SEC 13F Intelligence

Peterson Wealth Management / META

Peterson Wealth Management’s Meta Platforms Inc Position

Does Peterson Wealth Management own Meta Platforms Inc (META)? Yes — 4.7K shares worth $3M (+1.56% of its 13F portfolio) as of Q1 2026, up from 4.5K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
4.7K
% of Portfolio
+1.56%
Quarters Held
5
currently held

Position History META

Reported value by quarter
Q4 ’24: $202,167Q4 ’24Q2 ’25: $279,812Q2 ’25Q3 ’25: $3MQ3 ’25Q4 ’25: $3MQ4 ’25Q1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20264.7K$3M+1.56%
Q4 20254.5K$3M+2.21%
Q3 20254.5K$3M+1.96%
Q2 2025485$279,812+0.19%
Q4 2024345$202,167+0.12%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Peterson Wealth Management’s full portfolio or all institutional holders of META.