NWF Advisory Services’s Meta Platforms (Facebook) META Stock Holding History

NWF Advisory Services’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	$2.86M	Sell	5,002 -416	-8%	-$267K	0.32%	64
2025 Q4	$3.58M	Sell	5,418 -91	-2%	-$60.8K	0.4%	58
2025 Q3	$4.05M	Buy	5,509 +87	+2%	+$64.8K	0.44%	51
2025 Q2	$4M	Buy	5,422 +1,281	+31%	+$792K	0.48%	48
2025 Q1	$2.39M	Buy	4,141 +768	+23%	+$495K	0.34%	62
2024 Q4	$1.97M	Sell	3,373 -716	-18%	-$420K	0.29%	58
2024 Q3	$2.34M	Buy	4,089 +799	+24%	+$411K	0.34%	62
2024 Q2	$1.66M	Buy	3,290 +331	+11%	+$161K	0.26%	66
2024 Q1	$1.44M	Buy	2,959 +680	+30%	+$303K	0.24%	77
2023 Q4	$807K	Buy	2,279 +325	+17%	+$106K	0.16%	108
2023 Q3	$587K	Sell	1,954 -100	-5%	-$30.1K	0.14%	123
2023 Q2	$589K	Hold	2,054	–	–	0.14%	123
2023 Q1	$589K	Buy	+2,054	New	+$350K	0.14%	123

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

NWF Advisory Services's META Position: Q1 2026 in Review

NWF Advisory Services reduced its Meta Platforms (Facebook) (META) stake by 7.7% in Q1 2026, selling an estimated $267K and leaving 5,002 shares worth $2.86M. The position accounts for 0.32% of the portfolio, ranked #64.

NWF Advisory Services first reported a position in META in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.05M in Q3 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

NWF Advisory Services held 5,002 shares of Meta Platforms (Facebook) worth $2.86M as of Q1 2026.
NWF Advisory Services sold 416 Meta Platforms (Facebook) shares in Q1 2026, an estimated $267K.
Meta Platforms (Facebook) made up 0.32% of NWF Advisory Services's portfolio in Q1 2026, its #64 holding.
NWF Advisory Services first reported a position in Meta Platforms (Facebook) in Q1 2023 and has held it in 13 quarters since.
NWF Advisory Services's Meta Platforms (Facebook) position peaked at $4.05M in Q3 2025.
5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.