Fusion Family Wealth’s Meta Platforms (Facebook) META Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $409K | Hold |
715
| – | – | 0.03% | 35 |
|
|
2025
Q4 | $472K | Sell |
715
-110
| -13% | -$73.5K | 0.04% | 33 |
|
|
2025
Q3 | $606K | Buy |
825
+1
| +0.1% | +$744 | 0.05% | 30 |
|
|
2025
Q2 | $608K | Hold |
824
| – | – | 0.05% | 28 |
|
|
2025
Q1 | $475K | Hold |
824
| – | – | 0.04% | 30 |
|
|
2024
Q4 | $483K | Buy |
824
+75
| +10% | +$44K | 0.04% | 29 |
|
|
2024
Q3 | $429K | Buy |
749
+108
| +17% | +$55.6K | 0.04% | 31 |
|
|
2024
Q2 | $323K | Hold |
641
| – | – | 0.03% | 36 |
|
|
2024
Q1 | $311K | Hold |
641
| – | – | 0.03% | 36 |
|
|
2023
Q4 | $227K | Buy |
+641
| New | +$209K | 0.03% | 39 |
|
|
2022
Q4 | – | Sell |
-641
| Closed | -$218K | – | 41 |
|
|
2022
Q3 | $218K | Buy |
+641
| New | +$104K | 0.03% | 35 |
|
|
2021
Q4 | – | Sell |
-641
| Closed | -$218K | – | 40 |
|
|
2021
Q3 | $218K | Buy |
+641
| New | +$231K | 0.03% | 35 |
|
|
2021
Q2 | – | Sell |
-1,041
| Closed | -$307K | – | 83 |
|
|
2021
Q1 | $307K | Buy |
1,041
+66
| +7% | +$17.8K | 0.05% | 27 |
|
|
2020
Q4 | $266K | Sell |
975
-175
| -15% | -$48K | 0.05% | 27 |
|
|
2020
Q3 | $301K | Sell |
1,150
-385
| -25% | -$99.3K | 0.06% | 26 |
|
|
2020
Q2 | $349K | Hold |
1,535
| – | – | 0.08% | 28 |
|
|
2020
Q1 | $256K | Sell |
1,535
-25
| -2% | -$4.89K | 0.07% | 28 |
|
|
2019
Q4 | $320K | Hold |
1,560
| – | – | 0.07% | 31 |
|
|
2019
Q3 | $278K | Sell |
1,560
-1,893
| -55% | -$360K | 0.07% | 31 |
|
|
2019
Q2 | $666K | Buy |
3,453
+1,893
| +121% | +$346K | 0.17% | 28 |
|
|
2019
Q1 | $260K | Sell |
1,560
-2,202
| -59% | -$350K | 0.07% | 33 |
|
|
2018
Q4 | $493K | Sell |
3,762
-29
| -0.8% | -$4.2K | 0.14% | 38 |
|
|
2018
Q3 | $623K | Buy |
3,791
+5
| +0.1% | +$905 | 0.17% | 29 |
|
|
2018
Q2 | $736K | Buy |
3,786
+94
| +3% | +$17K | 0.21% | 28 |
|
|
2018
Q1 | $590K | Sell |
3,692
-200
| -5% | -$35.9K | 0.2% | 27 |
|
|
2017
Q4 | $687K | Buy |
3,892
+2,593
| +200% | +$458K | 0.17% | 33 |
|
|
2017
Q3 | $222K | Sell |
1,299
-2,387
| -65% | -$398K | 0.08% | 46 |
|
|
2017
Q2 | $557K | Buy |
3,686
+109
| +3% | +$16.2K | 0.19% | 38 |
|
|
2017
Q1 | $508K | Sell |
3,577
-966
| -21% | -$129K | 0.19% | 38 |
|
|
2016
Q4 | $575K | Buy |
+4,543
| New | +$558K | 0.34% | 34 |
|
Other funds holding META
VCM
VPM
Fusion Family Wealth's META Position: Q1 2026 in Review
Fusion Family Wealth held its Meta Platforms (Facebook) (META) position steady in Q1 2026 at 715 shares worth $409K. The position accounts for 0.03% of the portfolio, ranked #35.
Fusion Family Wealth first reported a position in META in Q4 2016 and has held it in 30 quarters since. The position peaked at $736K in Q2 2018. 5,068 funds tracked by Wall St. Rank hold META as of Q1 2026.
- Fusion Family Wealth held 715 shares of Meta Platforms (Facebook) worth $409K as of Q1 2026.
- Fusion Family Wealth left its Meta Platforms (Facebook) share count unchanged in Q1 2026.
- Meta Platforms (Facebook) made up 0.03% of Fusion Family Wealth's portfolio in Q1 2026, its #35 holding.
- Fusion Family Wealth first reported a position in Meta Platforms (Facebook) in Q4 2016 and has held it in 30 quarters since.
- Fusion Family Wealth's Meta Platforms (Facebook) position peaked at $736K in Q2 2018.
- 5,068 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.
Based on Fusion Family Wealth's 13F filing for Q1 2026, filed 5 May 2026.