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

Abound 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 		$1.1M Sell
1,957
-235
-11% -$144K 0.22% 34
2026
Q1 		$1.25M Buy
2,192
+57
+3% +$36.5K 0.29% 32
2025
Q4 		$1.41M Buy
2,135
+7
+0.3% +$4.67K 0.33% 31
2025
Q3 		$1.56M Buy
2,128
+76
+4% +$56.6K 0.39% 29
2025
Q2 		$1.51M Buy
2,052
+149
+8% +$92.1K 0.43% 28
2025
Q1 		$1.1M Buy
1,903
+1,264
+198% +$815K 0.37% 28
2024
Q4 		$374K Buy
639
+31
+5% +$18.2K 0.12% 44
2024
Q3 		$348K Buy
608
+110
+22% +$56.6K 0.12% 42
2024
Q2 		$251K Sell
498
-21
-4% -$10.2K 0.09% 51
2024
Q1 		$252K Buy
519
+56
+12% +$25K 0.1% 50
2023
Q4 		$164K Buy
463
+5
+1% +$1.63K 0.07% 67
2023
Q3 		$137K Buy
458
+29
+7% +$8.74K 0.06% 67
2023
Q2 		$123K Buy
429
+27
+7% +$6.66K 0.05% 68
2023
Q1 		$85.2K Buy
402
+28
+7% +$4.77K 0.04% 84
2022
Q4 		$45K Sell
374
-17
-4% -$2K 0.02% 122
2022
Q3 		$53.1K Buy
+391
New +$63.4K 0.03% 106

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

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

Abound Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 11% in Q2 2026, selling an estimated $144K and leaving 1,957 shares worth $1.1M. The position accounts for 0.22% of the portfolio, ranked #34.

Abound Wealth Management first reported a position in META in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.56M in Q3 2025. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Abound Wealth Management held 1,957 shares of Meta Platforms (Facebook) worth $1.1M as of Q2 2026.
  • Abound Wealth Management sold 235 Meta Platforms (Facebook) shares in Q2 2026, an estimated $144K.
  • Meta Platforms (Facebook) made up 0.22% of Abound Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Abound Wealth Management first reported a position in Meta Platforms (Facebook) in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's Meta Platforms (Facebook) position peaked at $1.56M in Q3 2025.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.