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Madison Wealth Partners’s Meta Platforms (Facebook) META Stock Holding History

Madison Wealth Partners’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 		$1.3M Buy
2,268
+317
+16% +$203K 0.21% 54
2025
Q4 		$1.29M Buy
1,951
+357
+22% +$238K 0.24% 51
2025
Q3 		$1.17M Buy
1,594
+20
+1% +$14.9K 0.23% 49
2025
Q2 		$1.16M Buy
1,574
+201
+15% +$124K 0.25% 49
2025
Q1 		$791K Buy
1,373
+14
+1% +$9.03K 0.2% 62
2024
Q4 		$796K Buy
1,359
+44
+3% +$25.8K 0.22% 56
2024
Q3 		$753K Sell
1,315
-70
-5% -$36K 0.22% 59
2024
Q2 		$698K Sell
1,385
-110
-7% -$53.5K 0.24% 56
2024
Q1 		$726K Buy
1,495
+78
+6% +$34.8K 0.26% 53
2023
Q4 		$502K Buy
1,417
+23
+2% +$7.49K 0.2% 63
2023
Q3 		$418K Buy
1,394
+18
+1% +$5.42K 0.21% 55
2023
Q2 		$395K Sell
1,376
-515
-27% -$127K 0.18% 52
2023
Q1 		$401K Buy
1,891
+57
+3% +$9.71K 0.2% 54
2022
Q4 		$221K Buy
+1,834
New +$215K 0.13% 70
2022
Q2 		– Sell
-1,214
Closed -$270K – 86
2022
Q1 		$270K Sell
1,214
-46
-4% -$11.5K 0.15% 57
2021
Q4 		$424K Buy
1,260
+20
+2% +$6.64K 0.21% 42
2021
Q3 		$421K Hold
1,240
– – 0.24% 41
2021
Q2 		$431K Buy
1,240
+35
+3% +$11.2K 0.25% 38
2021
Q1 		$329K Hold
1,205
– – 0.23% 35
2020
Q4 		$329K Buy
+1,205
New +$330K 0.22% 36

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

Madison Wealth Partners's META Position: Q1 2026 in Review

Madison Wealth Partners increased its Meta Platforms (Facebook) (META) stake by 16% in Q1 2026, buying an estimated $203K and bringing the position to 2,268 shares worth $1.3M. The position accounts for 0.21% of the portfolio, ranked #54.

Madison Wealth Partners first reported a position in META in Q4 2020 and has held it in 20 quarters since. 5,069 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Madison Wealth Partners held 2,268 shares of Meta Platforms (Facebook) worth $1.3M as of Q1 2026.
  • Madison Wealth Partners bought 317 Meta Platforms (Facebook) shares in Q1 2026, an estimated $203K.
  • Meta Platforms (Facebook) made up 0.21% of Madison Wealth Partners's portfolio in Q1 2026, its #54 holding.
  • Madison Wealth Partners first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 20 quarters since.
  • 5,069 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.