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Ball & Co Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Ball & Co 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 		$50K Sell
89
-7
-7% -$4.28K 0.04% 41
2026
Q1 		$55K Hold
96
– – 0.05% 38
2025
Q4 		$63K Hold
96
– – 0.04% 38
2025
Q3 		$70K Hold
96
– – 0.05% 39
2025
Q2 		$71K Buy
96
+5
+5% +$3.09K 0.08% 31
2025
Q1 		$52K Sell
91
-11
-11% -$7.1K 0.06% 30
2024
Q4 		$59K Buy
+102
New +$59.9K 0.05% 31

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

Ball & Co Wealth Management's META Position: Q2 2026 in Review

Ball & Co Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 7.3% in Q2 2026, selling an estimated $4.28K and leaving 89 shares worth $50K. The position accounts for 0.04% of the portfolio, ranked #41.

Ball & Co Wealth Management first reported a position in META in Q4 2024 and has held it in 7 quarters since. The position peaked at $71K in Q2 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Ball & Co Wealth Management held 89 shares of Meta Platforms (Facebook) worth $50K as of Q2 2026.
  • Ball & Co Wealth Management sold 7 Meta Platforms (Facebook) shares in Q2 2026, an estimated $4.28K.
  • Meta Platforms (Facebook) made up 0.04% of Ball & Co Wealth Management's portfolio in Q2 2026, its #41 holding.
  • Ball & Co Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 7 quarters since.
  • Ball & Co Wealth Management's Meta Platforms (Facebook) position peaked at $71K in Q2 2025.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Ball & Co Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.