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

Axxcess 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
2026
Q2 		$30.5M Buy
54,120
+3,654
+7% +$2.23M 0.49% 45
2026
Q1 		$28.8M Sell
50,466
-13,248
-21% -$8.49M 0.92% 26
2025
Q4 		$42.1M Buy
63,714
+5,372
+9% +$3.59M 0.73% 30
2025
Q3 		$42.8M Buy
58,342
+5,866
+11% +$4.37M 0.91% 26
2025
Q2 		$38.7M Sell
52,476
-187
-0.4% -$116K 0.91% 22
2025
Q1 		$30.4M Buy
52,663
+5,724
+12% +$3.69M 0.81% 28
2024
Q4 		$27.5M Sell
46,939
-3,461
-7% -$2.03M 0.66% 32
2024
Q3 		$28.9M Buy
50,400
+2,042
+4% +$1.05M 0.71% 30
2024
Q2 		$24.4M Buy
48,358
+18,763
+63% +$9.12M 0.65% 32
2024
Q1 		$14.4M Sell
29,595
-9
-0% -$4.01K 0.39% 51
2023
Q4 		$10.5M Buy
29,604
+1,318
+5% +$429K 0.3% 74
2023
Q3 		$8.49M Buy
28,286
+14,381
+103% +$4.33M 0.29% 73
2023
Q2 		$3.96M Buy
13,905
+2,861
+26% +$706K 0.29% 78
2023
Q1 		$2.34M Sell
11,044
-1,855
-14% -$316K 0.18% 121
2022
Q4 		$1.55M Sell
12,899
-18,436
-59% -$2.16M 0.13% 156
2022
Q3 		$4.25M Buy
31,335
+4,673
+18% +$757K 0.4% 54
2022
Q2 		$4.3M Sell
26,662
-2
-0% -$386 0.4% 58
2022
Q1 		$5.93M Buy
26,664
+2,094
+9% +$523K 0.46% 48
2021
Q4 		$8.26M Buy
+24,570
New +$8.16M 0.6% 27

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

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

Axxcess Wealth Management increased its Meta Platforms (Facebook) (META) stake by 7.2% in Q2 2026, buying an estimated $2.23M and bringing the position to 54,120 shares worth $30.5M. The position accounts for 0.49% of the portfolio, ranked #45.

Axxcess Wealth Management first reported a position in META in Q4 2021 and has held it in 19 quarters since. The position peaked at $42.8M in Q3 2025. 5,077 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Axxcess Wealth Management held 54,120 shares of Meta Platforms (Facebook) worth $30.5M as of Q2 2026.
  • Axxcess Wealth Management bought 3,654 Meta Platforms (Facebook) shares in Q2 2026, an estimated $2.23M.
  • Meta Platforms (Facebook) made up 0.49% of Axxcess Wealth Management's portfolio in Q2 2026, its #45 holding.
  • Axxcess Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 19 quarters since.
  • Axxcess Wealth Management's Meta Platforms (Facebook) position peaked at $42.8M in Q3 2025.
  • 5,077 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.