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Allium Financial Advisors’s Meta Platforms (Facebook) META Stock Holding History

Allium Financial Advisors’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 		$2.12M Buy
3,757
+1,643
+78% +$1M 1.39% 17
2026
Q1 		$1.21M Sell
2,114
-10
-0.5% -$6.41K 0.97% 19
2025
Q4 		$1.4M Sell
2,124
-81
-4% -$54.1K 1.11% 18
2025
Q3 		$1.62M Sell
2,205
-99
-4% -$73.7K 1.34% 16
2025
Q2 		$1.7M Sell
2,304
-1,848
-45% -$1.14M 1.48% 14
2025
Q1 		$2.39M Buy
+4,152
New +$2.68M 2.18% 10

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

Allium Financial Advisors's META Position: Q2 2026 in Review

Allium Financial Advisors increased its Meta Platforms (Facebook) (META) stake by 78% in Q2 2026, buying an estimated $1M and bringing the position to 3,757 shares worth $2.12M. The position accounts for 1.39% of the portfolio, ranked #17.

Allium Financial Advisors first reported a position in META in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.39M in Q1 2025. 5,072 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Allium Financial Advisors held 3,757 shares of Meta Platforms (Facebook) worth $2.12M as of Q2 2026.
  • Allium Financial Advisors bought 1,643 Meta Platforms (Facebook) shares in Q2 2026, an estimated $1M.
  • Meta Platforms (Facebook) made up 1.39% of Allium Financial Advisors's portfolio in Q2 2026, its #17 holding.
  • Allium Financial Advisors first reported a position in Meta Platforms (Facebook) in Q1 2025 and has held it in 6 quarters since.
  • Allium Financial Advisors's Meta Platforms (Facebook) position peaked at $2.39M in Q1 2025.
  • 5,072 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Allium Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.