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Wallace Advisory Group’s Meta Platforms (Facebook) META Stock Holding History

Wallace Advisory 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 		$814K Buy
1,423
+631
+80% +$404K 0.87% 21
2025
Q4 		$523K Sell
792
-82
-9% -$54.8K 0.55% 40
2025
Q3 		$645K Buy
874
+388
+80% +$289K 0.52% 47
2025
Q2 		$280K Buy
+486
New +$300K 0.2% 142

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

Wallace Advisory Group's META Position: Q1 2026 in Review

Wallace Advisory Group increased its Meta Platforms (Facebook) (META) stake by 80% in Q1 2026, buying an estimated $404K and bringing the position to 1,423 shares worth $814K. The position accounts for 0.87% of the portfolio, ranked #21.

Wallace Advisory Group first reported a position in META in Q2 2025 and has held it in 4 quarters since. 5,065 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Wallace Advisory Group held 1,423 shares of Meta Platforms (Facebook) worth $814K as of Q1 2026.
  • Wallace Advisory Group bought 631 Meta Platforms (Facebook) shares in Q1 2026, an estimated $404K.
  • Meta Platforms (Facebook) made up 0.87% of Wallace Advisory Group's portfolio in Q1 2026, its #21 holding.
  • Wallace Advisory Group first reported a position in Meta Platforms (Facebook) in Q2 2025 and has held it in 4 quarters since.
  • 5,065 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.