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Summit Wealth Group’s Meta Platforms (Facebook) META Stock Holding History

Summit Wealth Group’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 		$537K Buy
938
+226
+32% +$145K 0.12% 69
2025
Q4 		$470K Buy
712
+168
+31% +$112K 0.11% 74
2025
Q3 		$400K Hold
544
– – 0.1% 79
2025
Q2 		$402K Sell
544
-57
-9% -$35.2K 0.1% 73
2025
Q1 		$346K Sell
601
-2
-0.3% -$1.29K 0.1% 74
2024
Q4 		$353K Sell
603
-4
-0.7% -$2.35K 0.1% 65
2024
Q3 		$347K Hold
607
– – 0.1% 66
2024
Q2 		$306K Buy
607
+16
+3% +$7.78K 0.09% 66
2024
Q1 		$287K Buy
591
+4
+0.7% +$1.78K 0.2% 32
2023
Q4 		$208K Buy
+587
New +$191K 0.16% 41
2023
Q2 		– Sell
-124,409
Closed -$1K – 186
2023
Q1 		$1K Buy
+124,409
New +$21.2M 0.02% 127
2022
Q1 		– Sell
-733
Closed -$247K – 33
2021
Q4 		$247K Sell
733
-161
-18% -$53.5K 0.28% 25
2021
Q3 		$303K Buy
894
+36
+4% +$13K 0.48% 32
2021
Q2 		$298K Sell
858
-36
-4% -$11.5K 0.44% 18
2021
Q1 		$263K Sell
894
-82
-8% -$22.1K 0.42% 12
2020
Q4 		$267K Hold
976
– – 0.17% 35
2020
Q3 		$256K Sell
976
-85
-8% -$21.9K 0.22% 27
2020
Q2 		$241K Buy
+1,061
New +$222K 0.22% 28

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

Summit Wealth Group's META Position: Q1 2026 in Review

Summit Wealth Group increased its Meta Platforms (Facebook) (META) stake by 32% in Q1 2026, buying an estimated $145K and bringing the position to 938 shares worth $537K. The position accounts for 0.12% of the portfolio, ranked #69.

Summit Wealth Group first reported a position in META in Q2 2020 and has held it in 18 quarters since. 5,069 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Summit Wealth Group held 938 shares of Meta Platforms (Facebook) worth $537K as of Q1 2026.
  • Summit Wealth Group bought 226 Meta Platforms (Facebook) shares in Q1 2026, an estimated $145K.
  • Meta Platforms (Facebook) made up 0.12% of Summit Wealth Group's portfolio in Q1 2026, its #69 holding.
  • Summit Wealth Group first reported a position in Meta Platforms (Facebook) in Q2 2020 and has held it in 18 quarters since.
  • 5,069 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.