WKWM
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Walter & Keenan Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Walter & Keenan 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 		$1.85M Sell
3,239
-82
-2% -$52.6K 0.52% 51
2025
Q4 		$2.19M Sell
3,321
-82
-2% -$54.8K 0.59% 46
2025
Q3 		$2.5M Buy
3,403
+14
+0.4% +$10.4K 0.69% 38
2025
Q2 		$2.5M Buy
3,389
+561
+20% +$347K 0.73% 40
2025
Q1 		$1.63M Buy
2,828
+407
+17% +$263K 0.49% 54
2024
Q4 		$1.42M Buy
2,421
+63
+3% +$37K 0.43% 63
2024
Q3 		$1.35M Buy
2,358
+12
+0.5% +$6.17K 0.41% 62
2024
Q2 		$1.18M Sell
2,346
-82
-3% -$39.9K 0.38% 67
2024
Q1 		$1.18M Buy
2,428
+33
+1% +$14.7K 0.39% 66
2023
Q4 		$848K Sell
2,395
-63
-3% -$20.5K 0.3% 75
2023
Q3 		$738K Sell
2,458
-5
-0.2% -$1.51K 0.29% 79
2023
Q2 		$707K Buy
2,463
+120
+5% +$29.6K 0.26% 82
2023
Q1 		$497K Sell
2,343
-240
-9% -$40.9K 0.19% 97
2022
Q4 		$311K Sell
2,583
-4,915
-66% -$577K 0.12% 115
2022
Q3 		$1.02M Buy
7,498
+1,505
+25% +$244K 0.43% 59
2022
Q2 		$966K Buy
5,993
+625
+12% +$121K 0.38% 65
2022
Q1 		$1.19M Sell
5,368
-113
-2% -$28.2K 0.41% 61
2021
Q4 		$1.84M Buy
5,481
+200
+4% +$66.4K 0.6% 51
2021
Q3 		$1.79M Buy
5,281
+134
+3% +$48.3K 0.61% 49
2021
Q2 		$1.79M Buy
5,147
+115
+2% +$36.9K 0.62% 48
2021
Q1 		$1.48M Hold
5,032
– – 0.52% 56
2020
Q4 		$1.38M Hold
5,032
– – 0.5% 59
2020
Q3 		$1.32M Sell
5,032
-1,304
-21% -$336K 0.52% 53
2020
Q2 		$1.44M Sell
6,336
-4,227
-40% -$883K 0.58% 50
2020
Q1 		$1.69M Buy
10,563
+4,381
+71% +$858K 0.67% 25
2019
Q4 		$1.27M Buy
6,182
+80
+1% +$15.5K 0.49% 58
2019
Q3 		$1.09M Sell
6,102
-1,000
-14% -$190K 0.41% 65
2019
Q2 		$1.37M Buy
7,102
+750
+12% +$137K 0.6% 53
2019
Q1 		$1.06M Buy
6,352
+128
+2% +$20.4K 0.47% 59
2018
Q4 		$816K Buy
6,224
+1,000
+19% +$145K 0.37% 62
2018
Q3 		$859 Buy
5,224
+542
+12% +$98.1K 0.26% 70
2018
Q2 		$910K Buy
+4,682
New +$846K 0.39% 63
2018
Q1 		– Sell
-2,182
Closed -$385K – 183
2017
Q4 		$385K Hold
2,182
– – 0.16% 111
2017
Q3 		$373K Buy
2,182
+50
+2% +$8.34K 0.17% 105
2017
Q2 		$322K Buy
+2,132
New +$317K 0.16% 110
2017
Q1 		– Sell
-2,132
Closed -$245K – 145
2016
Q4 		$245K Hold
2,132
– – 0.13% 128
2016
Q3 		$273K Buy
2,132
+300
+16% +$37.2K 0.15% 113
2016
Q2 		$209K Buy
+1,832
New +$211K 0.12% 130

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

Walter & Keenan Wealth Management's META Position: Q1 2026 in Review

Walter & Keenan Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 2.5% in Q1 2026, selling an estimated $52.6K and leaving 3,239 shares worth $1.85M. The position accounts for 0.52% of the portfolio, ranked #51.

Walter & Keenan Wealth Management first reported a position in META in Q2 2016 and has held it in 38 quarters since. The position peaked at $2.5M in Q2 2025. 5,066 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Walter & Keenan Wealth Management held 3,239 shares of Meta Platforms (Facebook) worth $1.85M as of Q1 2026.
  • Walter & Keenan Wealth Management sold 82 Meta Platforms (Facebook) shares in Q1 2026, an estimated $52.6K.
  • Meta Platforms (Facebook) made up 0.52% of Walter & Keenan Wealth Management's portfolio in Q1 2026, its #51 holding.
  • Walter & Keenan Wealth Management first reported a position in Meta Platforms (Facebook) in Q2 2016 and has held it in 38 quarters since.
  • Walter & Keenan Wealth Management's Meta Platforms (Facebook) position peaked at $2.5M in Q2 2025.
  • 5,066 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Walter & Keenan Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.