Petix & Botte Financial’s Meta Platforms (Facebook) META Stock Holding History

Petix & Botte Financial’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	$606K	Sell	524 -578	-52%	-$370K	0.14%	78
2025 Q4	$727K	Buy	1,102 +54	+5%	+$36.1K	0.17%	72
2025 Q3	$770K	Hold	1,048	–	–	0.18%	67
2025 Q2	$774K	Sell	1,048 -400	-28%	-$247K	0.19%	67
2025 Q1	$835K	Hold	1,448	–	–	0.22%	63
2024 Q4	$848K	Hold	1,448	–	–	0.22%	65
2024 Q3	$829K	Hold	1,448	–	–	0.22%	57
2024 Q2	$730K	Sell	1,448 -53	-4%	-$25.8K	0.21%	63
2024 Q1	$729K	Buy	1,501 +53	+4%	+$23.6K	0.18%	80
2023 Q4	$513K	Hold	1,448	–	–	0.15%	63
2023 Q3	$435K	Hold	1,448	–	–	0.14%	71
2023 Q2	$416K	Buy	+1,448	New	+$357K	0.13%	75
2022 Q2	–	Sell	-2,062	Closed	-$459K	–	95
2022 Q1	$459K	Buy	2,062 +1,130	+121%	+$282K	0.14%	68
2021 Q4	$313K	Sell	932 -794	-46%	-$264K	0.2%	64
2021 Q3	$586K	Buy	1,726 +863	+100%	+$311K	0.2%	62
2021 Q2	$300K	Hold	863	–	–	0.21%	66
2021 Q1	$254K	Hold	863	–	–	0.19%	68
2020 Q4	$236K	Hold	863	–	–	0.18%	75
2020 Q3	$226K	Buy	+863	New	+$223K	0.18%	69

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

Petix & Botte Financial's META Position: Q1 2026 in Review

Petix & Botte Financial reduced its Meta Platforms (Facebook) (META) stake by 52% in Q1 2026, selling an estimated $370K and leaving 524 shares worth $606K. The position accounts for 0.14% of the portfolio, ranked #78.

Petix & Botte Financial first reported a position in META in Q3 2020 and has held it in 19 quarters since. The position peaked at $848K in Q4 2024. 5,066 funds tracked by Wall St. Rank hold META as of Q1 2026.

Petix & Botte Financial held 524 shares of Meta Platforms (Facebook) worth $606K as of Q1 2026.
Petix & Botte Financial sold 578 Meta Platforms (Facebook) shares in Q1 2026, an estimated $370K.
Meta Platforms (Facebook) made up 0.14% of Petix & Botte Financial's portfolio in Q1 2026, its #78 holding.
Petix & Botte Financial first reported a position in Meta Platforms (Facebook) in Q3 2020 and has held it in 19 quarters since.
Petix & Botte Financial's Meta Platforms (Facebook) position peaked at $848K in Q4 2024.
5,066 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Petix & Botte Financial's 13F filing for Q1 2026, filed 30 Apr 2026.