SEC 13F Intelligence

Strategic Wealth Investment Group, LLC / META

Strategic Wealth Investment Group, LLC’s Meta Platforms Inc Position

Does Strategic Wealth Investment Group, LLC own Meta Platforms Inc (META)? Yes — 33.3K shares worth $19M (+2.42% of its 13F portfolio) as of Q1 2026, up from 31.4K shares the prior filed quarter.

Position Value
$19M
Q1 2026
Shares
33.3K
% of Portfolio
+2.42%
Quarters Held
25
currently held

Position History META

Reported value by quarter
Q4 ’19: $1MQ4 ’19Q1 ’20: $1MQ2 ’20: $1MQ3 ’20: $2MQ4 ’20: $2MQ4 ’20Q1 ’21: $3MQ2 ’21: $4MQ3 ’21: $5MQ4 ’21: $6MQ4 ’21Q1 ’22: $5MQ2 ’22: $4MQ3 ’22: $4MQ4 ’22: $5MQ4 ’22Q1 ’23: $10MQ2 ’23: $11MQ3 ’23: $13MQ4 ’23: $16MQ4 ’23Q2 ’24: $17MQ3 ’24: $25MQ4 ’24: $27MQ1 ’25: $2MQ1 ’25Q2 ’25: $2MQ3 ’25: $32MQ4 ’25: $21MQ1 ’26: $19MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202633.3K$19M+2.42%
Q4 202531.4K$21M+2.55%
Q3 202543.8K$32M+2.71%
Q2 20253.1K$2M+3.33%
Q1 20252.8K$2M+2.85%
Q4 202446.6K$27M+0.99%
Q3 202443.3K$25M+2.67%
Q2 202434.0K$17M+2.17%
Q4 202344.8K$16M+2.38%
Q3 202341.8K$13M+2.27%
Q2 202338.9K$11M+1.77%
Q1 202345.8K$10M+1.80%
Q4 202238.9K$5M+1.20%
Q3 202227.5K$4M+1.07%
Q2 202224.2K$4M+0.98%
Q1 202221.8K$5M+1.16%
Q4 202117.2K$6M+1.51%
Q3 202115.2K$5M+1.53%
Q2 202112.5K$4M+1.54%
Q1 20219.3K$3M+1.32%
Q4 20207.2K$2M+1.14%
Q3 20206.7K$2M+1.31%
Q2 20206.0K$1M+1.33%
Q1 20206.4K$1M+1.73%
Q4 20196.1K$1M+1.29%

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