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Principle Wealth Partners’s Meta Platforms (Facebook) META Stock Holding History

Principle Wealth Partners’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 		$12.6M Buy
22,110
+2,430
+12% +$1.56M 0.72% 29
2025
Q4 		$13M Buy
19,680
+4,221
+27% +$2.82M 0.73% 29
2025
Q3 		$11.4M Sell
15,459
-183
-1% -$136K 0.66% 32
2025
Q2 		$11.5M Buy
15,642
+4,405
+39% +$2.72M 0.72% 33
2025
Q1 		$6.48M Buy
11,237
+1,029
+10% +$664K 0.46% 52
2024
Q4 		$5.98M Buy
10,208
+168
+2% +$98.6K 0.42% 53
2024
Q3 		$5.75M Buy
10,040
+556
+6% +$286K 0.41% 57
2024
Q2 		$4.78M Buy
9,484
+6
+0.1% +$2.92K 0.36% 67
2024
Q1 		$4.6M Buy
9,478
+374
+4% +$167K 0.36% 72
2023
Q4 		$3.22M Buy
9,104
+59
+0.7% +$19.2K 0.28% 87
2023
Q3 		$2.72M Buy
9,045
+350
+4% +$105K 0.27% 90
2023
Q2 		$2.5M Sell
8,695
-492
-5% -$121K 0.25% 91
2023
Q1 		$1.95M Sell
9,187
-172
-2% -$29.3K 0.21% 95
2022
Q4 		$1.13M Sell
9,359
-360
-4% -$42.3K 0.13% 120
2022
Q3 		$1.32K Sell
9,719
-1,685
-15% -$273K 0.12% 104
2022
Q2 		$1.84M Sell
11,404
-30
-0.3% -$5.79K 0.22% 96
2022
Q1 		$2.54M Sell
11,434
-660
-5% -$165K 0.27% 83
2021
Q4 		$4.07M Buy
12,094
+346
+3% +$115K 0.43% 54
2021
Q3 		$3.99M Buy
11,748
+324
+3% +$117K 0.46% 51
2021
Q2 		$3.97M Sell
11,424
-37
-0.3% -$11.9K 0.45% 50
2021
Q1 		$3.38M Sell
11,461
-250
-2% -$67.3K 0.39% 59
2020
Q4 		$3.2M Buy
11,711
+3,429
+41% +$940K 0.42% 52
2020
Q3 		$2.17M Sell
8,282
-698
-8% -$180K 0.6% 30
2020
Q2 		$2.04M Buy
8,980
+53
+0.6% +$11.1K 0.6% 30
2020
Q1 		$1.49M Sell
8,927
-805
-8% -$158K 0.56% 33
2019
Q4 		$2M Sell
9,732
-665
-6% -$129K 0.64% 38
2019
Q3 		$1.85M Buy
10,397
+300
+3% +$57K 0.64% 38
2019
Q2 		$1.95M Buy
10,097
+724
+8% +$132K 1% 27
2019
Q1 		$1.56M Sell
9,373
-164
-2% -$26.1K 0.89% 31
2018
Q4 		$1.25M Buy
+9,537
New +$1.38M 1.05% 29

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

Principle Wealth Partners's META Position: Q1 2026 in Review

Principle Wealth Partners increased its Meta Platforms (Facebook) (META) stake by 12% in Q1 2026, buying an estimated $1.56M and bringing the position to 22,110 shares worth $12.6M. The position accounts for 0.72% of the portfolio, ranked #29.

Principle Wealth Partners first reported a position in META in Q4 2018 and has held it in 30 quarters since. The position peaked at $13M in Q4 2025. 5,066 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Principle Wealth Partners held 22,110 shares of Meta Platforms (Facebook) worth $12.6M as of Q1 2026.
  • Principle Wealth Partners bought 2,430 Meta Platforms (Facebook) shares in Q1 2026, an estimated $1.56M.
  • Meta Platforms (Facebook) made up 0.72% of Principle Wealth Partners's portfolio in Q1 2026, its #29 holding.
  • Principle Wealth Partners first reported a position in Meta Platforms (Facebook) in Q4 2018 and has held it in 30 quarters since.
  • Principle Wealth Partners's Meta Platforms (Facebook) position peaked at $13M in Q4 2025.
  • 5,066 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.