AFW
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Atlantic Family Wealth’s Meta Platforms (Facebook) META Stock Holding History

Atlantic Family Wealth’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 		$224K Hold
397
– – 0.14% 59
2026
Q1 		$227K Buy
397
+53
+15% +$34K 0.16% 55
2025
Q4 		$227K Hold
344
– – 0.17% 50
2025
Q3 		$253K Buy
+344
New +$256K 0.2% 42

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

Atlantic Family Wealth's META Position: Q2 2026 in Review

Atlantic Family Wealth held its Meta Platforms (Facebook) (META) position steady in Q2 2026 at 397 shares worth $224K. The position accounts for 0.14% of the portfolio, ranked #59.

Atlantic Family Wealth first reported a position in META in Q3 2025 and has held it in 4 quarters since. The position peaked at $253K in Q3 2025. 5,037 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Atlantic Family Wealth held 397 shares of Meta Platforms (Facebook) worth $224K as of Q2 2026.
  • Atlantic Family Wealth left its Meta Platforms (Facebook) share count unchanged in Q2 2026.
  • Meta Platforms (Facebook) made up 0.14% of Atlantic Family Wealth's portfolio in Q2 2026, its #59 holding.
  • Atlantic Family Wealth first reported a position in Meta Platforms (Facebook) in Q3 2025 and has held it in 4 quarters since.
  • Atlantic Family Wealth's Meta Platforms (Facebook) position peaked at $253K in Q3 2025.
  • 5,037 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Atlantic Family Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.