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Beacon Financial Advisory’s Meta Platforms (Facebook) META Stock Holding History

Beacon Financial Advisory’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 		$2.19M Buy
3,881
+264
+7% +$161K 0.43% 47
2026
Q1 		$2.07M Buy
3,617
+171
+5% +$110K 0.47% 40
2025
Q4 		$2.27M Buy
3,446
+107
+3% +$71.5K 0.53% 37
2025
Q3 		$2.45M Buy
3,339
+93
+3% +$69.2K 0.57% 31
2025
Q2 		$2.4M Buy
3,246
+131
+4% +$80.9K 0.62% 27
2025
Q1 		$1.8M Buy
3,115
+351
+13% +$226K 0.54% 37
2024
Q4 		$1.62M Buy
2,764
+131
+5% +$76.9K 0.53% 41
2024
Q3 		$1.51M Sell
2,633
-4
-0.2% -$2.06K 0.51% 44
2024
Q2 		$1.33M Buy
2,637
+992
+60% +$482K 0.5% 46
2024
Q1 		$799K Buy
1,645
+128
+8% +$57.1K 0.39% 79
2023
Q4 		$537K Buy
1,517
+195
+15% +$63.5K 0.26% 113
2023
Q3 		$397K Buy
1,322
+103
+8% +$31K 0.22% 140
2023
Q2 		$350K Hold
1,219
– – 0.2% 148
2023
Q1 		$258K Buy
+1,219
New +$208K 0.16% 164
2022
Q3 		– Sell
-3,448
Closed -$556K – 207
2022
Q2 		$556K Sell
3,448
-12
-0.3% -$2.31K 0.32% 105
2022
Q1 		$769K Sell
3,460
-47
-1% -$11.7K 0.37% 86
2021
Q4 		$1.18M Buy
3,507
+201
+6% +$66.7K 0.54% 51
2021
Q3 		$1.12M Sell
3,306
-268
-7% -$96.5K 0.58% 47
2021
Q2 		$1.24M Sell
3,574
-35
-1% -$11.2K 0.67% 38
2021
Q1 		$1.06M Buy
3,609
+488
+16% +$131K 0.61% 40
2020
Q4 		$852K Buy
3,121
+458
+17% +$126K 0.55% 54
2020
Q3 		$697K Sell
2,663
-344
-11% -$88.7K 0.61% 45
2020
Q2 		$682K Buy
3,007
+115
+4% +$24K 0.74% 39
2020
Q1 		$482K Buy
2,892
+204
+8% +$39.9K 0.61% 49
2019
Q4 		$551K Buy
+2,688
New +$521K 0.47% 61

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

Beacon Financial Advisory's META Position: Q2 2026 in Review

Beacon Financial Advisory increased its Meta Platforms (Facebook) (META) stake by 7.3% in Q2 2026, buying an estimated $161K and bringing the position to 3,881 shares worth $2.19M. The position accounts for 0.43% of the portfolio, ranked #47.

Beacon Financial Advisory first reported a position in META in Q4 2019 and has held it in 25 quarters since. The position peaked at $2.45M in Q3 2025. 5,076 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Beacon Financial Advisory held 3,881 shares of Meta Platforms (Facebook) worth $2.19M as of Q2 2026.
  • Beacon Financial Advisory bought 264 Meta Platforms (Facebook) shares in Q2 2026, an estimated $161K.
  • Meta Platforms (Facebook) made up 0.43% of Beacon Financial Advisory's portfolio in Q2 2026, its #47 holding.
  • Beacon Financial Advisory first reported a position in Meta Platforms (Facebook) in Q4 2019 and has held it in 25 quarters since.
  • Beacon Financial Advisory's Meta Platforms (Facebook) position peaked at $2.45M in Q3 2025.
  • 5,076 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.