SEC 13F Intelligence

Peterson Wealth Services / META

Peterson Wealth Services’s Meta Platforms Inc Position

Does Peterson Wealth Services own Meta Platforms Inc (META)? Yes7.7K shares worth $4M (+1.08% of its 13F portfolio) as of Q1 2026, up from 7.3K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
7.7K
% of Portfolio
+1.08%
Quarters Held
13
currently held

Position History META

Reported value by quarter
Q4 ’21: $1MQ4 ’21Q2 ’23: $269,474Q3 ’23: $279,796Q3 ’23Q4 ’23: $339,802Q1 ’24: $487,325Q1 ’24Q2 ’24: $502,283Q3 ’24: $3MQ3 ’24Q4 ’24: $3MQ1 ’25: $4MQ1 ’25Q2 ’25: $5MQ3 ’25: $5MQ3 ’25Q4 ’25: $5MQ1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20267.7K$4M+1.08%
Q4 20257.3K$5M+1.22%
Q3 20252.9K$5M+1.25%
Q2 20256.9K$5M+1.39%
Q1 20256.8K$4M+1.21%
Q4 20245.6K$3M+0.99%
Q3 20245.5K$3M+1.00%
Q2 2024996$502,283+0.18%
Q1 20241.0K$487,325+0.18%
Q4 2023960$339,802+0.15%
Q3 2023932$279,796+0.21%
Q2 2023939$269,474+0.13%
Q4 20213.6K$1M+0.81%

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