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

Moran 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	$20.6M	Buy	35,969 +1,881	+6%	+$1.21M	0.63%	37
2025 Q4	$22.5M	Buy	34,088 +2,738	+9%	+$1.83M	0.69%	31
2025 Q3	$23M	Buy	31,350 +825	+3%	+$614K	0.69%	34
2025 Q2	$22.5M	Buy	30,525 +449	+1%	+$277K	0.69%	32
2025 Q1	$17.3M	Sell	30,076 -478	-2%	-$308K	0.58%	51
2024 Q4	$17.9M	Buy	30,554 +646	+2%	+$379K	0.57%	53
2024 Q3	$17.1M	Buy	29,908 +106	+0.4%	+$54.5K	0.53%	65
2024 Q2	$15M	Buy	29,802 +353	+1%	+$172K	0.49%	69
2024 Q1	$14.3M	Buy	29,449 +208	+0.7%	+$92.8K	0.46%	76
2023 Q4	$10.4M	Buy	29,241 +1,249	+4%	+$407K	0.37%	94
2023 Q3	$8.4M	Buy	27,992 +25,322	+948%	+$7.63M	0.33%	113
2023 Q2	$766K	Buy	+2,670	New	+$659K	0.03%	265

Other funds holding META

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Moran Wealth Management increased its Meta Platforms (Facebook) (META) stake by 5.5% in Q1 2026, buying an estimated $1.21M and bringing the position to 35,969 shares worth $20.6M. The position accounts for 0.63% of the portfolio, ranked #37.

Moran Wealth Management first reported a position in META in Q2 2023 and has held it in 12 quarters since. The position peaked at $23M in Q3 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

Moran Wealth Management held 35,969 shares of Meta Platforms (Facebook) worth $20.6M as of Q1 2026.
Moran Wealth Management bought 1,881 Meta Platforms (Facebook) shares in Q1 2026, an estimated $1.21M.
Meta Platforms (Facebook) made up 0.63% of Moran Wealth Management's portfolio in Q1 2026, its #37 holding.
Moran Wealth Management first reported a position in Meta Platforms (Facebook) in Q2 2023 and has held it in 12 quarters since.
Moran Wealth Management's Meta Platforms (Facebook) position peaked at $23M in Q3 2025.
5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.