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

RKL 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	$2.72M	Sell	4,758 -246	-5%	-$158K	0.25%	56
2025 Q4	$3.3M	Buy	5,004 +131	+3%	+$87.5K	0.27%	50
2025 Q3	$3.58M	Sell	4,873 -808	-14%	-$601K	0.31%	46
2025 Q2	$4.19M	Sell	5,681 -70	-1%	-$43.3K	0.37%	37
2025 Q1	$3.31M	Sell	5,751 -328	-5%	-$212K	0.31%	49
2024 Q4	$3.56M	Sell	6,079 -181	-3%	-$106K	0.32%	47
2024 Q3	$3.58M	Buy	6,260 +185	+3%	+$95.2K	0.32%	44
2024 Q2	$3.06M	Sell	6,075 -175	-3%	-$85.1K	0.3%	47
2024 Q1	$3.03M	Buy	6,250 +395	+7%	+$176K	0.3%	46
2023 Q4	$2.07M	Buy	5,855 +314	+6%	+$102K	0.22%	55
2023 Q3	$1.66M	Buy	5,541 +269	+5%	+$81K	0.2%	58
2023 Q2	$1.51M	Sell	5,272 -198	-4%	-$48.9K	0.18%	62
2023 Q1	$1.16M	Buy	5,470 +13	+0.2%	+$2.21K	0.15%	72
2022 Q4	$657K	Sell	5,457 -548	-9%	-$64.3K	0.09%	88
2022 Q3	$815K	Sell	6,005 -175	-3%	-$28.4K	0.12%	84
2022 Q2	$997K	Sell	6,180 -442	-7%	-$85.3K	0.14%	80
2022 Q1	$1.47M	Sell	6,622 -1,221	-16%	-$305K	0.18%	67
2021 Q4	$2.64M	Sell	7,843 -897	-10%	-$298K	0.31%	46
2021 Q3	$2.97M	Sell	8,740 -1,200	-12%	-$432K	0.38%	42
2021 Q2	$3.46M	Buy	9,940 +265	+3%	+$85K	0.44%	40
2021 Q1	$2.85M	Sell	9,675 -7,372	-43%	-$1.98M	0.38%	41
2020 Q4	$4.66M	Buy	17,047 +7,439	+77%	+$2.04M	0.65%	33
2020 Q3	$2.52M	Buy	9,608 +514	+6%	+$133K	0.4%	42
2020 Q2	$2.06M	Sell	9,094 -238	-3%	-$49.7K	0.35%	45
2020 Q1	$1.56M	Buy	9,332 +161	+2%	+$31.5K	0.33%	48
2019 Q4	$1.88M	Buy	9,171 +75	+0.8%	+$14.5K	0.34%	53
2019 Q3	$1.62M	Sell	9,096 -170	-2%	-$32.3K	0.31%	56
2019 Q2	$1.79M	Sell	9,266 -308	-3%	-$56.3K	0.33%	51
2019 Q1	$1.6M	Sell	9,574 -25,296	-73%	-$4.02M	0.31%	53
2018 Q4	$4.57M	Sell	34,870 -1,463	-4%	-$212K	1.05%	26
2018 Q3	$5.97M	Sell	36,333 -724	-2%	-$131K	1.27%	21
2018 Q2	$7.21M	Sell	37,057 -1,135	-3%	-$205K	1.63%	16
2018 Q1	$6.11M	Sell	38,192 -2,330	-6%	-$418K	1.45%	19
2017 Q4	$7.14M	Sell	40,522 -2,922	-7%	-$516K	1.77%	14
2017 Q3	$7.43M	Sell	43,444 -3,465	-7%	-$578K	2.09%	9
2017 Q2	$7.09M	Sell	46,909 -2,276	-5%	-$338K	2.25%	5
2017 Q1	$6.99M	Sell	49,185 -2,966	-6%	-$396K	2.81%	4
2016 Q4	$6M	Sell	52,151 -1,842	-3%	-$226K	2.89%	12
2016 Q3	$6.93M	Buy	53,993 +55	+0.1%	+$6.83K	3.49%	4
2016 Q2	$6.21M	Sell	53,938 -128	-0.2%	-$14.7K	3.23%	11
2016 Q1	$6.17M	Sell	54,066 -2,325	-4%	-$245K	3.54%	11
2015 Q4	$5.93K	Buy	56,391 +1,711	+3%	+$176K	2.75%	12
2015 Q3	$4.92M	Buy	54,680 +45,561	+500%	+$4.18M	3.1%	17
2015 Q2	$782K	Sell	9,119 -565	-6%	-$46.1K	0.47%	34
2015 Q1	$796K	Buy	9,684 +2,934	+43%	+$230K	0.48%	35
2014 Q4	$527K	Buy	+6,750	New	+$516K	0.34%	39

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

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

RKL Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 4.9% in Q1 2026, selling an estimated $158K and leaving 4,758 shares worth $2.72M. The position accounts for 0.25% of the portfolio, ranked #56.

RKL Wealth Management first reported a position in META in Q4 2014 and has held it in 46 quarters since. The position peaked at $7.43M in Q3 2017. 5,066 funds tracked by Wall St. Rank hold META as of Q1 2026.

RKL Wealth Management held 4,758 shares of Meta Platforms (Facebook) worth $2.72M as of Q1 2026.
RKL Wealth Management sold 246 Meta Platforms (Facebook) shares in Q1 2026, an estimated $158K.
Meta Platforms (Facebook) made up 0.25% of RKL Wealth Management's portfolio in Q1 2026, its #56 holding.
RKL Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2014 and has held it in 46 quarters since.
RKL Wealth Management's Meta Platforms (Facebook) position peaked at $7.43M in Q3 2017.
5,066 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on RKL Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.