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

Sonoma Private 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 		$275K Sell
480
-53
-10% -$34K 0.34% 60
2025
Q4 		$352K Buy
533
+132
+33% +$88.1K 0.42% 53
2025
Q3 		$294K Hold
401
– – 0.35% 59
2025
Q2 		$296K Buy
+401
New +$248K 0.36% 62

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

Sonoma Private Wealth's META Position: Q1 2026 in Review

Sonoma Private Wealth reduced its Meta Platforms (Facebook) (META) stake by 9.9% in Q1 2026, selling an estimated $34K and leaving 480 shares worth $275K. The position accounts for 0.34% of the portfolio, ranked #60.

Sonoma Private Wealth first reported a position in META in Q2 2025 and has held it in 4 quarters since. The position peaked at $352K in Q4 2025. 5,069 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Sonoma Private Wealth held 480 shares of Meta Platforms (Facebook) worth $275K as of Q1 2026.
  • Sonoma Private Wealth sold 53 Meta Platforms (Facebook) shares in Q1 2026, an estimated $34K.
  • Meta Platforms (Facebook) made up 0.34% of Sonoma Private Wealth's portfolio in Q1 2026, its #60 holding.
  • Sonoma Private Wealth first reported a position in Meta Platforms (Facebook) in Q2 2025 and has held it in 4 quarters since.
  • Sonoma Private Wealth's Meta Platforms (Facebook) position peaked at $352K in Q4 2025.
  • 5,069 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Sonoma Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.