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Waypoint Wealth Counsel’s Meta Platforms (Facebook) META Stock Holding History

Waypoint Wealth Counsel’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 		$690K Sell
1,205
-812
-40% -$520K 0.36% 50
2025
Q4 		$1.33M Buy
2,017
+220
+12% +$147K 0.49% 34
2025
Q3 		$1.32M Buy
1,797
+106
+6% +$78.9K 0.52% 37
2025
Q2 		$1.25M Buy
1,691
+199
+13% +$123K 0.62% 35
2025
Q1 		$860K Buy
1,492
+154
+12% +$99.4K 0.54% 38
2024
Q4 		$784K Buy
1,338
+56
+4% +$32.9K 0.51% 38
2024
Q3 		$734K Buy
1,282
+263
+26% +$135K 0.49% 40
2024
Q2 		$514K Buy
1,019
+27
+3% +$13.1K 0.39% 43
2024
Q1 		$482K Sell
992
-16
-2% -$7.14K 0.37% 47
2023
Q4 		$357K Buy
1,008
+10
+1% +$3.26K 0.3% 57
2023
Q3 		$300K Buy
998
+68
+7% +$20.5K 0.28% 57
2023
Q2 		$267K Buy
+930
New +$229K 0.24% 71

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

Waypoint Wealth Counsel's META Position: Q1 2026 in Review

Waypoint Wealth Counsel reduced its Meta Platforms (Facebook) (META) stake by 40% in Q1 2026, selling an estimated $520K and leaving 1,205 shares worth $690K. The position accounts for 0.36% of the portfolio, ranked #50.

Waypoint Wealth Counsel first reported a position in META in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.33M in Q4 2025. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Waypoint Wealth Counsel held 1,205 shares of Meta Platforms (Facebook) worth $690K as of Q1 2026.
  • Waypoint Wealth Counsel sold 812 Meta Platforms (Facebook) shares in Q1 2026, an estimated $520K.
  • Meta Platforms (Facebook) made up 0.36% of Waypoint Wealth Counsel's portfolio in Q1 2026, its #50 holding.
  • Waypoint Wealth Counsel first reported a position in Meta Platforms (Facebook) in Q2 2023 and has held it in 12 quarters since.
  • Waypoint Wealth Counsel's Meta Platforms (Facebook) position peaked at $1.33M in Q4 2025.
  • 5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.