Schwarz Dygos Wheeler Investment Advisors’s Meta Platforms (Facebook) META Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’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	$3.33M	Sell	5,820 -127	-2%	-$81.4K	0.69%	32
2025 Q4	$3.93M	Buy	5,947 +3	+0.1%	+$2K	0.81%	29
2025 Q3	$4.37M	Sell	5,944 -201	-3%	-$150K	0.93%	28
2025 Q2	$4.54M	Buy	6,145 +14	+0.2%	+$8.65K	1.03%	26
2025 Q1	$3.53M	Sell	6,131 -364	-6%	-$235K	0.84%	29
2024 Q4	$3.8M	Sell	6,495 -511	-7%	-$300K	0.93%	26
2024 Q3	$4.01M	Buy	7,006 +46	+0.7%	+$23.7K	1%	24
2024 Q2	$3.51M	Buy	6,960 +47	+0.7%	+$22.8K	0.94%	27
2024 Q1	$3.36M	Sell	6,913 -841	-11%	-$375K	0.94%	26
2023 Q4	$2.74M	Sell	7,754 -229	-3%	-$74.6K	0.84%	27
2023 Q3	$2.4M	Hold	7,983	–	–	0.81%	29
2023 Q2	$2.29M	Sell	7,983 -23	-0.3%	-$5.67K	0.75%	35
2023 Q1	$1.7M	Sell	8,006 -9,755	-55%	-$1.66M	0.61%	40
2022 Q4	$2.14M	Buy	17,761 +9,586	+117%	+$1.13M	0.84%	35
2022 Q3	$1.11M	Sell	8,175 -488	-6%	-$79.1K	0.49%	46
2022 Q2	$1.4M	Buy	8,663 +514	+6%	+$99.2K	0.56%	45
2022 Q1	$1.81M	Sell	8,149 -5,588	-41%	-$1.4M	0.61%	42
2021 Q4	$4.62M	Hold	13,737	–	–	1.56%	16
2021 Q3	$4.66M	Buy	13,737 +1,275	+10%	+$459K	1.7%	13
2021 Q2	$4.33M	Sell	12,462 -9	-0.1%	-$2.89K	1.57%	15
2021 Q1	$3.67M	Buy	12,471 +8,346	+202%	+$2.25M	1.52%	16
2020 Q4	$1.13M	Buy	4,125 +201	+5%	+$55.1K	0.54%	40
2020 Q3	$1.03M	Buy	3,924 +1,415	+56%	+$365K	0.58%	41
2020 Q2	$600K	Buy	2,509 +442	+21%	+$92.3K	0.39%	48
2020 Q1	$345K	Buy	2,067 +122	+6%	+$23.9K	0.29%	56
2019 Q4	$399K	Hold	1,945	–	–	0.27%	55
2019 Q3	$346K	Buy	1,945 +100	+5%	+$19K	0.27%	59
2019 Q2	$356K	Buy	1,845 +6	+0.3%	+$1.1K	0.29%	57
2019 Q1	$307K	Sell	1,839 -155	-8%	-$24.6K	0.26%	59
2018 Q4	$261K	Buy	+1,994	New	+$289K	0.28%	54

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

Schwarz Dygos Wheeler Investment Advisors's META Position: Q1 2026 in Review

Schwarz Dygos Wheeler Investment Advisors reduced its Meta Platforms (Facebook) (META) stake by 2.1% in Q1 2026, selling an estimated $81.4K and leaving 5,820 shares worth $3.33M. The position accounts for 0.69% of the portfolio, ranked #32.

Schwarz Dygos Wheeler Investment Advisors first reported a position in META in Q4 2018 and has held it in 30 quarters since. The position peaked at $4.66M in Q3 2021. 5,068 funds tracked by Wall St. Rank hold META as of Q1 2026.

Schwarz Dygos Wheeler Investment Advisors held 5,820 shares of Meta Platforms (Facebook) worth $3.33M as of Q1 2026.
Schwarz Dygos Wheeler Investment Advisors sold 127 Meta Platforms (Facebook) shares in Q1 2026, an estimated $81.4K.
Meta Platforms (Facebook) made up 0.69% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q1 2026, its #32 holding.
Schwarz Dygos Wheeler Investment Advisors first reported a position in Meta Platforms (Facebook) in Q4 2018 and has held it in 30 quarters since.
Schwarz Dygos Wheeler Investment Advisors's Meta Platforms (Facebook) position peaked at $4.66M in Q3 2021.
5,068 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.