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

SMART Wealth’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 		$297K Hold
520
– – 0.09% 167
2025
Q4 		$343K Sell
520
-993
-66% -$663K 0.1% 137
2025
Q3 		$1.11M Buy
+1,513
New +$1.13M 0.42% 70
2025
Q2 		– Sell
-2,703
Closed -$1.56M – 185
2025
Q1 		$1.56M Sell
2,703
-858
-24% -$554K 0.56% 55
2024
Q4 		$2.09M Buy
3,561
+2,187
+159% +$1.28M 0.74% 40
2024
Q3 		$787K Buy
1,374
+480
+54% +$247K 0.31% 72
2024
Q2 		$451K Buy
894
+272
+44% +$132K 0.18% 85
2024
Q1 		$302K Buy
+622
New +$277K 0.14% 89

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

SMART Wealth's META Position: Q1 2026 in Review

SMART Wealth held its Meta Platforms (Facebook) (META) position steady in Q1 2026 at 520 shares worth $297K. The position accounts for 0.09% of the portfolio, ranked #167.

SMART Wealth first reported a position in META in Q1 2024 and has held it in 8 quarters since. The position peaked at $2.09M in Q4 2024. 5,066 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • SMART Wealth held 520 shares of Meta Platforms (Facebook) worth $297K as of Q1 2026.
  • SMART Wealth left its Meta Platforms (Facebook) share count unchanged in Q1 2026.
  • Meta Platforms (Facebook) made up 0.09% of SMART Wealth's portfolio in Q1 2026, its #167 holding.
  • SMART Wealth first reported a position in Meta Platforms (Facebook) in Q1 2024 and has held it in 8 quarters since.
  • SMART Wealth's Meta Platforms (Facebook) position peaked at $2.09M in Q4 2024.
  • 5,066 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

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