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Philip James Wealth Mangement’s Meta Platforms (Facebook) META Stock Holding History

Philip James Wealth Mangement’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 		$458K Sell
801
-3
-0.4% -$1.92K 0.05% 112
2025
Q4 		$531K Sell
804
-7
-0.9% -$4.67K 0.06% 113
2025
Q3 		$596K Buy
811
+160
+25% +$119K 0.07% 105
2025
Q2 		$480K Buy
651
+12
+2% +$7.42K 0.06% 112
2025
Q1 		$369K Buy
639
+174
+37% +$112K 0.04% 119
2024
Q4 		$272K Buy
465
+108
+30% +$63.4K 0.04% 142
2024
Q3 		$204K Buy
+357
New +$184K 0.03% 159

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

Philip James Wealth Mangement's META Position: Q1 2026 in Review

Philip James Wealth Mangement reduced its Meta Platforms (Facebook) (META) stake by 0.37% in Q1 2026, selling an estimated $1.92K and leaving 801 shares worth $458K. The position accounts for 0.05% of the portfolio, ranked #112.

Philip James Wealth Mangement first reported a position in META in Q3 2024 and has held it in 7 quarters since. The position peaked at $596K in Q3 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Philip James Wealth Mangement held 801 shares of Meta Platforms (Facebook) worth $458K as of Q1 2026.
  • Philip James Wealth Mangement sold 3 Meta Platforms (Facebook) shares in Q1 2026, an estimated $1.92K.
  • Meta Platforms (Facebook) made up 0.05% of Philip James Wealth Mangement's portfolio in Q1 2026, its #112 holding.
  • Philip James Wealth Mangement first reported a position in Meta Platforms (Facebook) in Q3 2024 and has held it in 7 quarters since.
  • Philip James Wealth Mangement's Meta Platforms (Facebook) position peaked at $596K in Q3 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.