JAG
META icon

Journey Advisory Group’s Meta Platforms (Facebook) META Stock Holding History

Journey Advisory Group’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 		$8.98M Buy
15,698
+736
+5% +$472K 0.77% 35
2025
Q4 		$9.88M Buy
14,962
+1,429
+11% +$954K 0.83% 28
2025
Q3 		$9.94M Buy
13,533
+300
+2% +$223K 0.74% 32
2025
Q2 		$9.77M Buy
13,233
+356
+3% +$220K 0.76% 30
2025
Q1 		$7.42M Buy
12,877
+11,417
+782% +$7.37M 0.61% 39
2024
Q4 		$736K Hold
1,460
– – 0.09% 124
2024
Q3 		$736K Hold
1,460
– – 0.09% 124
2024
Q2 		$736K Buy
1,460
+54
+4% +$26.2K 0.09% 124
2024
Q1 		$683K Buy
+1,406
New +$627K 0.08% 137
2022
Q3 		– Sell
-1,709
Closed -$273K – 247
2022
Q2 		$273K Sell
1,709
-4
-0.2% -$772 0.06% 211
2022
Q1 		$381K Buy
1,713
+247
+17% +$61.7K 0.1% 164
2021
Q4 		$493K Buy
1,466
+186
+15% +$61.8K 0.14% 134
2021
Q3 		$434K Buy
1,280
+143
+13% +$51.5K 0.14% 129
2021
Q2 		$395K Buy
1,137
+60
+6% +$19.2K 0.13% 139
2021
Q1 		$317K Buy
1,077
+95
+10% +$25.6K 0.11% 145
2020
Q4 		$268K Buy
+982
New +$269K 0.1% 149

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

Journey Advisory Group's META Position: Q1 2026 in Review

Journey Advisory Group increased its Meta Platforms (Facebook) (META) stake by 4.9% in Q1 2026, buying an estimated $472K and bringing the position to 15,698 shares worth $8.98M. The position accounts for 0.77% of the portfolio, ranked #35.

Journey Advisory Group first reported a position in META in Q4 2020 and has held it in 16 quarters since. The position peaked at $9.94M in Q3 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Journey Advisory Group held 15,698 shares of Meta Platforms (Facebook) worth $8.98M as of Q1 2026.
  • Journey Advisory Group bought 736 Meta Platforms (Facebook) shares in Q1 2026, an estimated $472K.
  • Meta Platforms (Facebook) made up 0.77% of Journey Advisory Group's portfolio in Q1 2026, its #35 holding.
  • Journey Advisory Group first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 16 quarters since.
  • Journey Advisory Group's Meta Platforms (Facebook) position peaked at $9.94M in Q3 2025.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Journey Advisory Group's 13F filing for Q1 2026, filed 5 May 2026.