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Panoramic Investment Advisors’s Meta Platforms (Facebook) META Stock Holding History

Panoramic Investment 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 		$1.56M Buy
2,726
+89
+3% +$57K 0.84% 35
2025
Q4 		$1.74M Buy
2,637
+184
+8% +$123K 0.95% 33
2025
Q3 		$1.8M Sell
2,453
-140
-5% -$104K 1.01% 33
2025
Q2 		$1.91M Buy
2,593
+41
+2% +$25.3K 1.18% 28
2025
Q1 		$1.47M Sell
2,552
-21
-0.8% -$13.5K 0.99% 35
2024
Q4 		$1.51M Buy
2,573
+52
+2% +$30.5K 0.98% 35
2024
Q3 		$1.44M Buy
+2,521
New +$1.3M 1% 36
2024
Q1 		$1.2M Sell
2,480
-100
-4% -$44.6K 0.89% 34
2023
Q4 		$913K Buy
2,580
+50
+2% +$16.3K 0.79% 37
2023
Q3 		$760K Buy
+2,530
New +$762K 0.7% 40

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

Panoramic Investment Advisors's META Position: Q1 2026 in Review

Panoramic Investment Advisors increased its Meta Platforms (Facebook) (META) stake by 3.4% in Q1 2026, buying an estimated $57K and bringing the position to 2,726 shares worth $1.56M. The position accounts for 0.84% of the portfolio, ranked #35.

Panoramic Investment Advisors first reported a position in META in Q3 2023 and has held it in 10 quarters since. The position peaked at $1.91M in Q2 2025. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Panoramic Investment Advisors held 2,726 shares of Meta Platforms (Facebook) worth $1.56M as of Q1 2026.
  • Panoramic Investment Advisors bought 89 Meta Platforms (Facebook) shares in Q1 2026, an estimated $57K.
  • Meta Platforms (Facebook) made up 0.84% of Panoramic Investment Advisors's portfolio in Q1 2026, its #35 holding.
  • Panoramic Investment Advisors first reported a position in Meta Platforms (Facebook) in Q3 2023 and has held it in 10 quarters since.
  • Panoramic Investment Advisors's Meta Platforms (Facebook) position peaked at $1.91M in Q2 2025.
  • 5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Panoramic Investment Advisors's 13F filing for Q1 2026, filed 7 May 2026.