MWA
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Medallion Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History

Medallion Wealth Advisors’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 		$497K Buy
869
+31
+4% +$19.9K 0.16% 130
2025
Q4 		$553K Buy
838
+23
+3% +$15.4K 0.19% 116
2025
Q3 		$599K Hold
815
– – 0.21% 111
2025
Q2 		$590K Buy
815
+121
+17% +$74.8K 0.23% 105
2025
Q1 		$405K Buy
694
+124
+22% +$80K 0.18% 121
2024
Q4 		$332K Buy
+570
New +$335K 0.16% 132

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

Medallion Wealth Advisors's META Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 3.7% in Q1 2026, buying an estimated $19.9K and bringing the position to 869 shares worth $497K. The position accounts for 0.16% of the portfolio, ranked #130.

Medallion Wealth Advisors first reported a position in META in Q4 2024 and has held it in 6 quarters since. The position peaked at $599K in Q3 2025. 5,069 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Medallion Wealth Advisors held 869 shares of Meta Platforms (Facebook) worth $497K as of Q1 2026.
  • Medallion Wealth Advisors bought 31 Meta Platforms (Facebook) shares in Q1 2026, an estimated $19.9K.
  • Meta Platforms (Facebook) made up 0.16% of Medallion Wealth Advisors's portfolio in Q1 2026, its #130 holding.
  • Medallion Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Meta Platforms (Facebook) position peaked at $599K in Q3 2025.
  • 5,069 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.