Primoris Wealth Advisors, LLC / META
Primoris Wealth Advisors, LLC’s Meta Platforms Inc Position
Does Primoris Wealth Advisors, LLC own Meta Platforms Inc (META)? Yes — 3.0K shares worth $2M (+1.22% of its 13F portfolio) as of Q1 2026, down from 7.4K shares the prior filed quarter.
Position Value
$2M
Q1 2026
Shares
3.0K
% of Portfolio
+1.22%
Quarters Held
13
currently held
Position History META
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 3.0K | $2M | +1.22% |
| Q4 2025 | 7.4K | $5M | +2.92% |
| Q3 2025 | 7.8K | $6M | +3.63% |
| Q2 2025 | 8.2K | $6M | +4.11% |
| Q1 2025 | 8.3K | $5M | +3.68% |
| Q4 2024 | 8.3K | $5M | +3.68% |
| Q3 2024 | 7.1K | $4M | +2.94% |
| Q2 2024 | 8.4K | $4M | +3.37% |
| Q1 2024 | 10.4K | $5M | +4.05% |
| Q4 2023 | 10.5K | $4M | +3.52% |
| Q3 2023 | 2.4K | $709,997 | +0.86% |
| Q2 2022 | 15.3K | $2M | +3.55% |
| Q1 2022 | 18.6K | $4M | +3.85% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Primoris Wealth Advisors, LLC’s full portfolio or all institutional holders of META.