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

AE 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
2018
Q4 		– Sell
-100
Closed -$1K – 556
2018
Q3 		$1K Buy
+100
New +$18.1K ﹤0.01% 603

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 $3.38T AUM 44.17% 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

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

AE Wealth Management increased its Meta Platforms (Facebook) (META) stake by 4.8% in Q2 2026, buying an estimated $10.6M and bringing the position to 376,868 shares worth $212M. The position accounts for 0.99% of the portfolio, ranked #15.

AE Wealth Management first reported a position in META in Q4 2016 and has held it in 39 quarters since. The position peaked at $229M in Q4 2025. 5,088 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • AE Wealth Management held 376,868 shares of Meta Platforms (Facebook) worth $212M as of Q2 2026.
  • AE Wealth Management bought 17,298 Meta Platforms (Facebook) shares in Q2 2026, an estimated $10.6M.
  • Meta Platforms (Facebook) made up 0.99% of AE Wealth Management's portfolio in Q2 2026, its #15 holding.
  • AE Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2016 and has held it in 39 quarters since.
  • AE Wealth Management's Meta Platforms (Facebook) position peaked at $229M in Q4 2025.
  • 5,088 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.