WLG
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Williamson Legacy Group’s Meta Platforms (Facebook) META Stock Holding History

Williamson Legacy 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 		– Sell
-996
Closed -$657K – 99
2025
Q4 		$657K Sell
996
-1,909
-66% -$1.27M 0.51% 74
2025
Q3 		$2.13M Sell
2,905
-99
-3% -$73.7K 1.65% 16
2025
Q2 		$2.22M Sell
3,004
-1,724
-36% -$1.07M 1.87% 7
2025
Q1 		$2.73M Buy
4,728
+27
+0.6% +$17.4K 2.59% 1
2024
Q4 		$2.75M Sell
4,701
-93
-2% -$54.6K 1.83% 4
2024
Q3 		$2.74M Buy
4,794
+77
+2% +$39.6K 1.83% 4
2024
Q2 		$2.38M Buy
4,717
+2
+0% +$972 1.77% 8
2024
Q1 		$2.29M Buy
4,715
+45
+1% +$20.1K 1.77% 9
2023
Q4 		$1.65M Buy
+4,670
New +$1.52M 1.53% 15

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

Williamson Legacy Group's META Position: Q1 2026 in Review

Williamson Legacy Group sold out of Meta Platforms (Facebook) (META) in Q1 2026, closing a stake of 996 shares — an estimated $657K sold.

Williamson Legacy Group first reported a position in META in Q4 2023 and held it in 9 quarters. The position peaked at $2.75M in Q4 2024. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Williamson Legacy Group reported no remaining Meta Platforms (Facebook) position as of Q1 2026 after selling out during the quarter.
  • Williamson Legacy Group sold 996 Meta Platforms (Facebook) shares in Q1 2026, an estimated $657K.
  • Williamson Legacy Group first reported a position in Meta Platforms (Facebook) in Q4 2023 and held it in 9 quarters.
  • Williamson Legacy Group's Meta Platforms (Facebook) position peaked at $2.75M in Q4 2024.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Williamson Legacy Group's 13F filing for Q1 2026, filed 13 May 2026.