Mowery & Schoenfeld Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Mowery & Schoenfeld 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	$173K	Sell	302 -78	-21%	-$50K	0.26%	61
2025 Q4	$251K	Buy	380 +73	+24%	+$48.7K	0.36%	41
2025 Q3	$225K	Sell	307 -38	-11%	-$28.3K	0.39%	45
2025 Q2	$255K	Sell	345 -7	-2%	-$4.33K	0.39%	38
2025 Q1	$203K	Buy	352 +7	+2%	+$4.52K	0.4%	47
2024 Q4	$202K	Buy	345 +69	+25%	+$40.5K	0.39%	44
2024 Q3	$158K	Buy	276 +224	+431%	+$115K	0.25%	49
2024 Q2	$26.2K	Buy	52 +51	+5,100%	+$24.8K	0.04%	134
2024 Q1	$486	Hold	1	–	–	﹤0.01%	148
2023 Q4	$354	Buy	+1	New	+$326	﹤0.01%	159

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

Mowery & Schoenfeld Wealth Management's META Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 21% in Q1 2026, selling an estimated $50K and leaving 302 shares worth $173K. The position accounts for 0.26% of the portfolio, ranked #61.

Mowery & Schoenfeld Wealth Management first reported a position in META in Q4 2023 and has held it in 10 quarters since. The position peaked at $255K in Q2 2025. 5,069 funds tracked by Wall St. Rank hold META as of Q1 2026.

Mowery & Schoenfeld Wealth Management held 302 shares of Meta Platforms (Facebook) worth $173K as of Q1 2026.
Mowery & Schoenfeld Wealth Management sold 78 Meta Platforms (Facebook) shares in Q1 2026, an estimated $50K.
Meta Platforms (Facebook) made up 0.26% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #61 holding.
Mowery & Schoenfeld Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 10 quarters since.
Mowery & Schoenfeld Wealth Management's Meta Platforms (Facebook) position peaked at $255K in Q2 2025.
5,069 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.