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Wealth Forward LLC’s Meta Platforms (Facebook) META Stock Holding History

Wealth Forward LLC’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 		$284K Buy
496
+6
+1% +$3.85K 0.16% 34
2025
Q4 		$323K Buy
+490
New +$327K 0.18% 33

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

Wealth Forward LLC's META Position: Q1 2026 in Review

Wealth Forward LLC increased its Meta Platforms (Facebook) (META) stake by 1.2% in Q1 2026, buying an estimated $3.85K and bringing the position to 496 shares worth $284K. The position accounts for 0.16% of the portfolio, ranked #34.

Wealth Forward LLC first reported a position in META in Q4 2025 and has held it in 2 quarters since. The position peaked at $323K in Q4 2025. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Wealth Forward LLC held 496 shares of Meta Platforms (Facebook) worth $284K as of Q1 2026.
  • Wealth Forward LLC bought 6 Meta Platforms (Facebook) shares in Q1 2026, an estimated $3.85K.
  • Meta Platforms (Facebook) made up 0.16% of Wealth Forward LLC's portfolio in Q1 2026, its #34 holding.
  • Wealth Forward LLC first reported a position in Meta Platforms (Facebook) in Q4 2025 and has held it in 2 quarters since.
  • Wealth Forward LLC's Meta Platforms (Facebook) position peaked at $323K in Q4 2025.
  • 5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Wealth Forward LLC's 13F filing for Q1 2026, filed 4 May 2026.