WWM
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Western Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Western Wealth Management’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 		$15.8M Buy
27,662
+4,758
+21% +$3.05M 0.6% 29
2025
Q4 		$15.1M Buy
22,904
+751
+3% +$501K 0.7% 25
2025
Q3 		$16.3M Buy
22,153
+895
+4% +$666K 0.86% 20
2025
Q2 		$15.7M Buy
21,258
+1,635
+8% +$1.01M 0.93% 19
2025
Q1 		$11.3M Buy
19,623
+1,492
+8% +$963K 0.75% 26
2024
Q4 		$10.6M Sell
18,131
-1,290
-7% -$757K 0.69% 31
2024
Q3 		$11.1M Buy
19,421
+1,908
+11% +$982K 0.63% 30
2024
Q2 		$8.83M Buy
17,513
+1,976
+13% +$961K 0.65% 28
2024
Q1 		$7.54M Sell
15,537
-1,213
-7% -$541K 0.59% 33
2023
Q4 		$5.93M Buy
16,750
+756
+5% +$246K 0.43% 44
2023
Q3 		$4.8M Sell
15,994
-967
-6% -$291K 0.41% 48
2023
Q2 		$4.87M Buy
16,961
+1,554
+10% +$383K 0.42% 45
2023
Q1 		$3.27M Buy
15,407
+254
+2% +$43.3K 0.3% 74
2022
Q4 		$1.82M Sell
15,153
-13,848
-48% -$1.63M 0.19% 131
2022
Q3 		$3.93M Buy
29,001
+3,449
+13% +$559K 0.23% 100
2022
Q2 		$4.11M Sell
25,552
-1,041
-4% -$201K 0.24% 94
2022
Q1 		$5.91M Buy
26,593
+3,986
+18% +$996K 0.29% 74
2021
Q4 		$7.6M Buy
+22,607
New +$7.51M 0.75% 26
2021
Q2 		$7.14M Sell
20,573
-118
-0.6% -$37.9K 0.73% 19
2021
Q1 		$6.09M Sell
20,691
-1,333
-6% -$359K 0.82% 21
2020
Q4 		$6.02M Sell
22,024
-3,264
-13% -$895K 0.88% 16
2020
Q3 		$6.62M Buy
25,288
+278
+1% +$71.7K 1.08% 15
2020
Q2 		$5.68M Buy
25,010
+391
+2% +$81.6K 1.03% 17
2020
Q1 		$4.08M Buy
24,619
+215
+0.9% +$42.1K 0.94% 18
2019
Q4 		$5.01M Sell
24,404
-2,545
-9% -$493K 0.76% 31
2019
Q3 		$4.8M Sell
26,949
-625
-2% -$119K 1% 18
2019
Q2 		$5.33M Sell
27,574
-1,557
-5% -$284K 0.7% 35
2019
Q1 		$4.87M Sell
29,131
-1,436
-5% -$228K 1.08% 18
2018
Q4 		$4M Buy
+30,567
New +$4.43M 1.08% 19

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

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

Western Wealth Management increased its Meta Platforms (Facebook) (META) stake by 21% in Q1 2026, buying an estimated $3.05M and bringing the position to 27,662 shares worth $15.8M. The position accounts for 0.6% of the portfolio, ranked #29.

Western Wealth Management first reported a position in META in Q4 2018 and has held it in 29 quarters since. The position peaked at $16.3M in Q3 2025. 5,066 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Western Wealth Management held 27,662 shares of Meta Platforms (Facebook) worth $15.8M as of Q1 2026.
  • Western Wealth Management bought 4,758 Meta Platforms (Facebook) shares in Q1 2026, an estimated $3.05M.
  • Meta Platforms (Facebook) made up 0.6% of Western Wealth Management's portfolio in Q1 2026, its #29 holding.
  • Western Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2018 and has held it in 29 quarters since.
  • Western Wealth Management's Meta Platforms (Facebook) position peaked at $16.3M in Q3 2025.
  • 5,066 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.