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

Keebeck 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 		$5M Buy
8,735
+1,715
+24% +$1.1M 0.56% 40
2025
Q4 		$4.63M Buy
7,020
+373
+6% +$249K 0.53% 44
2025
Q3 		$4.88M Buy
6,647
+283
+4% +$211K 0.58% 48
2025
Q2 		$4.7M Buy
6,364
+234
+4% +$145K 0.61% 42
2025
Q1 		$3.53M Buy
6,130
+282
+5% +$182K 0.52% 51
2024
Q4 		$3.42M Sell
5,848
-52
-0.9% -$30.5K 0.49% 59
2024
Q3 		$3.38M Sell
5,900
-21
-0.4% -$10.8K 0.49% 60
2024
Q2 		$2.99M Buy
5,921
+280
+5% +$136K 0.44% 66
2024
Q1 		$2.74M Buy
5,641
+140
+3% +$62.5K 0.4% 70
2023
Q4 		$1.95M Buy
5,501
+241
+5% +$78.5K 0.32% 82
2023
Q3 		$1.58M Hold
5,260
– – 0.28% 90
2023
Q2 		$1.51M Buy
5,260
+189
+4% +$46.6K 0.21% 96
2023
Q1 		$1.07M Sell
5,071
-261
-5% -$44.4K 0.17% 111
2022
Q4 		$642K Sell
5,332
-59
-1% -$6.93K 0.11% 134
2022
Q3 		$731K Sell
5,391
-850
-14% -$138K 0.14% 121
2022
Q2 		$1.01M Sell
6,241
-6,855
-52% -$1.32M 0.19% 111
2022
Q1 		$2.91M Sell
13,096
-25
-0.2% -$6.25K 0.48% 47
2021
Q4 		$4.41M Buy
13,121
+30
+0.2% +$9.96K 0.79% 29
2021
Q3 		$4.44M Sell
13,091
-794
-6% -$286K 0.88% 25
2021
Q2 		$4.83M Buy
13,885
+1,497
+12% +$480K 0.7% 35
2021
Q1 		$3.65M Sell
12,388
-528
-4% -$142K 0.57% 38
2020
Q4 		$3.53M Hold
12,916
– – 0.61% 38
2020
Q3 		$3.38M Buy
12,916
+283
+2% +$73K 0.7% 34
2020
Q2 		$2.87M Hold
12,633
– – 0.91% 24
2020
Q1 		$2.11M Hold
12,633
– – 0.88% 26
2019
Q4 		$2.59M Buy
+12,633
New +$2.45M 0.82% 28

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

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

Keebeck Wealth Management increased its Meta Platforms (Facebook) (META) stake by 24% in Q1 2026, buying an estimated $1.1M and bringing the position to 8,735 shares worth $5M. The position accounts for 0.56% of the portfolio, ranked #40.

Keebeck Wealth Management first reported a position in META in Q4 2019 and has held it in 26 quarters since. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Keebeck Wealth Management held 8,735 shares of Meta Platforms (Facebook) worth $5M as of Q1 2026.
  • Keebeck Wealth Management bought 1,715 Meta Platforms (Facebook) shares in Q1 2026, an estimated $1.1M.
  • Meta Platforms (Facebook) made up 0.56% of Keebeck Wealth Management's portfolio in Q1 2026, its #40 holding.
  • Keebeck Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2019 and has held it in 26 quarters since.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.