MWM
META icon

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

Mission 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 		$22.1M Sell
38,680
-3,031
-7% -$1.94M 0.46% 39
2025
Q4 		$27.5M Buy
41,711
+824
+2% +$550K 0.55% 31
2025
Q3 		$30M Sell
40,887
-945
-2% -$703K 0.6% 29
2025
Q2 		$30.9M Sell
41,832
-1,352
-3% -$835K 0.66% 26
2025
Q1 		$24.9M Buy
43,184
+9,032
+26% +$5.83M 0.61% 25
2024
Q4 		$20M Buy
34,152
+1,990
+6% +$1.17M 0.47% 36
2024
Q3 		$18.4M Buy
32,162
+6,965
+28% +$3.58M 0.45% 33
2024
Q2 		$12.7M Buy
25,197
+1,324
+6% +$644K 0.34% 39
2024
Q1 		$11.6M Buy
23,873
+12,317
+107% +$5.49M 0.3% 47
2023
Q4 		$4.09M Buy
11,556
+520
+5% +$169K 0.13% 91
2023
Q3 		$3.31M Buy
11,036
+620
+6% +$187K 0.12% 92
2023
Q2 		$2.99M Buy
10,416
+890
+9% +$220K 0.11% 93
2023
Q1 		$2.02M Sell
9,526
-265
-3% -$45.1K 0.08% 133
2022
Q4 		$1.18M Sell
9,791
-526
-5% -$61.8K 0.06% 183
2022
Q3 		$1.4M Sell
10,317
-941
-8% -$153K 0.07% 142
2022
Q2 		$1.81M Buy
11,258
+648
+6% +$125K 0.1% 117
2022
Q1 		$2.36M Buy
10,610
+348
+3% +$87K 0.11% 101
2021
Q4 		$3.45M Buy
10,262
+662
+7% +$220K 0.16% 76
2021
Q3 		$3.26M Buy
9,600
+218
+2% +$78.5K 0.17% 72
2021
Q2 		$3.26M Sell
9,382
-49
-0.5% -$15.7K 0.17% 68
2021
Q1 		$2.78M Sell
9,431
-1,457
-13% -$392K 0.16% 74
2020
Q4 		$2.97M Buy
10,888
+720
+7% +$197K 0.19% 63
2020
Q3 		$2.66M Sell
10,168
-3
-0% -$774 0.2% 62
2020
Q2 		$2.31M Sell
10,171
-3,651
-26% -$762K 0.2% 64
2020
Q1 		$2.31M Sell
13,822
-5,529
-29% -$1.08M 0.25% 55
2019
Q4 		$3.97M Buy
19,351
+441
+2% +$85.4K 0.38% 38
2019
Q3 		$3.37M Sell
18,910
-1,256
-6% -$239K 0.36% 41
2019
Q2 		$3.89M Buy
20,166
+10,586
+111% +$1.93M 0.44% 36
2019
Q1 		$1.6M Sell
9,580
-481
-5% -$76.5K 0.19% 66
2018
Q4 		$1.32M Sell
10,061
-365
-4% -$52.9K 0.17% 71
2018
Q3 		$1.72M Buy
10,426
+386
+4% +$69.9K 0.23% 61
2018
Q2 		$1.95M Buy
10,040
+531
+6% +$96K 0.29% 49
2018
Q1 		$1.52M Buy
9,509
+42
+0.4% +$7.54K 0.25% 47
2017
Q4 		$1.67M Buy
9,467
+580
+7% +$103K 0.29% 43
2017
Q3 		$1.52M Buy
8,887
+185
+2% +$30.9K 0.28% 45
2017
Q2 		$1.31M Sell
8,702
-7
-0.1% -$1.04K 0.25% 50
2017
Q1 		$1.24M Buy
8,709
+555
+7% +$74.2K 0.24% 51
2016
Q4 		$938K Buy
8,154
+557
+7% +$68.4K 0.19% 62
2016
Q3 		$974K Buy
7,597
+253
+3% +$31.4K 0.24% 52
2016
Q2 		$839K Buy
7,344
+1,528
+26% +$176K 0.22% 49
2016
Q1 		$664K Buy
5,816
+2,205
+61% +$233K 0.18% 62
2015
Q4 		$378K Buy
3,611
+392
+12% +$40.3K 0.11% 84
2015
Q3 		$289K Buy
+3,219
New +$295K 0.09% 99

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

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

Mission Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 7.3% in Q1 2026, selling an estimated $1.94M and leaving 38,680 shares worth $22.1M. The position accounts for 0.46% of the portfolio, ranked #39.

Mission Wealth Management first reported a position in META in Q3 2015 and has held it in 43 quarters since. The position peaked at $30.9M in Q2 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Mission Wealth Management held 38,680 shares of Meta Platforms (Facebook) worth $22.1M as of Q1 2026.
  • Mission Wealth Management sold 3,031 Meta Platforms (Facebook) shares in Q1 2026, an estimated $1.94M.
  • Meta Platforms (Facebook) made up 0.46% of Mission Wealth Management's portfolio in Q1 2026, its #39 holding.
  • Mission Wealth Management first reported a position in Meta Platforms (Facebook) in Q3 2015 and has held it in 43 quarters since.
  • Mission Wealth Management's Meta Platforms (Facebook) position peaked at $30.9M in Q2 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

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