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

WJ 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 		$414K Sell
724
-10
-1% -$6.41K 0.19% 58
2025
Q4 		$485K Sell
734
-31
-4% -$20.7K 0.21% 55
2025
Q3 		$496K Sell
765
-727
-49% -$541K 0.22% 55
2025
Q2 		$1.1M Sell
1,492
-82
-5% -$50.7K 0.35% 47
2025
Q1 		$907K Sell
1,574
-240
-13% -$155K 0.32% 48
2024
Q4 		$1.06M Buy
1,814
+120
+7% +$70.4K 0.37% 38
2024
Q3 		$970K Sell
1,694
-34
-2% -$17.5K 0.34% 39
2024
Q2 		$871K Buy
1,728
+26
+2% +$12.6K 0.32% 45
2024
Q1 		$826K Buy
1,702
+406
+31% +$181K 0.33% 44
2023
Q4 		$459K Sell
1,296
-100
-7% -$32.6K 0.2% 54
2023
Q3 		$419K Buy
+1,396
New +$421K 0.2% 48

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

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

WJ Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 1.4% in Q1 2026, selling an estimated $6.41K and leaving 724 shares worth $414K. The position accounts for 0.19% of the portfolio, ranked #58.

WJ Wealth Management first reported a position in META in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.1M in Q2 2025. 5,069 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • WJ Wealth Management held 724 shares of Meta Platforms (Facebook) worth $414K as of Q1 2026.
  • WJ Wealth Management sold 10 Meta Platforms (Facebook) shares in Q1 2026, an estimated $6.41K.
  • Meta Platforms (Facebook) made up 0.19% of WJ Wealth Management's portfolio in Q1 2026, its #58 holding.
  • WJ Wealth Management first reported a position in Meta Platforms (Facebook) in Q3 2023 and has held it in 11 quarters since.
  • WJ Wealth Management's Meta Platforms (Facebook) position peaked at $1.1M in Q2 2025.
  • 5,069 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on WJ Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.