MWM
META icon

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

Momentous 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 		$875K Sell
1,530
-29
-2% -$18.6K 0.5% 17
2025
Q4 		$1.03M Sell
1,559
-274
-15% -$183K 0.58% 14
2025
Q3 		$1.35M Buy
1,833
+834
+83% +$621K 0.85% 13
2025
Q2 		$737K Sell
999
-124
-11% -$76.6K 0.48% 16
2025
Q1 		$647K Buy
1,123
+70
+7% +$45.2K 0.46% 21
2024
Q4 		$617K Buy
+1,053
New +$618K 0.51% 17

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

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

Momentous Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 1.9% in Q1 2026, selling an estimated $18.6K and leaving 1,530 shares worth $875K. The position accounts for 0.5% of the portfolio, ranked #17.

Momentous Wealth Management first reported a position in META in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.35M in Q3 2025. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Momentous Wealth Management held 1,530 shares of Meta Platforms (Facebook) worth $875K as of Q1 2026.
  • Momentous Wealth Management sold 29 Meta Platforms (Facebook) shares in Q1 2026, an estimated $18.6K.
  • Meta Platforms (Facebook) made up 0.5% of Momentous Wealth Management's portfolio in Q1 2026, its #17 holding.
  • Momentous Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 6 quarters since.
  • Momentous Wealth Management's Meta Platforms (Facebook) position peaked at $1.35M in Q3 2025.
  • 5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Momentous Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.