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

Westwood 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	$15.3M	Buy	26,763 +23,542	+731%	+$15.1M	6.01%	3
2025 Q4	$2.13M	Sell	3,221 -23,993	-88%	-$16M	1.6%	21
2025 Q3	$20M	Sell	27,214 -7,580	-22%	-$5.64M	7.33%	2
2025 Q2	$25.7M	Sell	34,794 -1,686	-5%	-$1.04M	8.63%	2
2025 Q1	$21M	Buy	36,480 +4,740	+15%	+$3.06M	9.07%	3
2024 Q4	$18.6M	Buy	31,740 +304	+1%	+$178K	6.71%	3
2024 Q3	$18M	Buy	31,436 +4,845	+18%	+$2.49M	7.05%	3
2024 Q2	$13.4M	Buy	26,591 +2,118	+9%	+$1.03M	5%	3
2024 Q1	$11.9M	Buy	24,473 +18,322	+298%	+$8.17M	5.81%	3
2023 Q4	$2.18M	Buy	6,151 +2,040	+50%	+$664K	1.68%	12
2023 Q3	$1.23M	Buy	4,111 +900	+28%	+$271K	0.82%	19
2023 Q2	$921K	Buy	3,211 +456	+17%	+$113K	0.65%	23
2023 Q1	$584K	Buy	+2,755	New	+$469K	0.52%	30
2022 Q1	–	Sell	-4,811	Closed	-$1.62M	–	53
2021 Q4	$1.62M	Buy	+4,811	New	+$1.6M	0.69%	25

Other funds holding META

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Westwood Wealth Management increased its Meta Platforms (Facebook) (META) stake by 731% in Q1 2026, buying an estimated $15.1M and bringing the position to 26,763 shares worth $15.3M. The position accounts for 6.01% of the portfolio, ranked #3.

Westwood Wealth Management first reported a position in META in Q4 2021 and has held it in 14 quarters since. The position peaked at $25.7M in Q2 2025. 5,070 funds tracked by Wall St. Rank hold META as of Q1 2026.

Westwood Wealth Management held 26,763 shares of Meta Platforms (Facebook) worth $15.3M as of Q1 2026.
Westwood Wealth Management bought 23,542 Meta Platforms (Facebook) shares in Q1 2026, an estimated $15.1M.
Meta Platforms (Facebook) made up 6.01% of Westwood Wealth Management's portfolio in Q1 2026, its #3 holding.
Westwood Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 14 quarters since.
Westwood Wealth Management's Meta Platforms (Facebook) position peaked at $25.7M in Q2 2025.
5,070 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Westwood Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.