58M	Buy	+4,407	New	+$2.59M	2.38%	13
2023 Q3	$693K	Hold	2,310	–	–	0.97%	28
2023 Q2	$663K	Buy	2,310 +299	+15%	+$73.8K	0.88%	30
2023 Q1	$426K	Hold	2,011	–	–	0.56%	36
2022 Q4	$242K	Sell	2,011 -16	-0.8%	-$1.88K	0.33%	40
2022 Q3	$275K	Sell	2,027 -853	-30%	-$138K	0.38%	37
2022 Q2	$466K	Buy	2,880 +333	+13%	+$64.2K	0.63%	33
2022 Q1	$566K	Buy	2,547 +171	+7%	+$42.7K	0.56%	36
2021 Q4	$799K	Buy	+2,376	New	+$789K	0.76%	32

Other funds holding META

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Forefront Wealth Management's META Position: Q4 2025 in Review

Forefront Wealth Management increased its Meta Platforms (Facebook) (META) stake by 3.8% in Q4 2025, buying an estimated $110K and bringing the position to 4,545 shares worth $3M. The position accounts for 2.15% of the portfolio, ranked #15.

Forefront Wealth Management first reported a position in META in Q4 2021 and has held it in 13 quarters since. The position peaked at $3.24M in Q2 2025. 5,138 funds tracked by Wall St. Rank hold META as of Q4 2025.

Forefront Wealth Management held 4,545 shares of Meta Platforms (Facebook) worth $3M as of Q4 2025.
Forefront Wealth Management bought 165 Meta Platforms (Facebook) shares in Q4 2025, an estimated $110K.
Meta Platforms (Facebook) made up 2.15% of Forefront Wealth Management's portfolio in Q4 2025, its #15 holding.
Forefront Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 13 quarters since.
Forefront Wealth Management's Meta Platforms (Facebook) position peaked at $3.24M in Q2 2025.
5,138 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2025.

Based on Forefront Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.