MWM
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Massachusetts Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Massachusetts 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 		$1.49M Buy
2,611
+15
+0.6% +$9.61K 0.65% 59
2025
Q4 		$1.71M Buy
2,596
+129
+5% +$86.1K 0.8% 53
2025
Q3 		$1.81M Buy
2,467
+135
+6% +$100K 0.9% 48
2025
Q2 		$1.72M Buy
2,332
+60
+3% +$37.1K 0.97% 44
2025
Q1 		$1.31M Buy
2,272
+50
+2% +$32.3K 0.9% 43
2024
Q4 		$1.3M Buy
2,222
+15
+0.7% +$8.8K 0.8% 50
2024
Q3 		$1.26M Buy
2,207
+1,361
+161% +$700K 0.8% 55
2024
Q2 		$427K Buy
846
+50
+6% +$24.3K 0.29% 77
2024
Q1 		$387K Buy
796
+50
+7% +$22.3K 0.27% 79
2023
Q4 		$264K Buy
+746
New +$243K 0.21% 86

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

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

Massachusetts Wealth Management increased its Meta Platforms (Facebook) (META) stake by 0.58% in Q1 2026, buying an estimated $9.61K and bringing the position to 2,611 shares worth $1.49M. The position accounts for 0.65% of the portfolio, ranked #59.

Massachusetts Wealth Management first reported a position in META in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.81M in Q3 2025. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Massachusetts Wealth Management held 2,611 shares of Meta Platforms (Facebook) worth $1.49M as of Q1 2026.
  • Massachusetts Wealth Management bought 15 Meta Platforms (Facebook) shares in Q1 2026, an estimated $9.61K.
  • Meta Platforms (Facebook) made up 0.65% of Massachusetts Wealth Management's portfolio in Q1 2026, its #59 holding.
  • Massachusetts Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 10 quarters since.
  • Massachusetts Wealth Management's Meta Platforms (Facebook) position peaked at $1.81M in Q3 2025.
  • 5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Massachusetts Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.