MPWM Advisory Solutions’s Meta Platforms (Facebook) META Stock Holding History

MPWM Advisory Solutions’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	$572K	Sell	999 -48	-5%	-$30.8K	0.3%	54
2025 Q4	$691K	Sell	1,047 -118	-10%	-$78.8K	0.38%	43
2025 Q3	$856K	Sell	1,165 -4	-0.3%	-$2.98K	0.51%	31
2025 Q2	$863K	Sell	1,169 -1	-0.1%	-$618	0.55%	29
2025 Q1	$674K	Sell	1,170 -55	-4%	-$35.5K	0.49%	30
2024 Q4	$717K	Buy	+1,225	New	+$719K	0.52%	29

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

MPWM Advisory Solutions's META Position: Q1 2026 in Review

MPWM Advisory Solutions reduced its Meta Platforms (Facebook) (META) stake by 4.6% in Q1 2026, selling an estimated $30.8K and leaving 999 shares worth $572K. The position accounts for 0.3% of the portfolio, ranked #54.

MPWM Advisory Solutions first reported a position in META in Q4 2024 and has held it in 6 quarters since. The position peaked at $863K in Q2 2025. 5,066 funds tracked by Wall St. Rank hold META as of Q1 2026.

MPWM Advisory Solutions held 999 shares of Meta Platforms (Facebook) worth $572K as of Q1 2026.
MPWM Advisory Solutions sold 48 Meta Platforms (Facebook) shares in Q1 2026, an estimated $30.8K.
Meta Platforms (Facebook) made up 0.3% of MPWM Advisory Solutions's portfolio in Q1 2026, its #54 holding.
MPWM Advisory Solutions first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 6 quarters since.
MPWM Advisory Solutions's Meta Platforms (Facebook) position peaked at $863K in Q2 2025.
5,066 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.