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Semus Wealth Partners’s Meta Platforms (Facebook) META Stock Holding History

Semus Wealth Partners’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 		$2.59M Buy
4,524
+797
+21% +$511K 1.45% 18
2025
Q4 		$2.46M Buy
3,727
+349
+10% +$233K 1.33% 19
2025
Q3 		$2.48M Sell
3,378
-20
-0.6% -$14.9K 1.4% 19
2025
Q2 		$2.51M Buy
3,398
+141
+4% +$87.1K 1.63% 19
2025
Q1 		$1.88M Sell
3,257
-2
-0.1% -$1.29K 1.31% 19
2024
Q4 		$1.91M Buy
3,259
+408
+14% +$239K 1.26% 19
2024
Q3 		$1.63M Buy
2,851
+345
+14% +$178K 1.14% 21
2024
Q2 		$1.26M Buy
2,506
+159
+7% +$77.3K 0.98% 24
2024
Q1 		$1.14M Buy
2,347
+157
+7% +$70K 0.96% 22
2023
Q4 		$775K Buy
2,190
+309
+16% +$101K 0.64% 35
2023
Q3 		$565K Buy
1,881
+50
+3% +$15.1K 0.53% 42
2023
Q2 		$525K Buy
1,831
+62
+4% +$15.3K 0.48% 51
2023
Q1 		$375K Sell
1,769
-164
-8% -$27.9K 0.4% 57
2022
Q4 		$233K Buy
+1,933
New +$227K 0.28% 94

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

Semus Wealth Partners's META Position: Q1 2026 in Review

Semus Wealth Partners increased its Meta Platforms (Facebook) (META) stake by 21% in Q1 2026, buying an estimated $511K and bringing the position to 4,524 shares worth $2.59M. The position accounts for 1.45% of the portfolio, ranked #18.

Semus Wealth Partners first reported a position in META in Q4 2022 and has held it in 14 quarters since. 5,068 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Semus Wealth Partners held 4,524 shares of Meta Platforms (Facebook) worth $2.59M as of Q1 2026.
  • Semus Wealth Partners bought 797 Meta Platforms (Facebook) shares in Q1 2026, an estimated $511K.
  • Meta Platforms (Facebook) made up 1.45% of Semus Wealth Partners's portfolio in Q1 2026, its #18 holding.
  • Semus Wealth Partners first reported a position in Meta Platforms (Facebook) in Q4 2022 and has held it in 14 quarters since.
  • 5,068 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

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