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

Schrum Private 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	$428K	Sell	748 -6	-0.8%	-$3.85K	0.33%	76
2025 Q4	$498K	Buy	754 +132	+21%	+$88.1K	0.37%	68
2025 Q3	$457K	Hold	622	–	–	0.34%	73
2025 Q2	$459K	Hold	622	–	–	0.37%	69
2025 Q1	$359K	Buy	622 +50	+9%	+$32.3K	0.32%	81
2024 Q4	$335K	Sell	572 -208	-27%	-$122K	0.28%	85
2024 Q3	$447K	Buy	+780	New	+$401K	0.23%	102

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

Schrum Private Wealth Management's META Position: Q1 2026 in Review

Schrum Private Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 0.8% in Q1 2026, selling an estimated $3.85K and leaving 748 shares worth $428K. The position accounts for 0.33% of the portfolio, ranked #76.

Schrum Private Wealth Management first reported a position in META in Q3 2024 and has held it in 7 quarters since. The position peaked at $498K in Q4 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

Schrum Private Wealth Management held 748 shares of Meta Platforms (Facebook) worth $428K as of Q1 2026.
Schrum Private Wealth Management sold 6 Meta Platforms (Facebook) shares in Q1 2026, an estimated $3.85K.
Meta Platforms (Facebook) made up 0.33% of Schrum Private Wealth Management's portfolio in Q1 2026, its #76 holding.
Schrum Private Wealth Management first reported a position in Meta Platforms (Facebook) in Q3 2024 and has held it in 7 quarters since.
Schrum Private Wealth Management's Meta Platforms (Facebook) position peaked at $498K in Q4 2025.
5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Schrum Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.