WWM
META icon

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
2024
Q3 		– Hold
0
– -$10.1M – 41
2024
Q2 		– Hold
0
– – – 8
2023
Q2 		– Sell
-5,000
Closed -$1.06M – 47
2023
Q1 		$1.06M Buy
+5,000
New +$852K 0.94% 20

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

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. 5,071 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.
  • 5,071 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.