4WM
META icon

4J Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

4J 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
Q2 		$976K Buy
1,733
+29
+2% +$17.7K 0.48% 34
2026
Q1 		$975K Buy
1,704
+36
+2% +$23.1K 0.55% 32
2025
Q4 		$1.1M Buy
1,668
+43
+3% +$28.7K 0.63% 29
2025
Q3 		$1.19M Sell
1,625
-12
-0.7% -$8.93K 0.7% 30
2025
Q2 		$1.21M Sell
1,637
-10
-0.6% -$6.18K 0.82% 27
2025
Q1 		$949K Buy
1,647
+103
+7% +$66.5K 0.75% 28
2024
Q4 		$904K Buy
1,544
+1
+0.1% +$587 0.73% 28
2024
Q3 		$883K Buy
1,543
+4
+0.3% +$2.06K 0.68% 30
2024
Q2 		$776K Sell
1,539
-90
-6% -$43.7K 0.64% 32
2024
Q1 		$791K Sell
1,629
-58
-3% -$25.9K 0.68% 32
2023
Q4 		$597K Sell
1,687
-456
-21% -$148K 0.55% 39
2023
Q3 		$643K Sell
2,143
-10
-0.5% -$3.01K 0.64% 35
2023
Q2 		$618K Sell
2,153
-73
-3% -$18K 0.6% 40
2023
Q1 		$472K Sell
2,226
-350
-14% -$59.6K 0.51% 47
2022
Q4 		$310K Sell
2,576
-156
-6% -$18.3K 0.36% 60
2022
Q3 		$371K Hold
2,732
– – 0.47% 49
2022
Q2 		$441K Sell
2,732
-169
-6% -$32.6K 0.55% 38
2022
Q1 		$645K Sell
2,901
-279
-9% -$69.7K 0.56% 36
2021
Q4 		$1.07M Buy
3,180
+10
+0.3% +$3.32K 0.9% 30
2021
Q3 		$1.08M Buy
3,170
+70
+2% +$25.2K 0.94% 30
2021
Q2 		$1.08M Buy
3,100
+11
+0.4% +$3.53K 0.94% 29
2021
Q1 		$910K Buy
3,089
+426
+16% +$115K 0.85% 32
2020
Q4 		$727K Buy
+2,663
New +$730K 0.7% 37

Other funds holding META

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

4J Wealth Management's META Position: Q2 2026 in Review

4J Wealth Management increased its Meta Platforms (Facebook) (META) stake by 1.7% in Q2 2026, buying an estimated $17.7K and bringing the position to 1,733 shares worth $976K. The position accounts for 0.48% of the portfolio, ranked #34.

4J Wealth Management first reported a position in META in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.21M in Q2 2025. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • 4J Wealth Management held 1,733 shares of Meta Platforms (Facebook) worth $976K as of Q2 2026.
  • 4J Wealth Management bought 29 Meta Platforms (Facebook) shares in Q2 2026, an estimated $17.7K.
  • Meta Platforms (Facebook) made up 0.48% of 4J Wealth Management's portfolio in Q2 2026, its #34 holding.
  • 4J Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 23 quarters since.
  • 4J Wealth Management's Meta Platforms (Facebook) position peaked at $1.21M in Q2 2025.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on 4J Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.