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IAG Wealth Partners’s Meta Platforms (Facebook) META Stock Holding History

IAG Wealth Partners’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 		$110K Sell
192
-30
-14% -$19.2K 0.01% 163
2025
Q4 		$147K Sell
222
-50
-18% -$33.4K 0.02% 132
2025
Q3 		$200K Buy
272
+49
+22% +$36.5K 0.02% 118
2025
Q2 		$165K Hold
223
– – 0.02% 120
2025
Q1 		$129K Hold
223
– – 0.02% 125
2024
Q4 		$131K Hold
223
– – 0.02% 116
2024
Q3 		$128K Hold
223
– – 0.02% 112
2024
Q2 		$112K Buy
223
+44
+25% +$21.4K 0.02% 111
2024
Q1 		$86.9K Hold
179
– – 0.02% 128
2023
Q4 		$63.4K Hold
179
– – 0.01% 138
2023
Q3 		$53.7K Hold
179
– – 0.02% 143
2023
Q2 		$51.4K Hold
179
– – 0.01% 158
2023
Q1 		$37.9K Sell
179
-5
-3% -$852 0.01% 163
2022
Q4 		$22.1K Sell
184
-129
-41% -$15.1K 0.01% 201
2022
Q3 		$42K Hold
313
– – 0.01% 138
2022
Q2 		$50K Sell
313
-49
-14% -$9.45K 0.02% 128
2022
Q1 		$80K Buy
362
+99
+38% +$24.7K 0.03% 105
2021
Q4 		$88K Hold
263
– – 0.03% 95
2021
Q3 		$90K Hold
263
– – 0.03% 82
2021
Q2 		$92K Sell
263
-325
-55% -$104K 0.03% 77
2021
Q1 		$174K Buy
588
+5
+0.9% +$1.35K 0.07% 55
2020
Q4 		$160K Buy
583
+50
+9% +$13.7K 0.07% 59
2020
Q3 		$140K Sell
533
-5
-0.9% -$1.29K 0.06% 60
2020
Q2 		$123K Hold
538
– – 0.06% 64
2020
Q1 		$90K Buy
538
+79
+17% +$15.5K 0.06% 67
2019
Q4 		$95K Buy
+459
New +$88.9K 0.06% 67

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

IAG Wealth Partners's META Position: Q1 2026 in Review

IAG Wealth Partners reduced its Meta Platforms (Facebook) (META) stake by 14% in Q1 2026, selling an estimated $19.2K and leaving 192 shares worth $110K. The position accounts for 0.01% of the portfolio, ranked #163.

IAG Wealth Partners first reported a position in META in Q4 2019 and has held it in 26 quarters since. The position peaked at $200K in Q3 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • IAG Wealth Partners held 192 shares of Meta Platforms (Facebook) worth $110K as of Q1 2026.
  • IAG Wealth Partners sold 30 Meta Platforms (Facebook) shares in Q1 2026, an estimated $19.2K.
  • Meta Platforms (Facebook) made up 0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #163 holding.
  • IAG Wealth Partners first reported a position in Meta Platforms (Facebook) in Q4 2019 and has held it in 26 quarters since.
  • IAG Wealth Partners's Meta Platforms (Facebook) position peaked at $200K in Q3 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.