PWM
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Perigon Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Perigon Wealth Management’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 		– Hold
0
– -$664K – 1372
2025
Q4 		– Hold
0
– – – 673

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

Perigon Wealth Management's META Position: Q1 2026 in Review

Perigon Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 0.8% in Q1 2026, selling an estimated $383K and leaving 74,279 shares worth $42.5M. The position accounts for 0.77% of the portfolio, ranked #20.

Perigon Wealth Management first reported a position in META in Q4 2013 and has held it in 50 quarters since. The position peaked at $52.6M in Q3 2025. 5,066 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Perigon Wealth Management held 74,279 shares of Meta Platforms (Facebook) worth $42.5M as of Q1 2026.
  • Perigon Wealth Management sold 597 Meta Platforms (Facebook) shares in Q1 2026, an estimated $383K.
  • Meta Platforms (Facebook) made up 0.77% of Perigon Wealth Management's portfolio in Q1 2026, its #20 holding.
  • Perigon Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2013 and has held it in 50 quarters since.
  • Perigon Wealth Management's Meta Platforms (Facebook) position peaked at $52.6M in Q3 2025.
  • 5,066 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.