WMA
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Wealth Management Associates’s Meta Platforms (Facebook) META Stock Holding History

Wealth Management Associates’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 		$691K Buy
1,208
+540
+81% +$346K 0.24% 85
2025
Q4 		$441K Buy
668
+32
+5% +$21.4K 0.15% 126
2025
Q3 		$467K Buy
636
+46
+8% +$34.2K 0.17% 113
2025
Q2 		$435K Buy
590
+44
+8% +$27.2K 0.17% 116
2025
Q1 		$314K Sell
546
-28
-5% -$18.1K 0.13% 149
2024
Q4 		$336K Buy
574
+31
+6% +$18.2K 0.14% 140
2024
Q3 		$311K Sell
543
-44
-7% -$22.6K 0.14% 149
2024
Q2 		$296K Hold
587
– – 0.14% 143
2024
Q1 		$296K Buy
+587
New +$262K 0.14% 143
2022
Q1 		– Sell
-2,326
Closed -$782K – 198
2021
Q4 		$782K Hold
2,326
– – 0.42% 58
2021
Q3 		$789K Sell
2,326
-129
-5% -$46.5K 0.46% 53
2021
Q2 		$854K Hold
2,455
– – 0.48% 51
2021
Q1 		$723K Sell
2,455
-86
-3% -$23.2K 0.46% 51
2020
Q4 		$694K Sell
2,541
-128
-5% -$35.1K 0.46% 52
2020
Q3 		$699K Sell
2,669
-405
-13% -$104K 0.54% 46
2020
Q2 		$698K Buy
3,074
+445
+17% +$92.9K 0.59% 46
2020
Q1 		$439K Hold
2,629
– – 0.44% 54
2019
Q4 		$540K Buy
2,629
+100
+4% +$19.4K 0.39% 63
2019
Q3 		$450K Buy
+2,529
New +$481K 0.36% 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

Wealth Management Associates's META Position: Q1 2026 in Review

Wealth Management Associates increased its Meta Platforms (Facebook) (META) stake by 81% in Q1 2026, buying an estimated $346K and bringing the position to 1,208 shares worth $691K. The position accounts for 0.24% of the portfolio, ranked #85.

Wealth Management Associates first reported a position in META in Q3 2019 and has held it in 19 quarters since. The position peaked at $854K in Q2 2021. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Wealth Management Associates held 1,208 shares of Meta Platforms (Facebook) worth $691K as of Q1 2026.
  • Wealth Management Associates bought 540 Meta Platforms (Facebook) shares in Q1 2026, an estimated $346K.
  • Meta Platforms (Facebook) made up 0.24% of Wealth Management Associates's portfolio in Q1 2026, its #85 holding.
  • Wealth Management Associates first reported a position in Meta Platforms (Facebook) in Q3 2019 and has held it in 19 quarters since.
  • Wealth Management Associates's Meta Platforms (Facebook) position peaked at $854K in Q2 2021.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.