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

IMG 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 		$52.1K Sell
91
-144
-61% -$92.3K 0.03% 170
2025
Q4 		$155K Buy
235
+102
+77% +$68.1K 0.1% 106
2025
Q3 		$97.7K Hold
133
– – 0.07% 123
2025
Q2 		$98.2K Buy
+133
New +$82.2K 0.08% 119

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

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

IMG Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 61% in Q1 2026, selling an estimated $92.3K and leaving 91 shares worth $52.1K. The position accounts for 0.03% of the portfolio, ranked #170.

IMG Wealth Management first reported a position in META in Q2 2025 and has held it in 4 quarters since. The position peaked at $155K in Q4 2025. 5,066 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • IMG Wealth Management held 91 shares of Meta Platforms (Facebook) worth $52.1K as of Q1 2026.
  • IMG Wealth Management sold 144 Meta Platforms (Facebook) shares in Q1 2026, an estimated $92.3K.
  • Meta Platforms (Facebook) made up 0.03% of IMG Wealth Management's portfolio in Q1 2026, its #170 holding.
  • IMG Wealth Management first reported a position in Meta Platforms (Facebook) in Q2 2025 and has held it in 4 quarters since.
  • IMG Wealth Management's Meta Platforms (Facebook) position peaked at $155K in Q4 2025.
  • 5,066 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

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