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

SFG 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	$273K	Sell	478 -395	-45%	-$253K	0.11%	89
2025 Q4	$576K	Hold	873	–	–	0.23%	73
2025 Q3	$641K	Buy	873 +11	+1%	+$8.19K	0.28%	65
2025 Q2	$636K	Hold	862	–	–	0.38%	43
2025 Q1	$497K	Sell	862 -10	-1%	-$6.45K	0.24%	73
2024 Q4	$511K	Sell	872 -13	-1%	-$7.63K	0.27%	54
2024 Q3	$507K	Hold	885	–	–	0.27%	55
2024 Q2	$446K	Hold	885	–	–	0.25%	56
2024 Q1	$430K	Buy	885 +41	+5%	+$18.3K	0.26%	55
2023 Q4	$299K	Hold	844	–	–	0.2%	74
2023 Q3	$253K	Buy	844 +1	+0.1%	+$301	0.2%	75
2023 Q2	$242K	Buy	+843	New	+$208K	0.2%	80
2022 Q1	–	Sell	-921	Closed	-$310K	–	97
2021 Q4	$310K	Buy	+921	New	+$306K	0.28%	73

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

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

SFG Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 45% in Q1 2026, selling an estimated $253K and leaving 478 shares worth $273K. The position accounts for 0.11% of the portfolio, ranked #89.

SFG Wealth Management first reported a position in META in Q4 2021 and has held it in 13 quarters since. The position peaked at $641K in Q3 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

SFG Wealth Management held 478 shares of Meta Platforms (Facebook) worth $273K as of Q1 2026.
SFG Wealth Management sold 395 Meta Platforms (Facebook) shares in Q1 2026, an estimated $253K.
Meta Platforms (Facebook) made up 0.11% of SFG Wealth Management's portfolio in Q1 2026, its #89 holding.
SFG Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 13 quarters since.
SFG Wealth Management's Meta Platforms (Facebook) position peaked at $641K in Q3 2025.
5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on SFG Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.