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West Wealth Group’s Meta Platforms (Facebook) META Stock Holding History

West Wealth Group’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 		$806K Buy
1,408
+382
+37% +$245K 0.16% 46
2025
Q4 		$678K Sell
1,026
-30
-3% -$20K 0.14% 52
2025
Q3 		$758K Sell
1,056
-102
-9% -$75.9K 0.17% 44
2025
Q2 		$894K Buy
1,158
+220
+23% +$136K 0.22% 36
2025
Q1 		$550K Buy
938
+139
+17% +$89.7K 0.16% 45
2024
Q4 		$468K Buy
799
+200
+33% +$117K 0.14% 50
2024
Q3 		$343K Buy
599
+37
+7% +$19K 0.11% 59
2024
Q2 		$284K Buy
562
+53
+10% +$25.8K 0.1% 64
2024
Q1 		$247K Buy
+509
New +$227K 0.09% 72
2022
Q1 		– Sell
-725
Closed -$243K – 71
2021
Q4 		$243K Buy
+725
New +$241K 0.09% 52

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

West Wealth Group's META Position: Q1 2026 in Review

West Wealth Group increased its Meta Platforms (Facebook) (META) stake by 37% in Q1 2026, buying an estimated $245K and bringing the position to 1,408 shares worth $806K. The position accounts for 0.16% of the portfolio, ranked #46.

West Wealth Group first reported a position in META in Q4 2021 and has held it in 10 quarters since. The position peaked at $894K in Q2 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • West Wealth Group held 1,408 shares of Meta Platforms (Facebook) worth $806K as of Q1 2026.
  • West Wealth Group bought 382 Meta Platforms (Facebook) shares in Q1 2026, an estimated $245K.
  • Meta Platforms (Facebook) made up 0.16% of West Wealth Group's portfolio in Q1 2026, its #46 holding.
  • West Wealth Group first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 10 quarters since.
  • West Wealth Group's Meta Platforms (Facebook) position peaked at $894K in Q2 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on West Wealth Group's 13F filing for Q1 2026, filed 12 May 2026.