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Helium Advisors’s Meta Platforms (Facebook) META Stock Holding History

Helium 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 		$872K Buy
1,523
+294
+24% +$188K 0.83% 32
2025
Q4 		$812K Buy
1,229
+233
+23% +$156K 0.82% 29
2025
Q3 		$731K Sell
996
-447
-31% -$333K 0.61% 33
2025
Q2 		$1.06M Buy
1,443
+29
+2% +$17.9K 0.67% 28
2025
Q1 		$815K Sell
1,414
-80
-5% -$51.6K 0.59% 31
2024
Q4 		$875K Buy
+1,494
New +$877K 0.69% 33

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

Helium Advisors's META Position: Q1 2026 in Review

Helium Advisors increased its Meta Platforms (Facebook) (META) stake by 24% in Q1 2026, buying an estimated $188K and bringing the position to 1,523 shares worth $872K. The position accounts for 0.83% of the portfolio, ranked #32.

Helium Advisors first reported a position in META in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.06M in Q2 2025. 5,066 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Helium Advisors held 1,523 shares of Meta Platforms (Facebook) worth $872K as of Q1 2026.
  • Helium Advisors bought 294 Meta Platforms (Facebook) shares in Q1 2026, an estimated $188K.
  • Meta Platforms (Facebook) made up 0.83% of Helium Advisors's portfolio in Q1 2026, its #32 holding.
  • Helium Advisors first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 6 quarters since.
  • Helium Advisors's Meta Platforms (Facebook) position peaked at $1.06M in Q2 2025.
  • 5,066 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Helium Advisors's 13F filing for Q1 2026, filed 5 May 2026.