HWM
META icon

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

Heirloom 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 		$23.8M Buy
41,518
+13,532
+48% +$8.67M 4.28% 6
2025
Q4 		$18.5M Buy
27,986
+7,989
+40% +$5.33M 4.27% 9
2025
Q3 		$14.7M Buy
19,997
+659
+3% +$490K 3.55% 11
2025
Q2 		$14.3M Buy
19,338
+386
+2% +$239K 3.77% 11
2025
Q1 		$10.9M Buy
+18,952
New +$12.2M 3.13% 12
2022
Q2 		$6.65M Buy
39,445
+1,381
+4% +$266K 5.44% 7
2022
Q1 		$7.56M Buy
38,064
+4,524
+13% +$1.13M 5.26% 7
2021
Q4 		$10.4M Buy
+33,540
New +$11.1M 8.88% 3

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

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

Heirloom Wealth Management increased its Meta Platforms (Facebook) (META) stake by 48% in Q1 2026, buying an estimated $8.67M and bringing the position to 41,518 shares worth $23.8M. The position accounts for 4.28% of the portfolio, ranked #6.

Heirloom Wealth Management first reported a position in META in Q4 2021 and has held it in 8 quarters since. 5,068 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Heirloom Wealth Management held 41,518 shares of Meta Platforms (Facebook) worth $23.8M as of Q1 2026.
  • Heirloom Wealth Management bought 13,532 Meta Platforms (Facebook) shares in Q1 2026, an estimated $8.67M.
  • Meta Platforms (Facebook) made up 4.28% of Heirloom Wealth Management's portfolio in Q1 2026, its #6 holding.
  • Heirloom Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 8 quarters since.
  • 5,068 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Heirloom Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.