SWR
META icon

Spahn Wealth & Retirement’s Meta Platforms (Facebook) META Stock Holding History

Spahn Wealth & Retirement’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 		– Sell
-10,606
Closed -$7M – 35
2025
Q4 		$7M Buy
10,606
+62
+0.6% +$41.4K 4.34% 6
2025
Q3 		$7.74M Sell
10,544
-241
-2% -$179K 4.59% 6
2025
Q2 		$7.96M Sell
10,785
-28
-0.3% -$17.3K 5.12% 4
2025
Q1 		$6.23M Buy
10,813
+999
+10% +$645K 4.57% 5
2024
Q4 		$5.75M Buy
+9,814
New +$5.76M 3.77% 10

Other funds holding META

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Spahn Wealth & Retirement's META Position: Q1 2026 in Review

Spahn Wealth & Retirement sold out of Meta Platforms (Facebook) (META) in Q1 2026, closing a stake of 10,606 shares — an estimated $7M sold.

Spahn Wealth & Retirement first reported a position in META in Q4 2024 and held it in 5 quarters. The position peaked at $7.96M in Q2 2025. 5,087 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Spahn Wealth & Retirement reported no remaining Meta Platforms (Facebook) position as of Q1 2026 after selling out during the quarter.
  • Spahn Wealth & Retirement sold 10,606 Meta Platforms (Facebook) shares in Q1 2026, an estimated $7M.
  • Spahn Wealth & Retirement first reported a position in Meta Platforms (Facebook) in Q4 2024 and held it in 5 quarters.
  • Spahn Wealth & Retirement's Meta Platforms (Facebook) position peaked at $7.96M in Q2 2025.
  • 5,087 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Spahn Wealth & Retirement's 13F filing for Q1 2026, filed 14 May 2026.