MGWM
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Marks Group Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Marks Group 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 		$12.4M Sell
21,595
-3,661
-14% -$2.35M 1.19% 14
2025
Q4 		$16.7M Buy
25,256
+8,700
+53% +$5.81M 1.6% 7
2025
Q3 		$12.2M Sell
16,556
-5,348
-24% -$3.98M 1.13% 11
2025
Q2 		$16.2M Sell
21,904
-391
-2% -$242K 1.5% 7
2025
Q1 		$12.9M Sell
22,295
-546
-2% -$352K 1.24% 9
2024
Q4 		$13.4M Sell
22,841
-284
-1% -$167K 1.32% 10
2024
Q3 		$13.2M Sell
23,125
-242
-1% -$125K 1.26% 10
2024
Q2 		$11.8M Sell
23,367
-432
-2% -$210K 1.24% 10
2024
Q1 		$11.6M Buy
23,799
+5,603
+31% +$2.5M 1.21% 11
2023
Q4 		$6.44M Sell
18,196
-409
-2% -$133K 0.73% 62
2023
Q3 		$5.59M Sell
18,605
-845
-4% -$255K 0.69% 68
2023
Q2 		$5.58M Sell
19,450
-427
-2% -$105K 0.66% 66
2023
Q1 		$4.21M Buy
+19,877
New +$3.39M 0.54% 78
2022
Q4 		– Sell
-26,095
Closed -$3.54M – 287
2022
Q3 		$3.54M Buy
26,095
+1,169
+5% +$189K 0.54% 72
2022
Q2 		$4.02M Buy
24,926
+1,927
+8% +$372K 0.58% 72
2022
Q1 		$5.11M Sell
22,999
-15,196
-40% -$3.8M 0.64% 66
2021
Q4 		$12.8M Buy
38,195
+1,529
+4% +$508K 1.56% 6
2021
Q3 		$12.4M Buy
36,666
+352
+1% +$127K 1.68% 5
2021
Q2 		$12.6M Sell
36,314
-1,891
-5% -$607K 1.74% 4
2021
Q1 		$11.2M Buy
38,205
+10,321
+37% +$2.78M 1.67% 5
2020
Q4 		$7.62M Buy
27,884
+929
+3% +$255K 1.19% 11
2020
Q3 		$7.06M Buy
26,955
+10,887
+68% +$2.81M 1.28% 10
2020
Q2 		$3.64M Buy
+16,068
New +$3.35M 0.74% 61

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

Marks Group Wealth Management's META Position: Q1 2026 in Review

Marks Group Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 14% in Q1 2026, selling an estimated $2.35M and leaving 21,595 shares worth $12.4M. The position accounts for 1.19% of the portfolio, ranked #14.

Marks Group Wealth Management first reported a position in META in Q2 2020 and has held it in 23 quarters since. The position peaked at $16.7M in Q4 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Marks Group Wealth Management held 21,595 shares of Meta Platforms (Facebook) worth $12.4M as of Q1 2026.
  • Marks Group Wealth Management sold 3,661 Meta Platforms (Facebook) shares in Q1 2026, an estimated $2.35M.
  • Meta Platforms (Facebook) made up 1.19% of Marks Group Wealth Management's portfolio in Q1 2026, its #14 holding.
  • Marks Group Wealth Management first reported a position in Meta Platforms (Facebook) in Q2 2020 and has held it in 23 quarters since.
  • Marks Group Wealth Management's Meta Platforms (Facebook) position peaked at $16.7M in Q4 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.