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

Schwallier 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	$419K	Sell	732 -2	-0.3%	-$1.28K	0.31%	35
2025 Q4	$526K	Sell	734 -6	-0.8%	-$4.01K	0.34%	29
2025 Q3	$543K	Buy	740 +2	+0.3%	+$1.49K	0.34%	27
2025 Q2	$544K	Sell	738 -325	-31%	-$201K	0.33%	26
2025 Q1	$613K	Buy	1,063 +344	+48%	+$222K	0.45%	24
2024 Q4	$421K	Buy	719 +19	+3%	+$11.2K	0.32%	24
2024 Q3	$401K	Sell	700 -1	-0.1%	-$515	0.29%	25
2024 Q2	$354K	Buy	701 +50	+8%	+$24.3K	0.29%	23
2024 Q1	$316K	Sell	651 -2	-0.3%	-$892	0.25%	24
2023 Q4	$231K	Buy	+653	New	+$213K	0.19%	30

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

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

Schwallier Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 0.27% in Q1 2026, selling an estimated $1.28K and leaving 732 shares worth $419K. The position accounts for 0.31% of the portfolio, ranked #35.

Schwallier Wealth Management first reported a position in META in Q4 2023 and has held it in 10 quarters since. The position peaked at $613K in Q1 2025. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

Schwallier Wealth Management held 732 shares of Meta Platforms (Facebook) worth $419K as of Q1 2026.
Schwallier Wealth Management sold 2 Meta Platforms (Facebook) shares in Q1 2026, an estimated $1.28K.
Meta Platforms (Facebook) made up 0.31% of Schwallier Wealth Management's portfolio in Q1 2026, its #35 holding.
Schwallier Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 10 quarters since.
Schwallier Wealth Management's Meta Platforms (Facebook) position peaked at $613K in Q1 2025.
5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Schwallier Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.