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

Jackson 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 		$12.7M Buy
22,255
+184
+0.8% +$118K 1.31% 20
2025
Q4 		$14.6M Buy
22,071
+3,316
+18% +$2.21M 1.42% 18
2025
Q3 		$13.8M Buy
18,755
+322
+2% +$240K 1.38% 19
2025
Q2 		$13.6M Buy
18,433
+6,554
+55% +$4.05M 1.48% 16
2025
Q1 		$6.85M Sell
11,879
-614
-5% -$396K 0.83% 32
2024
Q4 		$7.32M Buy
12,493
+2,069
+20% +$1.21M 0.83% 33
2024
Q3 		$5.97M Buy
10,424
+4,355
+72% +$2.24M 0.71% 39
2024
Q2 		$3.06M Buy
6,069
+4,836
+392% +$2.35M 0.66% 42
2024
Q1 		$599K Buy
+1,233
New +$550K 0.07% 100
2023
Q4 		– Sell
-671
Closed -$201K – 150
2023
Q3 		$201K Buy
+671
New +$202K 0.03% 136
2022
Q2 		– Sell
-25,854
Closed -$5.75M – 108
2022
Q1 		$5.75M Sell
25,854
-15,082
-37% -$3.77M 0.8% 35
2021
Q4 		$13.8M Buy
40,936
+793
+2% +$263K 1.74% 17
2021
Q3 		$158K Sell
40,143
-9,802
-20% -$3.53M 1.91% 10
2021
Q2 		$17.4M Buy
49,945
+4,310
+9% +$1.38M 2.2% 13
2021
Q1 		$13.4M Buy
45,635
+21,304
+88% +$5.74M 2.01% 14
2020
Q4 		$6.65M Buy
24,331
+1,647
+7% +$452K 0.91% 28
2020
Q3 		$5.94M Buy
22,684
+3,710
+20% +$957K 0.89% 29
2020
Q2 		$4.31M Buy
18,974
+1,587
+9% +$331K 0.77% 30
2020
Q1 		$3.71M Sell
17,387
-16,526
-49% -$3.24M 0.78% 29
2019
Q4 		$7.39M Buy
33,913
+10,426
+44% +$2.02M 1.23% 21
2019
Q3 		$4.23M Buy
23,487
+8,304
+55% +$1.58M 0.89% 30
2019
Q2 		$2.98M Buy
15,183
+1,545
+11% +$282K 0.65% 40
2019
Q1 		$2.27M Sell
13,638
-656
-5% -$104K 0.56% 52
2018
Q4 		$1.88M Sell
14,294
-1,357
-9% -$197K 0.56% 48
2018
Q3 		$2.57M Sell
15,651
-9,473
-38% -$1.71M 0.54% 44
2018
Q2 		$5.46M Buy
25,124
+6,951
+38% +$1.26M 1.27% 24
2018
Q1 		$2.82M Buy
+18,173
New +$3.26M 0.79% 31

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

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

Jackson Wealth Management increased its Meta Platforms (Facebook) (META) stake by 0.83% in Q1 2026, buying an estimated $118K and bringing the position to 22,255 shares worth $12.7M. The position accounts for 1.31% of the portfolio, ranked #20.

Jackson Wealth Management first reported a position in META in Q1 2018 and has held it in 27 quarters since. The position peaked at $17.4M in Q2 2021. 5,069 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Jackson Wealth Management held 22,255 shares of Meta Platforms (Facebook) worth $12.7M as of Q1 2026.
  • Jackson Wealth Management bought 184 Meta Platforms (Facebook) shares in Q1 2026, an estimated $118K.
  • Meta Platforms (Facebook) made up 1.31% of Jackson Wealth Management's portfolio in Q1 2026, its #20 holding.
  • Jackson Wealth Management first reported a position in Meta Platforms (Facebook) in Q1 2018 and has held it in 27 quarters since.
  • Jackson Wealth Management's Meta Platforms (Facebook) position peaked at $17.4M in Q2 2021.
  • 5,069 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Jackson Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.