JSW
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Journey Strategic Wealth’s Meta Platforms (Facebook) META Stock Holding History

Journey Strategic Wealth’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 		$15.3M Buy
26,821
+5,256
+24% +$3.37M 0.38% 26
2025
Q4 		$14.2M Sell
21,565
-2,266
-10% -$1.51M 0.37% 27
2025
Q3 		$17.5M Sell
23,831
-117
-0.5% -$87.1K 0.49% 19
2025
Q2 		$17.7M Buy
23,948
+4,320
+22% +$2.67M 0.57% 15
2025
Q1 		$11.3M Buy
19,628
+5,084
+35% +$3.28M 0.39% 22
2024
Q4 		$8.52M Buy
14,544
+2,789
+24% +$1.64M 0.32% 23
2024
Q3 		$6.73M Buy
11,755
+2,690
+30% +$1.38M 0.25% 25
2024
Q2 		$4.57M Buy
9,065
+492
+6% +$239K 0.19% 30
2024
Q1 		$4.16M Buy
8,573
+1,296
+18% +$578K 0.18% 28
2023
Q4 		$2.58M Sell
7,277
-715
-9% -$233K 0.12% 32
2023
Q3 		$2.4M Sell
7,992
-69
-0.9% -$20.8K 0.11% 33
2023
Q2 		$2.31M Buy
8,061
+248
+3% +$61.2K 0.1% 33
2023
Q1 		$1.66M Buy
7,813
+1,531
+24% +$261K 0.17% 38
2022
Q4 		$756K Sell
6,282
-1,464
-19% -$172K 0.09% 70
2022
Q3 		$1.05M Buy
7,746
+768
+11% +$124K 0.14% 38
2022
Q2 		$1.13M Buy
6,978
+357
+5% +$68.9K 0.15% 34
2022
Q1 		$1.47M Sell
6,621
-583
-8% -$146K 0.16% 18
2021
Q4 		$2.42M Buy
+7,204
New +$2.39M 0.25% 24

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 Strategic Wealth's META Position: Q1 2026 in Review

Journey Strategic Wealth increased its Meta Platforms (Facebook) (META) stake by 24% in Q1 2026, buying an estimated $3.37M and bringing the position to 26,821 shares worth $15.3M. The position accounts for 0.38% of the portfolio, ranked #26.

Journey Strategic Wealth first reported a position in META in Q4 2021 and has held it in 18 quarters since. The position peaked at $17.7M in Q2 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Journey Strategic Wealth held 26,821 shares of Meta Platforms (Facebook) worth $15.3M as of Q1 2026.
  • Journey Strategic Wealth bought 5,256 Meta Platforms (Facebook) shares in Q1 2026, an estimated $3.37M.
  • Meta Platforms (Facebook) made up 0.38% of Journey Strategic Wealth's portfolio in Q1 2026, its #26 holding.
  • Journey Strategic Wealth first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 18 quarters since.
  • Journey Strategic Wealth's Meta Platforms (Facebook) position peaked at $17.7M in Q2 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.