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Obermeyer Wealth Partners’s Meta Platforms (Facebook) META Stock Holding History

Obermeyer Wealth Partners’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 		$44.9M Buy
78,518
+93
+0.1% +$59.6K 2.07% 19
2025
Q4 		$51.8M Sell
78,425
-873
-1% -$583K 2.37% 16
2025
Q3 		$58.2M Buy
79,298
+711
+0.9% +$529K 2.73% 14
2025
Q2 		$58M Sell
78,587
-639
-0.8% -$395K 2.89% 11
2025
Q1 		$45.7M Sell
79,226
-3,147
-4% -$2.03M 2.44% 12
2024
Q4 		$48.2M Sell
82,373
-2,180
-3% -$1.28M 2.51% 11
2024
Q3 		$48.4M Sell
84,553
-3,028
-3% -$1.56M 2.59% 12
2024
Q2 		$44.2M Buy
87,581
+3,033
+4% +$1.47M 2.53% 12
2024
Q1 		$41.1M Sell
84,548
-1,490
-2% -$665K 2.42% 12
2023
Q4 		$30.5M Sell
86,038
-984
-1% -$320K 2.08% 18
2023
Q3 		$26.1M Buy
87,022
+894
+1% +$269K 1.94% 23
2023
Q2 		$24.7M Sell
86,128
-2,654
-3% -$655K 1.78% 25
2023
Q1 		$19M Buy
88,782
+714
+0.8% +$122K 1.42% 29
2022
Q4 		$10.6M Sell
88,068
-17,279
-16% -$2.03M 0.8% 34
2022
Q3 		$14.3M Sell
105,347
-1,197
-1% -$194K 1.16% 31
2022
Q2 		$17.2M Sell
106,544
-1,341
-1% -$259K 1.26% 27
2022
Q1 		$24M Buy
107,885
+880
+0.8% +$220K 1.44% 27
2021
Q4 		$36M Sell
107,005
-318
-0.3% -$106K 1.93% 26
2021
Q3 		$36.4M Buy
107,323
+386
+0.4% +$139K 2.02% 31
2021
Q2 		$37.2M Buy
106,937
+252
+0.2% +$80.8K 2.07% 27
2021
Q1 		$31.4M Buy
106,685
+1,458
+1% +$393K 1.93% 29
2020
Q4 		$28.7M Sell
105,227
-1,665
-2% -$456K 1.91% 28
2020
Q3 		$28M Buy
106,892
+735
+0.7% +$190K 2.1% 25
2020
Q2 		$24.1M Buy
106,157
+1,755
+2% +$366K 2.04% 25
2020
Q1 		$17.4M Buy
104,402
+1,080
+1% +$211K 1.86% 27
2019
Q4 		$21.2M Buy
103,322
+1,111
+1% +$215K 1.88% 28
2019
Q3 		$18.2M Sell
102,211
-7,234
-7% -$1.37M 1.68% 29
2019
Q2 		$21.1M Buy
109,445
+38,714
+55% +$7.07M 1.9% 28
2019
Q1 		$11.8M Sell
70,731
-1,044
-1% -$166K 1.11% 29
2018
Q4 		$9.41M Buy
71,775
+69,861
+3,650% +$10.1M 0.95% 32
2018
Q3 		$315K Buy
1,914
+115
+6% +$20.8K 0.03% 93
2018
Q2 		$350K Buy
1,799
+127
+8% +$22.9K 0.03% 88
2018
Q1 		$267K Sell
1,672
-110
-6% -$19.8K 0.02% 98
2017
Q4 		$314K Buy
1,782
+450
+34% +$79.5K 0.03% 96
2017
Q3 		$228K Hold
1,332
– – 0.02% 108
2017
Q2 		$201K Buy
+1,332
New +$198K 0.02% 124

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

Obermeyer Wealth Partners's META Position: Q1 2026 in Review

Obermeyer Wealth Partners increased its Meta Platforms (Facebook) (META) stake by 0.12% in Q1 2026, buying an estimated $59.6K and bringing the position to 78,518 shares worth $44.9M. The position accounts for 2.07% of the portfolio, ranked #19.

Obermeyer Wealth Partners first reported a position in META in Q2 2017 and has held it in 36 quarters since. The position peaked at $58.2M in Q3 2025. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Obermeyer Wealth Partners held 78,518 shares of Meta Platforms (Facebook) worth $44.9M as of Q1 2026.
  • Obermeyer Wealth Partners bought 93 Meta Platforms (Facebook) shares in Q1 2026, an estimated $59.6K.
  • Meta Platforms (Facebook) made up 2.07% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #19 holding.
  • Obermeyer Wealth Partners first reported a position in Meta Platforms (Facebook) in Q2 2017 and has held it in 36 quarters since.
  • Obermeyer Wealth Partners's Meta Platforms (Facebook) position peaked at $58.2M in Q3 2025.
  • 5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.