OWA
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Outlook Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History

Outlook Wealth Advisors’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 		$1.3M Sell
2,267
-78
-3% -$50K 0.31% 67
2025
Q4 		$1.55M Sell
2,345
-24
-1% -$16K 0.35% 57
2025
Q3 		$1.74M Sell
2,369
-132
-5% -$98.2K 0.43% 51
2025
Q2 		$1.85M Buy
2,501
+27
+1% +$16.7K 0.47% 43
2025
Q1 		$1.43M Sell
2,474
-47
-2% -$30.3K 0.4% 51
2024
Q4 		$1.48M Buy
2,521
+33
+1% +$19.4K 0.42% 47
2024
Q3 		$1.42M Buy
2,488
+57
+2% +$29.3K 0.41% 47
2024
Q2 		$1.23M Buy
2,431
+617
+34% +$300K 0.38% 50
2024
Q1 		$881K Buy
+1,814
New +$809K 0.27% 77
2022
Q1 		– Sell
-641
Closed -$216K – 209
2021
Q4 		$216K Sell
641
-1,988
-76% -$660K 0.06% 191
2021
Q3 		$892K Sell
2,629
-18
-0.7% -$6.48K 0.29% 85
2021
Q2 		$920K Buy
2,647
+123
+5% +$39.5K 0.29% 85
2021
Q1 		$743K Buy
2,524
+647
+34% +$174K 0.26% 88
2020
Q4 		$513K Buy
1,877
+60
+3% +$16.4K 0.19% 126
2020
Q3 		$476K Buy
1,817
+113
+7% +$29.1K 0.19% 117
2020
Q2 		$387K Buy
1,704
+163
+11% +$34K 0.16% 125
2020
Q1 		$257K Buy
1,541
+251
+19% +$49.1K 0.15% 134
2019
Q4 		$265K Sell
1,290
-923
-42% -$179K 0.15% 126
2019
Q3 		$394K Sell
2,213
-21
-0.9% -$3.99K 0.23% 97
2019
Q2 		$431K Buy
2,234
+213
+11% +$38.9K 0.28% 89
2019
Q1 		$337K Buy
2,021
+1,635
+424% +$260K 0.28% 95
2018
Q4 		$506K Buy
+386
New +$55.9K 0.23% 110

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

Outlook Wealth Advisors's META Position: Q1 2026 in Review

Outlook Wealth Advisors reduced its Meta Platforms (Facebook) (META) stake by 3.3% in Q1 2026, selling an estimated $50K and leaving 2,267 shares worth $1.3M. The position accounts for 0.31% of the portfolio, ranked #67.

Outlook Wealth Advisors first reported a position in META in Q4 2018 and has held it in 22 quarters since. The position peaked at $1.85M in Q2 2025. 5,066 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Outlook Wealth Advisors held 2,267 shares of Meta Platforms (Facebook) worth $1.3M as of Q1 2026.
  • Outlook Wealth Advisors sold 78 Meta Platforms (Facebook) shares in Q1 2026, an estimated $50K.
  • Meta Platforms (Facebook) made up 0.31% of Outlook Wealth Advisors's portfolio in Q1 2026, its #67 holding.
  • Outlook Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2018 and has held it in 22 quarters since.
  • Outlook Wealth Advisors's Meta Platforms (Facebook) position peaked at $1.85M in Q2 2025.
  • 5,066 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.