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

Peterson 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 		$2.69M Buy
4,697
+199
+4% +$128K 1.56% 19
2025
Q4 		$2.97M Buy
4,498
+257
+6% +$172K 2.21% 14
2025
Q3 		$3.11M Sell
4,241
-234
-5% -$174K 2.16% 19
2025
Q2 		$3.3M Buy
4,475
+3,990
+823% +$2.47M 1.96% 21
2025
Q1 		$280K Buy
485
+140
+41% +$90.3K 0.19% 48
2024
Q4 		$202K Buy
+345
New +$203K 0.12% 48

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 Management's META Position: Q1 2026 in Review

Peterson Wealth Management increased its Meta Platforms (Facebook) (META) stake by 4.4% in Q1 2026, buying an estimated $128K and bringing the position to 4,697 shares worth $2.69M. The position accounts for 1.56% of the portfolio, ranked #19.

Peterson Wealth Management first reported a position in META in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.3M in Q2 2025. 5,068 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Peterson Wealth Management held 4,697 shares of Meta Platforms (Facebook) worth $2.69M as of Q1 2026.
  • Peterson Wealth Management bought 199 Meta Platforms (Facebook) shares in Q1 2026, an estimated $128K.
  • Meta Platforms (Facebook) made up 1.56% of Peterson Wealth Management's portfolio in Q1 2026, its #19 holding.
  • Peterson Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 6 quarters since.
  • Peterson Wealth Management's Meta Platforms (Facebook) position peaked at $3.3M in Q2 2025.
  • 5,068 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Peterson Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.