KJWM
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Kiley Juergens Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Kiley Juergens 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 		$3.11M Buy
+5,438
New +$3.49M 0.55% 36
2018
Q4 		– Sell
-5,685
Closed -$934K – 407
2018
Q3 		$934K Sell
5,685
-230
-4% -$41.6K 0.7% 31
2018
Q2 		$1.15M Buy
5,915
+100
+2% +$18.1K 1.03% 17
2018
Q1 		$929K Sell
5,815
-424
-7% -$76.1K 1.01% 23
2017
Q4 		$1.1M Buy
+6,239
New +$1.1M 0.99% 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

Kiley Juergens Wealth Management's META Position: Q1 2026 in Review

Kiley Juergens Wealth Management opened a new position in Meta Platforms (Facebook) (META) in Q1 2026: 5,438 shares worth $3.11M. The stake represents 0.55% of the portfolio and ranks #36 among its holdings. This is a return to the name: Kiley Juergens Wealth Management previously reported a position in META as recently as Q3 2018.

Kiley Juergens Wealth Management first reported a position in META in Q4 2017 and has held it in 5 quarters since. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Kiley Juergens Wealth Management held 5,438 shares of Meta Platforms (Facebook) worth $3.11M as of Q1 2026.
  • Meta Platforms (Facebook) was a new Kiley Juergens Wealth Management position in Q1 2026.
  • Meta Platforms (Facebook) made up 0.55% of Kiley Juergens Wealth Management's portfolio in Q1 2026, its #36 holding.
  • Kiley Juergens Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2017 and has held it in 5 quarters since.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.