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Tandem Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History

Tandem Wealth Advisors’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 		$1M Buy
1,749
+85
+5% +$54.5K 0.45% 22
2025
Q4 		$1.1M Buy
1,664
+337
+25% +$225K 0.49% 22
2025
Q3 		$975K Sell
1,327
-225
-14% -$167K 0.46% 20
2025
Q2 		$1.15M Buy
1,552
+51
+3% +$31.5K 0.57% 18
2025
Q1 		$865K Sell
1,501
-17
-1% -$11K 0.45% 20
2024
Q4 		$889K Buy
1,518
+124
+9% +$72.8K 0.45% 21
2024
Q3 		$798K Buy
1,394
+556
+66% +$286K 0.4% 20
2024
Q2 		$423K Buy
+838
New +$407K 0.23% 30

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

Tandem Wealth Advisors's META Position: Q1 2026 in Review

Tandem Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 5.1% in Q1 2026, buying an estimated $54.5K and bringing the position to 1,749 shares worth $1M. The position accounts for 0.45% of the portfolio, ranked #22.

Tandem Wealth Advisors first reported a position in META in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.15M in Q2 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Tandem Wealth Advisors held 1,749 shares of Meta Platforms (Facebook) worth $1M as of Q1 2026.
  • Tandem Wealth Advisors bought 85 Meta Platforms (Facebook) shares in Q1 2026, an estimated $54.5K.
  • Meta Platforms (Facebook) made up 0.45% of Tandem Wealth Advisors's portfolio in Q1 2026, its #22 holding.
  • Tandem Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q2 2024 and has held it in 8 quarters since.
  • Tandem Wealth Advisors's Meta Platforms (Facebook) position peaked at $1.15M in Q2 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Tandem Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.