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

Mindset 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 		$3.09M Buy
5,403
+101
+2% +$64.7K 0.83% 9
2025
Q4 		$3.5M Buy
5,302
+272
+5% +$182K 0.92% 7
2025
Q3 		$3.69M Buy
5,030
+628
+14% +$467K 1.01% 7
2025
Q2 		$3.25M Sell
4,402
-88
-2% -$54.4K 1.06% 5
2025
Q1 		$2.59M Buy
4,490
+450
+11% +$290K 1.01% 6
2024
Q4 		$2.37M Sell
4,040
-38
-0.9% -$22.3K 0.86% 9
2024
Q3 		$2.33M Buy
+4,078
New +$2.1M 0.96% 6

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

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

Mindset Wealth Management increased its Meta Platforms (Facebook) (META) stake by 1.9% in Q1 2026, buying an estimated $64.7K and bringing the position to 5,403 shares worth $3.09M. The position accounts for 0.83% of the portfolio, ranked #9.

Mindset Wealth Management first reported a position in META in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.69M in Q3 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Mindset Wealth Management held 5,403 shares of Meta Platforms (Facebook) worth $3.09M as of Q1 2026.
  • Mindset Wealth Management bought 101 Meta Platforms (Facebook) shares in Q1 2026, an estimated $64.7K.
  • Meta Platforms (Facebook) made up 0.83% of Mindset Wealth Management's portfolio in Q1 2026, its #9 holding.
  • Mindset Wealth Management first reported a position in Meta Platforms (Facebook) in Q3 2024 and has held it in 7 quarters since.
  • Mindset Wealth Management's Meta Platforms (Facebook) position peaked at $3.69M in Q3 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.