LIWM
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Long Island Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Long Island 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 		– Sell
-318
Closed -$210K – 91
2025
Q4 		$210K Hold
318
– – 0.1% 86
2025
Q3 		$234K Hold
318
– – 0.11% 79
2025
Q2 		$235K Buy
+318
New +$196K 0.12% 76
2024
Q3 		– Sell
-418
Closed -$211K – 71
2024
Q2 		$211K Buy
+418
New +$203K 0.15% 70
2024
Q1 		– Sell
-418
Closed -$148K – 270
2023
Q4 		$148K Buy
+418
New +$136K 0.11% 85

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

Long Island Wealth Management's META Position: Q1 2026 in Review

Long Island Wealth Management sold out of Meta Platforms (Facebook) (META) in Q1 2026, closing a stake of 318 shares — an estimated $210K sold.

Long Island Wealth Management first reported a position in META in Q4 2023 and held it in 5 quarters. The position peaked at $235K in Q2 2025. 5,069 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Long Island Wealth Management reported no remaining Meta Platforms (Facebook) position as of Q1 2026 after selling out during the quarter.
  • Long Island Wealth Management sold 318 Meta Platforms (Facebook) shares in Q1 2026, an estimated $210K.
  • Long Island Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2023 and held it in 5 quarters.
  • Long Island Wealth Management's Meta Platforms (Facebook) position peaked at $235K in Q2 2025.
  • 5,069 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Long Island Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.