WOSD
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WFA of San Diego’s Meta Platforms (Facebook) META Stock Holding History

WFA of San Diego’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 		$600K Sell
1,049
-11
-1% -$7.05K 0.48% 46
2025
Q4 		$700K Sell
1,060
-393
-27% -$262K 0.51% 47
2025
Q3 		$1.07M Hold
1,453
– – 0.73% 33
2025
Q2 		$1.07M Buy
+1,453
New +$898K 0.79% 32
2024
Q3 		$935K Hold
1,633
– – 0.79% 29
2024
Q2 		$823K Buy
+1,633
New +$794K 0.74% 30
2023
Q3 		$369K Sell
1,230
-20
-2% -$6.03K 0.38% 54
2023
Q2 		$359K Hold
1,250
– – 0.35% 57
2023
Q1 		$265K Sell
1,250
-100
-7% -$17K 0.28% 66
2022
Q4 		$162K Buy
+1,350
New +$159K 0.12% 99
2022
Q3 		– Sell
-1,457
Closed -$235K – 268
2022
Q2 		$235K Sell
1,457
-56
-4% -$10.8K 0.2% 76
2022
Q1 		$336K Sell
1,513
-10
-0.7% -$2.5K 0.26% 72
2021
Q4 		$512K Sell
1,523
-40
-3% -$13.3K 0.3% 70
2021
Q3 		$530K Buy
1,563
+26
+2% +$9.36K 0.37% 53
2021
Q2 		$534K Buy
1,537
+14
+0.9% +$4.49K 0.41% 49
2021
Q1 		$449K Sell
1,523
-330
-18% -$88.9K 0.37% 53
2020
Q4 		$273 Sell
1,853
-100
-5% -$27.4K 0.07% 27
2020
Q3 		$511K Sell
1,953
-43,293
-96% -$11.2M 0.48% 46
2020
Q2 		$10M Buy
+45,246
New +$9.45M 2.34% 6

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

WFA of San Diego's META Position: Q1 2026 in Review

WFA of San Diego reduced its Meta Platforms (Facebook) (META) stake by 1% in Q1 2026, selling an estimated $7.05K and leaving 1,049 shares worth $600K. The position accounts for 0.48% of the portfolio, ranked #46.

WFA of San Diego first reported a position in META in Q2 2020 and has held it in 19 quarters since. The position peaked at $10M in Q2 2020. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • WFA of San Diego held 1,049 shares of Meta Platforms (Facebook) worth $600K as of Q1 2026.
  • WFA of San Diego sold 11 Meta Platforms (Facebook) shares in Q1 2026, an estimated $7.05K.
  • Meta Platforms (Facebook) made up 0.48% of WFA of San Diego's portfolio in Q1 2026, its #46 holding.
  • WFA of San Diego first reported a position in Meta Platforms (Facebook) in Q2 2020 and has held it in 19 quarters since.
  • WFA of San Diego's Meta Platforms (Facebook) position peaked at $10M in Q2 2020.
  • 5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.