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Avion Wealth’s Meta Platforms (Facebook) META Stock Holding History

Avion 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 		$676K Buy
1,201
+20
+2% +$12.2K 0.13% 48
2026
Q1 		$675K Sell
1,181
-117
-9% -$75K 0.14% 44
2025
Q4 		$856K Sell
1,298
-10
-0.8% -$6.68K 0.18% 40
2025
Q3 		$960K Buy
1,308
+93
+8% +$69.2K 0.21% 39
2025
Q2 		$896K Sell
1,215
-62
-5% -$38.3K 0.2% 40
2025
Q1 		$747K Buy
1,277
+80
+7% +$51.6K 0.19% 41
2024
Q4 		$700K Buy
1,197
+194
+19% +$114K 0.18% 41
2024
Q3 		$574K Buy
1,003
+113
+13% +$58.1K 0.15% 43
2024
Q2 		$448K Buy
890
+21
+2% +$10.2K 0.12% 48
2024
Q1 		$422K Buy
869
+105
+14% +$46.8K 0.11% 48
2023
Q4 		$270K Sell
764
-89
-10% -$29K 0.08% 64
2023
Q3 		$255K Buy
853
+128
+18% +$38.6K 0.07% 61
2023
Q2 		$207K Buy
725
+54
+8% +$13.3K 0.05% 68
2023
Q1 		$80K Buy
671
+33
+5% +$5.62K 0.02% 117
2022
Q4 		$86K Hold
638
– – 0.03% 112
2022
Q3 		$87K Sell
638
-48
-7% -$7.78K 0.03% 112
2022
Q2 		$111K Buy
686
+58
+9% +$11.2K 0.03% 87
2022
Q1 		$140K Buy
628
+5
+0.8% +$1.25K 0.04% 72
2021
Q4 		$210K Sell
623
-16
-3% -$5.31K 0.06% 54
2021
Q3 		$217K Hold
639
– – 0.07% 47
2021
Q2 		$222K Hold
639
– – 0.07% 47
2021
Q1 		$188K Sell
639
-35
-5% -$9.42K 0.07% 44
2020
Q4 		$184K Buy
674
+25
+4% +$6.85K 0.06% 45
2020
Q3 		$170K Buy
649
+10
+2% +$2.58K 0.06% 44
2020
Q2 		$145K Hold
639
– – 0.05% 44
2020
Q1 		$107K Buy
+639
New +$125K 0.05% 50

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

Avion Wealth's META Position: Q2 2026 in Review

Avion Wealth increased its Meta Platforms (Facebook) (META) stake by 1.7% in Q2 2026, buying an estimated $12.2K and bringing the position to 1,201 shares worth $676K. The position accounts for 0.13% of the portfolio, ranked #48.

Avion Wealth first reported a position in META in Q1 2020 and has held it in 26 quarters since. The position peaked at $960K in Q3 2025. 5,039 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Avion Wealth held 1,201 shares of Meta Platforms (Facebook) worth $676K as of Q2 2026.
  • Avion Wealth bought 20 Meta Platforms (Facebook) shares in Q2 2026, an estimated $12.2K.
  • Meta Platforms (Facebook) made up 0.13% of Avion Wealth's portfolio in Q2 2026, its #48 holding.
  • Avion Wealth first reported a position in Meta Platforms (Facebook) in Q1 2020 and has held it in 26 quarters since.
  • Avion Wealth's Meta Platforms (Facebook) position peaked at $960K in Q3 2025.
  • 5,039 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.