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

Marcum Wealth’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
2025
Q1 		$4.17M Buy
7,237
+261
+4% +$168K 0.36% 33
2024
Q4 		$4.08M Buy
6,976
+528
+8% +$310K 0.35% 36
2024
Q3 		$3.69M Buy
6,448
+225
+4% +$116K 0.34% 32
2024
Q2 		$3.14M Buy
6,223
+413
+7% +$201K 0.31% 37
2024
Q1 		$2.82M Buy
5,810
+130
+2% +$58K 0.29% 34
2023
Q4 		$2.01M Buy
5,680
+48
+0.9% +$15.6K 0.21% 53
2023
Q3 		$1.69M Buy
5,632
+373
+7% +$112K 0.2% 56
2023
Q2 		$1.51M Buy
5,259
+13
+0.2% +$3.21K 0.18% 61
2023
Q1 		$1.11M Buy
5,246
+346
+7% +$58.9K 0.14% 84
2022
Q4 		$590K Sell
4,900
-400
-8% -$47K 0.08% 149
2022
Q3 		$719K Sell
5,300
-117
-2% -$19K 0.11% 115
2022
Q2 		$873K Buy
5,417
+115
+2% +$22.2K 0.13% 99
2022
Q1 		$1.18M Buy
5,302
+515
+11% +$129K 0.16% 81
2021
Q4 		$1.61M Sell
4,787
-433
-8% -$144K 0.22% 62
2021
Q3 		$1.77M Buy
5,220
+1,065
+26% +$384K 0.28% 48
2021
Q2 		$1.45M Sell
4,155
-2,092
-33% -$671K 0.23% 55
2021
Q1 		$1.84M Buy
6,247
+2,698
+76% +$726K 0.3% 37
2020
Q4 		$969K Buy
3,549
+1,683
+90% +$461K 0.23% 37
2020
Q3 		$489K Buy
1,866
+135
+8% +$34.8K 0.15% 47
2020
Q2 		$393K Sell
1,731
-141
-8% -$29.4K 0.12% 68
2020
Q1 		$312K Buy
1,872
+83
+5% +$16.3K 0.12% 57
2019
Q4 		$367K Buy
+1,789
New +$347K 0.14% 69

Other funds holding META

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Marcum Wealth's META Position: Q1 2025 in Review

Marcum Wealth increased its Meta Platforms (Facebook) (META) stake by 3.7% in Q1 2025, buying an estimated $168K and bringing the position to 7,237 shares worth $4.17M. The position accounts for 0.36% of the portfolio, ranked #33.

Marcum Wealth first reported a position in META in Q4 2019 and has held it in 22 quarters since. 4,693 funds tracked by Wall St. Rank hold META as of Q1 2025.

  • Marcum Wealth held 7,237 shares of Meta Platforms (Facebook) worth $4.17M as of Q1 2025.
  • Marcum Wealth bought 261 Meta Platforms (Facebook) shares in Q1 2025, an estimated $168K.
  • Meta Platforms (Facebook) made up 0.36% of Marcum Wealth's portfolio in Q1 2025, its #33 holding.
  • Marcum Wealth first reported a position in Meta Platforms (Facebook) in Q4 2019 and has held it in 22 quarters since.
  • 4,693 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.