AWM
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Able Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Able 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 		$466K Buy
874
+267
+44% +$163K 0.11% 82
2026
Q1 		$347K Sell
607
-27
-4% -$17.3K 0.09% 94
2025
Q4 		$418K Buy
634
+116
+22% +$77.5K 0.13% 80
2025
Q3 		$381K Sell
518
-42
-8% -$31.3K 0.14% 77
2025
Q2 		$414K Buy
560
+180
+47% +$111K 0.21% 71
2025
Q1 		$219K Hold
380
– – 0.13% 92
2024
Q4 		$223K Buy
+380
New +$223K 0.15% 87
2024
Q1 		– Sell
-272
Closed -$96.3K – 378
2023
Q4 		$96.3K Buy
+272
New +$88.6K 0.09% 101

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

Able Wealth Management's META Position: Q2 2026 in Review

Able Wealth Management increased its Meta Platforms (Facebook) (META) stake by 44% in Q2 2026, buying an estimated $163K and bringing the position to 874 shares worth $466K. The position accounts for 0.11% of the portfolio, ranked #82.

Able Wealth Management first reported a position in META in Q4 2023 and has held it in 8 quarters since. 5,069 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Able Wealth Management held 874 shares of Meta Platforms (Facebook) worth $466K as of Q2 2026.
  • Able Wealth Management bought 267 Meta Platforms (Facebook) shares in Q2 2026, an estimated $163K.
  • Meta Platforms (Facebook) made up 0.11% of Able Wealth Management's portfolio in Q2 2026, its #82 holding.
  • Able Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 8 quarters since.
  • 5,069 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Able Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.