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

Shepherd 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 		$1.09M Sell
1,799
-6,436
-78% -$4.12M 0.81% 18
2025
Q4 		$5.11M Buy
+8,235
New +$5.5M 3.55% 8
2025
Q2 		– Sell
-10,449
Closed -$6.02M – 52
2025
Q1 		$6.02M Buy
10,449
+2,154
+26% +$1.39M 6.19% 8
2024
Q4 		$4.86M Buy
+8,295
New +$4.87M 4.78% 4

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

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

Shepherd Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 78% in Q1 2026, selling an estimated $4.12M and leaving 1,799 shares worth $1.09M. The position accounts for 0.81% of the portfolio, ranked #18.

Shepherd Wealth Management first reported a position in META in Q4 2024 and has held it in 4 quarters since. The position peaked at $6.02M in Q1 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Shepherd Wealth Management held 1,799 shares of Meta Platforms (Facebook) worth $1.09M as of Q1 2026.
  • Shepherd Wealth Management sold 6,436 Meta Platforms (Facebook) shares in Q1 2026, an estimated $4.12M.
  • Meta Platforms (Facebook) made up 0.81% of Shepherd Wealth Management's portfolio in Q1 2026, its #18 holding.
  • Shepherd Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 4 quarters since.
  • Shepherd Wealth Management's Meta Platforms (Facebook) position peaked at $6.02M in Q1 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Shepherd Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.