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

Peterson 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 		$575K Buy
1,005
+10
+1% +$6.41K 0.08% 58
2025
Q4 		$657K Sell
995
-56
-5% -$37.4K 0.09% 56
2025
Q3 		$750K Buy
1,051
+40
+4% +$29.8K 0.11% 51
2025
Q2 		$746K Hold
1,011
– – 0.12% 50
2025
Q1 		$522K Sell
1,011
-399
-28% -$257K 0.1% 56
2024
Q4 		$853K Sell
1,410
-42
-3% -$24.7K 0.15% 37
2024
Q3 		$831K Sell
1,452
-2
-0.1% -$1.03K 0.16% 36
2024
Q2 		$733K Sell
1,454
-3
-0.2% -$1.46K 0.15% 35
2024
Q1 		$708K Sell
1,457
-11
-0.7% -$4.91K 0.15% 37
2023
Q4 		$520K Buy
1,468
+28
+2% +$9.12K 0.12% 44
2023
Q3 		$432K Hold
1,440
– – 0.12% 43
2023
Q2 		$412K Buy
+1,440
New +$355K 0.11% 45
2022
Q4 		– Sell
-1,607
Closed -$218K – 66
2022
Q3 		$218K Buy
1,607
+15
+0.9% +$2.43K 0.07% 53
2022
Q2 		$257K Buy
1,592
+10
+0.6% +$1.93K 0.08% 49
2022
Q1 		$352K Buy
1,582
+687
+77% +$172K 0.1% 47
2021
Q4 		$301K Buy
895
+100
+13% +$33.2K 0.09% 50
2021
Q3 		$270K Hold
795
– – 0.09% 47
2021
Q2 		$276K Buy
795
+70
+10% +$22.5K 0.1% 47
2021
Q1 		$214K Buy
+725
New +$195K 0.09% 49

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

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

Peterson Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 1% in Q1 2026, buying an estimated $6.41K and bringing the position to 1,005 shares worth $575K. The position accounts for 0.08% of the portfolio, ranked #58.

Peterson Wealth Advisors first reported a position in META in Q1 2021 and has held it in 19 quarters since. The position peaked at $853K in Q4 2024. 5,069 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Peterson Wealth Advisors held 1,005 shares of Meta Platforms (Facebook) worth $575K as of Q1 2026.
  • Peterson Wealth Advisors bought 10 Meta Platforms (Facebook) shares in Q1 2026, an estimated $6.41K.
  • Meta Platforms (Facebook) made up 0.08% of Peterson Wealth Advisors's portfolio in Q1 2026, its #58 holding.
  • Peterson Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q1 2021 and has held it in 19 quarters since.
  • Peterson Wealth Advisors's Meta Platforms (Facebook) position peaked at $853K in Q4 2024.
  • 5,069 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Peterson Wealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.