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

Primoris 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	$1.74M	Sell	3,036 -4,363	-59%	-$2.8M	1.22%	27
2025 Q4	$4.88M	Sell	7,399 -384	-5%	-$256K	2.92%	7
2025 Q3	$5.72M	Sell	7,783 -385	-5%	-$287K	3.63%	3
2025 Q2	$6.03M	Sell	8,168 -85	-1%	-$52.5K	4.11%	3
2025 Q1	$4.76M	Buy	8,253 +1	+0%	+$645	3.68%	7
2024 Q4	$4.83M	Buy	8,252 +1,182	+17%	+$694K	3.68%	7
2024 Q3	$4.05M	Sell	7,070 -1,294	-15%	-$666K	2.94%	9
2024 Q2	$4.22M	Sell	8,364 -2,081	-20%	-$1.01M	3.37%	7
2024 Q1	$5.07M	Sell	10,445 -99	-0.9%	-$44.2K	4.05%	3
2023 Q4	$3.73M	Buy	10,544 +8,179	+346%	+$2.66M	3.52%	7
2023 Q3	$710K	Buy	+2,365	New	+$713K	0.86%	32
2022 Q3	–	Sell	-15,290	Closed	-$2.47M	–	66
2022 Q2	$2.47M	Sell	15,290 -3,360	-18%	-$648K	3.55%	8
2022 Q1	$4.13M	Buy	+18,650	New	+$4.66M	3.85%	9

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

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

Primoris Wealth Advisors reduced its Meta Platforms (Facebook) (META) stake by 59% in Q1 2026, selling an estimated $2.8M and leaving 3,036 shares worth $1.74M. The position accounts for 1.22% of the portfolio, ranked #27.

Primoris Wealth Advisors first reported a position in META in Q1 2022 and has held it in 13 quarters since. The position peaked at $6.03M in Q2 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

Primoris Wealth Advisors held 3,036 shares of Meta Platforms (Facebook) worth $1.74M as of Q1 2026.
Primoris Wealth Advisors sold 4,363 Meta Platforms (Facebook) shares in Q1 2026, an estimated $2.8M.
Meta Platforms (Facebook) made up 1.22% of Primoris Wealth Advisors's portfolio in Q1 2026, its #27 holding.
Primoris Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q1 2022 and has held it in 13 quarters since.
Primoris Wealth Advisors's Meta Platforms (Facebook) position peaked at $6.03M in Q2 2025.
5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Primoris Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.