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Peloton Wealth Strategists’s Meta Platforms (Facebook) META Stock Holding History

Peloton Wealth Strategists’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 		$418K Buy
730
+365
+100% +$234K 0.17% 75
2025
Q4 		$241K Buy
365
+75
+26% +$50.1K 0.09% 85
2025
Q3 		$213K Buy
290
+5
+2% +$3.72K 0.08% 90
2025
Q2 		$210K Buy
+285
New +$176K 0.08% 87
2022
Q1 		– Sell
-1,665
Closed -$560K – 89
2021
Q4 		$560K Sell
1,665
-4,745
-74% -$1.58M 0.22% 74
2021
Q3 		$2.17M Sell
6,410
-4,285
-40% -$1.54M 0.89% 44
2021
Q2 		$3.72M Sell
10,695
-710
-6% -$228K 1.53% 28
2021
Q1 		$3.36M Sell
11,405
-180
-2% -$48.5K 1.58% 27
2020
Q4 		$3.17M Hold
11,585
– – 1.57% 28
2020
Q3 		$3.03M Sell
11,585
-55
-0.5% -$14.2K 1.7% 27
2020
Q2 		$2.64M Sell
11,640
-100
-0.9% -$20.9K 1.66% 27
2020
Q1 		$1.96M Sell
11,740
-600
-5% -$117K 1.6% 29
2019
Q4 		$2.53M Buy
12,340
+450
+4% +$87.2K 1.54% 29
2019
Q3 		$2.12M Hold
11,890
– – 1.35% 33
2019
Q2 		$2.29M Buy
11,890
+465
+4% +$85K 1.54% 32
2019
Q1 		$1.9M Buy
11,425
+75
+0.7% +$11.9K 1.32% 37
2018
Q4 		$1.49M Sell
11,350
-1,150
-9% -$167K 1.21% 41
2018
Q3 		$2.06M Sell
12,500
-74,750
-86% -$13.5M 1.41% 36
2018
Q2 		$3.89M Sell
87,250
-200
-0.2% -$36.1K 2.82% 6
2018
Q1 		$3.59M Buy
87,450
+6,275
+8% +$1.13M 2.7% 5
2017
Q4 		$2.82M Sell
81,175
-800
-1% -$141K 2.1% 18
2017
Q3 		$2.71M Sell
81,975
-425
-0.5% -$70.9K 2.09% 16
2017
Q2 		$2.24M Buy
82,400
+5,250
+7% +$781K 1.74% 23
2017
Q1 		$2.17M Buy
77,150
+72,950
+1,737% +$9.75M 1.78% 22
2016
Q4 		$483K Sell
4,200
-150
-3% -$18.4K 0.39% 68
2016
Q3 		$558K Buy
+4,350
New +$540K 0.46% 66
2016
Q1 		$205K Buy
+1,800
New +$190K 0.17% 72
2014
Q3 		– Sell
-4,450
Closed -$509K – 92
2014
Q2 		$509K Buy
+4,450
New +$274K 0.45% 64

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

Peloton Wealth Strategists's META Position: Q1 2026 in Review

Peloton Wealth Strategists increased its Meta Platforms (Facebook) (META) stake by 100% in Q1 2026, buying an estimated $234K and bringing the position to 730 shares worth $418K. The position accounts for 0.17% of the portfolio, ranked #75.

Peloton Wealth Strategists first reported a position in META in Q2 2014 and has held it in 28 quarters since. The position peaked at $3.89M in Q2 2018. 5,066 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Peloton Wealth Strategists held 730 shares of Meta Platforms (Facebook) worth $418K as of Q1 2026.
  • Peloton Wealth Strategists bought 365 Meta Platforms (Facebook) shares in Q1 2026, an estimated $234K.
  • Meta Platforms (Facebook) made up 0.17% of Peloton Wealth Strategists's portfolio in Q1 2026, its #75 holding.
  • Peloton Wealth Strategists first reported a position in Meta Platforms (Facebook) in Q2 2014 and has held it in 28 quarters since.
  • Peloton Wealth Strategists's Meta Platforms (Facebook) position peaked at $3.89M in Q2 2018.
  • 5,066 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Peloton Wealth Strategists's 13F filing for Q1 2026, filed 14 May 2026.