PWM
META icon

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

PTM 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 		$255K Buy
445
+50
+13% +$32K 0.14% 50
2025
Q4 		$260K Hold
395
– – 0.15% 49
2025
Q3 		$283K Sell
395
-30
-7% -$22.3K 0.17% 42
2025
Q2 		$305K Buy
425
+30
+8% +$18.5K 0.2% 37
2025
Q1 		$201K Buy
+395
New +$255K 0.21% 39

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

PTM Wealth Management's META Position: Q1 2026 in Review

PTM Wealth Management increased its Meta Platforms (Facebook) (META) stake by 13% in Q1 2026, buying an estimated $32K and bringing the position to 445 shares worth $255K. The position accounts for 0.14% of the portfolio, ranked #50.

PTM Wealth Management first reported a position in META in Q1 2025 and has held it in 5 quarters since. The position peaked at $305K in Q2 2025. 5,069 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • PTM Wealth Management held 445 shares of Meta Platforms (Facebook) worth $255K as of Q1 2026.
  • PTM Wealth Management bought 50 Meta Platforms (Facebook) shares in Q1 2026, an estimated $32K.
  • Meta Platforms (Facebook) made up 0.14% of PTM Wealth Management's portfolio in Q1 2026, its #50 holding.
  • PTM Wealth Management first reported a position in Meta Platforms (Facebook) in Q1 2025 and has held it in 5 quarters since.
  • PTM Wealth Management's Meta Platforms (Facebook) position peaked at $305K in Q2 2025.
  • 5,069 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on PTM Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.