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

Kingsview 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
2021
Q3 		– Sell
-200
Closed -$12K – 965
2021
Q2 		$12K Sell
200
-100
-33% -$32.1K ﹤0.01% 862
2021
Q1 		$11K Buy
300
+100
+50% +$26.9K ﹤0.01% 814
2020
Q4 		$9K Sell
200
-19,800
-99% -$5.43M ﹤0.01% 696
2020
Q3 		$2K Buy
+20,000
New +$5.16M ﹤0.01% 616
2020
Q2 		– Sell
-200
Closed -$3K – 640
2020
Q1 		$3K Buy
200
+100
+100% +$19.6K ﹤0.01% 476
2019
Q4 		$2K Buy
+100
New +$19.4K ﹤0.01% 477
2019
Q3 		– Sell
-300
Closed -$3K – 468
2019
Q2 		$3K Sell
300
-2,900
-91% -$530K ﹤0.01% 429
2019
Q1 		$2K Buy
+3,200
New +$509K ﹤0.01% 466
2018
Q4 		– Sell
-5,200
Closed -$8K – 420
2018
Q3 		$8K Buy
5,200
+3,900
+300% +$706K ﹤0.01% 362
2018
Q2 		$4K Sell
1,300
-2,000
-61% -$361K ﹤0.01% 335
2018
Q1 		$14K Buy
3,300
+2,000
+154% +$359K ﹤0.01% 310
2017
Q4 		$22K Buy
1,300
+400
+44% +$70.7K 0.01% 311
2017
Q3 		$18K Sell
900
-1,600
-64% -$267K 0.01% 281
2017
Q2 		$9K Sell
2,500
-4,800
-66% -$714K ﹤0.01% 278
2017
Q1 		$11K Buy
+7,300
New +$976K 0.01% 241

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

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

Kingsview Wealth Management increased its Meta Platforms (Facebook) (META) stake by 9.8% in Q1 2026, buying an estimated $3.18M and bringing the position to 55,808 shares worth $31.9M. The position accounts for 0.44% of the portfolio, ranked #41.

Kingsview Wealth Management first reported a position in META in Q1 2017 and has held it in 37 quarters since. The position peaked at $71M in Q3 2025. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Kingsview Wealth Management held 55,808 shares of Meta Platforms (Facebook) worth $31.9M as of Q1 2026.
  • Kingsview Wealth Management bought 4,965 Meta Platforms (Facebook) shares in Q1 2026, an estimated $3.18M.
  • Meta Platforms (Facebook) made up 0.44% of Kingsview Wealth Management's portfolio in Q1 2026, its #41 holding.
  • Kingsview Wealth Management first reported a position in Meta Platforms (Facebook) in Q1 2017 and has held it in 37 quarters since.
  • Kingsview Wealth Management's Meta Platforms (Facebook) position peaked at $71M in Q3 2025.
  • 5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.