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
2021 Q1	–	Sell	-5,800	Closed	-$37K	–	815
2020 Q4	$37K	Hold	5,800	–	–	﹤0.01%	842
2020 Q3	$108K	Sell	5,800 -2,000	-26%	-$516K	0.02%	374
2020 Q2	$95K	Buy	+7,800	New	+$1.63M	0.02%	347
2020 Q1	–	Sell	-10,300	Closed	-$65K	–	334
2019 Q4	$65K	Buy	+10,300	New	+$2M	0.01%	263
2019 Q3	–	Sell	-10,800	Closed	-$31K	–	255
2019 Q2	$31K	Buy	+10,800	New	+$1.97M	0.01%	244

Other funds holding META

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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.