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

Sterling 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	–	Sell	-326	Closed	-$215K	–	116
2025 Q4	$215K	Sell	326 -1	-0.3%	-$668	0.06%	102
2025 Q3	$240K	Buy	327 +2	+0.6%	+$1.49K	0.07%	93
2025 Q2	$240K	Buy	+325	New	+$201K	0.08%	96
2024 Q4	–	Sell	-373	Closed	-$214K	–	113
2024 Q3	$214K	Buy	+373	New	+$192K	0.08%	107

Other funds holding META

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sterling Wealth Management's META Position: Q1 2026 in Review

Sterling Wealth Management sold out of Meta Platforms (Facebook) (META) in Q1 2026, closing a stake of 326 shares — an estimated $215K sold.

Sterling Wealth Management first reported a position in META in Q3 2024 and held it in 4 quarters. The position peaked at $240K in Q3 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

Sterling Wealth Management reported no remaining Meta Platforms (Facebook) position as of Q1 2026 after selling out during the quarter.
Sterling Wealth Management sold 326 Meta Platforms (Facebook) shares in Q1 2026, an estimated $215K.
Sterling Wealth Management first reported a position in Meta Platforms (Facebook) in Q3 2024 and held it in 4 quarters.
Sterling Wealth Management's Meta Platforms (Facebook) position peaked at $240K in Q3 2025.
5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Sterling Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.