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

Horizon 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 		$1.05M Sell
1,833
-29
-2% -$18.6K 0.15% 61
2025
Q4 		$1.23M Buy
1,862
+151
+9% +$101K 0.19% 45
2025
Q3 		$1.26M Sell
1,711
-23
-1% -$17.1K 0.18% 43
2025
Q2 		$1.28M Sell
1,734
-208
-11% -$129K 0.22% 33
2025
Q1 		$1.12M Buy
1,942
+202
+12% +$130K 0.19% 33
2024
Q4 		$1.02M Buy
1,740
+47
+3% +$27.6K 0.18% 31
2024
Q3 		$969K Sell
1,693
-2
-0.1% -$1.03K 0.19% 34
2024
Q2 		$855K Buy
1,695
+15
+0.9% +$7.29K 0.2% 29
2024
Q1 		$816K Sell
1,680
-769
-31% -$343K 0.21% 31
2023
Q4 		$867K Buy
2,449
+223
+10% +$72.6K 0.24% 27
2023
Q3 		$668K Buy
2,226
+293
+15% +$88.3K 0.27% 29
2023
Q2 		$555K Sell
1,933
-2
-0.1% -$494 0.22% 32
2023
Q1 		$410K Buy
1,935
+2
+0.1% +$341 0.31% 36
2022
Q4 		$233K Sell
1,933
-556
-22% -$65.3K 0.19% 60
2022
Q3 		$338K Sell
2,489
-1,840
-43% -$298K 0.25% 37
2022
Q2 		$698K Buy
4,329
+1,072
+33% +$207K 0.29% 42
2022
Q1 		$724K Buy
3,257
+1,442
+79% +$360K 0.23% 43
2021
Q4 		$610K Buy
+1,815
New +$603K 0.18% 49

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

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

Horizon Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 1.6% in Q1 2026, selling an estimated $18.6K and leaving 1,833 shares worth $1.05M. The position accounts for 0.15% of the portfolio, ranked #61.

Horizon Wealth Management first reported a position in META in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.28M in Q2 2025. 5,069 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Horizon Wealth Management held 1,833 shares of Meta Platforms (Facebook) worth $1.05M as of Q1 2026.
  • Horizon Wealth Management sold 29 Meta Platforms (Facebook) shares in Q1 2026, an estimated $18.6K.
  • Meta Platforms (Facebook) made up 0.15% of Horizon Wealth Management's portfolio in Q1 2026, its #61 holding.
  • Horizon Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 18 quarters since.
  • Horizon Wealth Management's Meta Platforms (Facebook) position peaked at $1.28M in Q2 2025.
  • 5,069 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Horizon Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.