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

WBH Advisory’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 		$2.47M Buy
4,273
+842
+25% +$540K 0.19% 102
2025
Q4 		$2.26M Sell
3,431
-24
-0.7% -$16K 0.17% 98
2025
Q3 		$2.54M Buy
3,455
+95
+3% +$70.7K 0.19% 89
2025
Q2 		$2.48M Sell
3,360
-143
-4% -$88.4K 0.21% 83
2025
Q1 		$2.02M Sell
3,503
-45
-1% -$29K 0.19% 96
2024
Q4 		$2.08M Sell
3,548
-2
-0.1% -$1.17K 0.19% 90
2024
Q3 		$2.03M Sell
3,550
-41
-1% -$21.1K 0.19% 93
2024
Q2 		$1.81M Hold
3,591
– – 0.18% 94
2024
Q1 		$1.74M Sell
3,591
-54
-1% -$24.1K 0.18% 99
2023
Q4 		$1.29M Sell
3,645
-31
-0.8% -$10.1K 0.14% 128
2023
Q3 		$1.1M Buy
3,676
+12
+0.3% +$3.62K 0.14% 135
2023
Q2 		$1.05M Sell
3,664
-32
-0.9% -$7.9K 0.12% 141
2023
Q1 		$783K Buy
+3,696
New +$629K 0.1% 166
2022
Q3 		$605K Sell
4,456
-310
-7% -$50.2K 0.09% 178
2022
Q2 		$776K Sell
4,766
-495
-9% -$95.5K 0.1% 160
2022
Q1 		$1.08M Sell
5,261
-1,076
-17% -$269K 0.13% 139
2021
Q4 		$2.13M Buy
6,337
+156
+3% +$51.8K 0.24% 86
2021
Q3 		$2.1M Sell
6,181
-300
-5% -$108K 0.28% 78
2021
Q2 		$2.41M Sell
6,481
-30
-0.5% -$9.62K 0.35% 67
2021
Q1 		$1.92M Buy
6,511
+100
+2% +$26.9K 0.31% 74
2020
Q4 		$1.72M Sell
6,411
-170
-3% -$46.6K 0.3% 74
2020
Q3 		$1.72M Buy
6,581
+79
+1% +$20.4K 0.35% 63
2020
Q2 		$1.48M Buy
6,502
+33
+0.5% +$6.89K 0.36% 67
2020
Q1 		$1.08K Sell
6,469
-172
-3% -$33.7K 0.25% 79
2019
Q4 		$1.36M Sell
6,641
-108
-2% -$20.9K 0.28% 83
2019
Q3 		$1.2M Sell
6,749
-25
-0.4% -$4.75K 0.27% 88
2019
Q2 		$1.31M Sell
6,774
-10
-0.1% -$1.83K 0.3% 81
2019
Q1 		$1.13M Buy
6,784
+300
+5% +$47.7K 0.27% 88
2018
Q4 		$849 Buy
6,484
+1,426
+28% +$207K 0.21% 103
2018
Q3 		$831K Buy
5,058
+103
+2% +$18.6K 0.2% 108
2018
Q2 		$962K Buy
4,955
+38
+0.8% +$6.87K 0.25% 95
2018
Q1 		$785K Sell
4,917
-205
-4% -$36.8K 0.21% 103
2017
Q4 		$903K Hold
5,122
– – 0.24% 98
2017
Q3 		$875K Buy
5,122
+125
+3% +$20.9K 0.24% 92
2017
Q2 		$754K Buy
4,997
+25
+0.5% +$3.72K 0.21% 102
2017
Q1 		$706K Buy
4,972
+259
+5% +$34.6K 0.21% 98
2016
Q4 		$542K Buy
4,713
+80
+2% +$9.82K 0.18% 122
2016
Q3 		$594K Buy
4,633
+1,160
+33% +$144K 0.2% 110
2016
Q2 		$396K Hold
3,473
– – 0.15% 130
2016
Q1 		$396K Buy
3,473
+80
+2% +$8.44K 0.13% 130
2015
Q4 		$355 Sell
3,393
-66
-2% -$6.78K 0.12% 142
2015
Q3 		$310K Buy
3,459
+282
+9% +$25.9K 0.13% 147
2015
Q2 		$272K Sell
3,177
-50
-2% -$4.08K 0.11% 165
2015
Q1 		$265 Hold
3,227
– – 0.07% 174
2014
Q4 		$251K Hold
3,227
– – 0.09% 175
2014
Q3 		$255K Buy
3,227
+27
+0.8% +$1.98K 0.09% 173
2014
Q2 		$215K Buy
+3,200
New +$197K 0.08% 197

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

WBH Advisory's META Position: Q1 2026 in Review

WBH Advisory increased its Meta Platforms (Facebook) (META) stake by 25% in Q1 2026, buying an estimated $540K and bringing the position to 4,273 shares worth $2.47M. The position accounts for 0.19% of the portfolio, ranked #102.

WBH Advisory first reported a position in META in Q2 2014 and has held it in 47 quarters since. The position peaked at $2.54M in Q3 2025. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • WBH Advisory held 4,273 shares of Meta Platforms (Facebook) worth $2.47M as of Q1 2026.
  • WBH Advisory bought 842 Meta Platforms (Facebook) shares in Q1 2026, an estimated $540K.
  • Meta Platforms (Facebook) made up 0.19% of WBH Advisory's portfolio in Q1 2026, its #102 holding.
  • WBH Advisory first reported a position in Meta Platforms (Facebook) in Q2 2014 and has held it in 47 quarters since.
  • WBH Advisory's Meta Platforms (Facebook) position peaked at $2.54M in Q3 2025.
  • 5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.