SSWM
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Smith Salley Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Smith Salley 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 		$46.1M Buy
80,627
+1,631
+2% +$1.05M 2.32% 8
2025
Q4 		$52.1M Sell
78,996
-607
-0.8% -$405K 2.58% 6
2025
Q3 		$58.5M Buy
79,603
+2,858
+4% +$2.13M 3.01% 6
2025
Q2 		$56.6M Buy
76,745
+2,465
+3% +$1.52M 3.28% 5
2025
Q1 		$42.8M Sell
74,280
-6,735
-8% -$4.35M 2.81% 6
2024
Q4 		$47.4M Buy
81,015
+3,233
+4% +$1.9M 3.05% 6
2024
Q3 		$44.5M Buy
77,782
+2,522
+3% +$1.3M 2.91% 6
2024
Q2 		$37.9M Buy
75,260
+5,227
+7% +$2.54M 2.72% 7
2024
Q1 		$34M Sell
70,033
-22,904
-25% -$10.2M 2.64% 7
2023
Q4 		$32.9M Buy
92,937
+3,437
+4% +$1.12M 2.13% 9
2023
Q3 		$26.9M Buy
89,500
+4,461
+5% +$1.34M 1.99% 12
2023
Q2 		$24.4M Buy
85,039
+2,441
+3% +$602K 1.8% 15
2023
Q1 		$17.5M Buy
82,598
+6,738
+9% +$1.15M 1.39% 24
2022
Q4 		$9.13M Buy
75,860
+36,488
+93% +$4.28M 0.78% 44
2022
Q3 		$5.34M Buy
39,372
+882
+2% +$143K 0.5% 53
2022
Q2 		$6.21M Buy
38,490
+625
+2% +$121K 0.54% 54
2022
Q1 		$8.42M Buy
37,865
+1,488
+4% +$372K 0.64% 46
2021
Q4 		$12.2M Buy
36,377
+34,719
+2,094% +$11.5M 0.87% 39
2021
Q3 		$562K Sell
1,658
-34
-2% -$12.2K 0.04% 179
2021
Q2 		$588K Buy
1,692
+92
+6% +$29.5K 0.05% 175
2021
Q1 		$471K Buy
1,600
+777
+94% +$209K 0.04% 174
2020
Q4 		$225K Buy
+823
New +$226K 0.02% 204
2020
Q3 		– Sell
-1,088
Closed -$247K – 193
2020
Q2 		$247K Buy
+1,088
New +$227K 0.03% 171
2020
Q1 		– Sell
-1,220
Closed -$250K – 197
2019
Q4 		$250K Buy
+1,220
New +$236K 0.03% 179
2018
Q4 		– Sell
-1,236
Closed -$203K – 180
2018
Q3 		$203K Buy
1,236
+127
+11% +$23K 0.03% 183
2018
Q2 		$216K Buy
+1,109
New +$200K 0.04% 173

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

Smith Salley Wealth Management's META Position: Q1 2026 in Review

Smith Salley Wealth Management increased its Meta Platforms (Facebook) (META) stake by 2.1% in Q1 2026, buying an estimated $1.05M and bringing the position to 80,627 shares worth $46.1M. The position accounts for 2.32% of the portfolio, ranked #8.

Smith Salley Wealth Management first reported a position in META in Q2 2018 and has held it in 26 quarters since. The position peaked at $58.5M in Q3 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Smith Salley Wealth Management held 80,627 shares of Meta Platforms (Facebook) worth $46.1M as of Q1 2026.
  • Smith Salley Wealth Management bought 1,631 Meta Platforms (Facebook) shares in Q1 2026, an estimated $1.05M.
  • Meta Platforms (Facebook) made up 2.32% of Smith Salley Wealth Management's portfolio in Q1 2026, its #8 holding.
  • Smith Salley Wealth Management first reported a position in Meta Platforms (Facebook) in Q2 2018 and has held it in 26 quarters since.
  • Smith Salley Wealth Management's Meta Platforms (Facebook) position peaked at $58.5M in Q3 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Smith Salley Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.