AFS
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Axiom Financial Strategies’s Meta Platforms (Facebook) META Stock Holding History

Axiom Financial Strategies’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 		$336K Sell
596
-12
-2% -$7.34K 0.11% 27
2026
Q1 		$348K Buy
608
+81
+15% +$51.9K 0.12% 23
2025
Q4 		$348K Buy
527
+33
+7% +$22K 0.15% 37
2025
Q3 		$363K Sell
494
-176
-26% -$131K 0.16% 38
2025
Q2 		$495K Buy
670
+118
+21% +$72.9K 0.28% 25
2025
Q1 		$318K Buy
552
+135
+32% +$87.1K 0.19% 27
2024
Q4 		$244K Sell
417
-7
-2% -$4.11K 0.14% 34
2024
Q3 		$243K Buy
+424
New +$218K 0.13% 39
2022
Q4 		– Sell
-1,597
Closed -$217K – 57
2022
Q3 		$217K Buy
+1,597
New +$259K 0.12% 63
2022
Q2 		– Sell
-1,038
Closed -$212K – 78
2022
Q1 		$212K Sell
1,038
-174
-14% -$43.5K 0.11% 70
2021
Q4 		$408K Hold
1,212
– – 0.19% 47
2021
Q3 		$411K Hold
1,212
– – 0.19% 46
2021
Q2 		$421K Hold
1,212
– – 0.19% 47
2021
Q1 		$357K Sell
1,212
-76
-6% -$20.5K 0.18% 48
2020
Q4 		$337K Hold
1,288
– – 0.2% 44
2020
Q3 		$337K Sell
1,288
-34
-3% -$8.77K 0.2% 44
2020
Q2 		$300K Buy
1,322
+12
+0.9% +$2.5K 0.2% 45
2020
Q1 		$219K Buy
+1,310
New +$256K 0.18% 54

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

Axiom Financial Strategies's META Position: Q2 2026 in Review

Axiom Financial Strategies reduced its Meta Platforms (Facebook) (META) stake by 2% in Q2 2026, selling an estimated $7.34K and leaving 596 shares worth $336K. The position accounts for 0.11% of the portfolio, ranked #27.

Axiom Financial Strategies first reported a position in META in Q1 2020 and has held it in 18 quarters since. The position peaked at $495K in Q2 2025. 5,068 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Axiom Financial Strategies held 596 shares of Meta Platforms (Facebook) worth $336K as of Q2 2026.
  • Axiom Financial Strategies sold 12 Meta Platforms (Facebook) shares in Q2 2026, an estimated $7.34K.
  • Meta Platforms (Facebook) made up 0.11% of Axiom Financial Strategies's portfolio in Q2 2026, its #27 holding.
  • Axiom Financial Strategies first reported a position in Meta Platforms (Facebook) in Q1 2020 and has held it in 18 quarters since.
  • Axiom Financial Strategies's Meta Platforms (Facebook) position peaked at $495K in Q2 2025.
  • 5,068 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Axiom Financial Strategies's 13F filing for Q2 2026, filed 6 Aug 2026.