Smith & Howard Wealth Management’s Meta Platforms (Facebook) META Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $386K | Buy |
675
+12
| +2% | +$7.69K | 0.08% | 54 |
|
|
2025
Q4 | $438K | Sell |
663
-52
| -7% | -$34.7K | 0.1% | 53 |
|
|
2025
Q3 | $525K | Buy |
715
+114
| +19% | +$84.8K | 0.12% | 49 |
|
|
2025
Q2 | $444K | Sell |
601
-100
| -14% | -$61.8K | 0.11% | 50 |
|
|
2025
Q1 | $404K | Sell |
701
-31
| -4% | -$20K | 0.11% | 52 |
|
|
2024
Q4 | $429K | Sell |
732
-100
| -12% | -$58.7K | 0.12% | 52 |
|
|
2024
Q3 | $476K | Sell |
832
-100
| -11% | -$51.5K | 0.13% | 52 |
|
|
2024
Q2 | $470K | Sell |
932
-2
| -0.2% | -$972 | 0.14% | 52 |
|
|
2024
Q1 | $454K | Hold |
934
| – | – | 0.14% | 51 |
|
|
2023
Q4 | $331K | Hold |
934
| – | – | 0.12% | 53 |
|
|
2023
Q3 | $280K | Hold |
934
| – | – | 0.1% | 60 |
|
|
2023
Q2 | $268K | Sell |
934
-46
| -5% | -$11.4K | 0.09% | 61 |
|
|
2023
Q1 | $208K | Buy |
+980
| New | +$167K | 0.07% | 69 |
|
|
2022
Q3 | – | Sell |
-1,294
| Closed | -$209K | – | 71 |
|
|
2022
Q2 | $209K | Buy |
1,294
+257
| +25% | +$49.6K | 0.09% | 65 |
|
|
2022
Q1 | $231K | Hold |
1,037
| – | – | 0.1% | 62 |
|
|
2021
Q4 | $349K | Hold |
1,037
| – | – | 0.16% | 52 |
|
|
2021
Q3 | $352K | Hold |
1,037
| – | – | 0.17% | 49 |
|
|
2021
Q2 | $361K | Hold |
1,037
| – | – | 0.17% | 46 |
|
|
2021
Q1 | $305K | Hold |
1,037
| – | – | 0.15% | 46 |
|
|
2020
Q4 | $283K | Hold |
1,037
| – | – | 0.15% | 48 |
|
|
2020
Q3 | $272K | Buy |
1,037
+14
| +1% | +$3.61K | 0.16% | 50 |
|
|
2020
Q2 | $232K | Sell |
1,023
-269
| -21% | -$56.2K | 0.14% | 62 |
|
|
2020
Q1 | $216K | Sell |
1,292
-20
| -2% | -$3.92K | 0.14% | 61 |
|
|
2019
Q4 | $269K | Buy |
+1,312
| New | +$254K | 0.09% | 68 |
|
|
2017
Q3 | – | Sell |
-2,337
| Closed | -$353K | – | 55 |
|
|
2017
Q2 | $353K | Buy |
2,337
+732
| +46% | +$109K | 0.17% | 36 |
|
|
2017
Q1 | $228K | Buy |
+1,605
| New | +$214K | 0.11% | 45 |
|
|
2015
Q3 | – | Sell |
-3,165
| Closed | -$271K | – | 75 |
|
|
2015
Q2 | $271K | Hold |
3,165
| – | – | 0.12% | 54 |
|
|
2015
Q1 | $260K | Buy |
+3,165
| New | +$248K | 0.11% | 59 |
|
|
2014
Q1 | – | Sell |
-25
| Closed | -$1K | – | 149 |
|
|
2013
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 241 |
|
|
2013
Q3 | $1K | Buy |
+25
| New | +$930 | ﹤0.01% | 248 |
|
Other funds holding META
VCM
VPM
Smith & Howard Wealth Management's META Position: Q1 2026 in Review
Smith & Howard Wealth Management increased its Meta Platforms (Facebook) (META) stake by 1.8% in Q1 2026, buying an estimated $7.69K and bringing the position to 675 shares worth $386K. The position accounts for 0.08% of the portfolio, ranked #54.
Smith & Howard Wealth Management first reported a position in META in Q3 2013 and has held it in 30 quarters since. The position peaked at $525K in Q3 2025. 5,066 funds tracked by Wall St. Rank hold META as of Q1 2026.
- Smith & Howard Wealth Management held 675 shares of Meta Platforms (Facebook) worth $386K as of Q1 2026.
- Smith & Howard Wealth Management bought 12 Meta Platforms (Facebook) shares in Q1 2026, an estimated $7.69K.
- Meta Platforms (Facebook) made up 0.08% of Smith & Howard Wealth Management's portfolio in Q1 2026, its #54 holding.
- Smith & Howard Wealth Management first reported a position in Meta Platforms (Facebook) in Q3 2013 and has held it in 30 quarters since.
- Smith & Howard Wealth Management's Meta Platforms (Facebook) position peaked at $525K in Q3 2025.
- 5,066 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.
Based on Smith & Howard Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.