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

MGB 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
2025
Q4 		$843K Buy
1,276
+35
+3% +$23.4K 0.24% 89
2025
Q3 		$914K Buy
1,241
+60
+5% +$44.7K 0.26% 81
2025
Q2 		$871K Sell
1,181
-60
-5% -$37.1K 0.29% 85
2025
Q1 		$715K Buy
1,241
+75
+6% +$48.4K 0.26% 93
2024
Q4 		$684K Buy
1,166
+296
+34% +$174K 0.21% 89
2024
Q3 		$498K Buy
870
+140
+19% +$72K 0.18% 119
2024
Q2 		$367K Hold
730
– – 0.14% 138
2024
Q1 		$356K Buy
+730
New +$326K 0.14% 141

Other funds holding META

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

MGB Wealth Management's META Position: Q4 2025 in Review

MGB Wealth Management increased its Meta Platforms (Facebook) (META) stake by 2.8% in Q4 2025, buying an estimated $23.4K and bringing the position to 1,276 shares worth $843K. The position accounts for 0.24% of the portfolio, ranked #89.

MGB Wealth Management first reported a position in META in Q1 2024 and has held it in 8 quarters since. The position peaked at $914K in Q3 2025. 5,160 funds tracked by Wall St. Rank hold META as of Q4 2025.

  • MGB Wealth Management held 1,276 shares of Meta Platforms (Facebook) worth $843K as of Q4 2025.
  • MGB Wealth Management bought 35 Meta Platforms (Facebook) shares in Q4 2025, an estimated $23.4K.
  • Meta Platforms (Facebook) made up 0.24% of MGB Wealth Management's portfolio in Q4 2025, its #89 holding.
  • MGB Wealth Management first reported a position in Meta Platforms (Facebook) in Q1 2024 and has held it in 8 quarters since.
  • MGB Wealth Management's Meta Platforms (Facebook) position peaked at $914K in Q3 2025.
  • 5,160 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.