Benchmark Financial Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History

Benchmark Financial Wealth Advisors’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	$2.03M	Sell	3,610 -53	-1%	-$32.4K	0.5%	34
2026 Q1	$2.1M	Sell	3,663 -7	-0.2%	-$4.49K	0.58%	34
2025 Q4	$2.42M	Buy	3,670 +40	+1%	+$26.7K	0.7%	30
2025 Q3	$2.67M	Sell	3,630 -33	-0.9%	-$24.6K	0.8%	30
2025 Q2	$2.7M	Buy	3,663 +40	+1%	+$24.7K	0.89%	28
2025 Q1	$2.09M	Buy	3,623 +122	+3%	+$78.7K	0.79%	25
2024 Q4	$2.05M	Buy	3,501 +11	+0.3%	+$6.46K	0.66%	25
2024 Q3	$2M	Buy	3,490 +203	+6%	+$104K	0.67%	23
2024 Q2	$1.66M	Buy	3,287 +18	+0.6%	+$8.75K	0.61%	22
2024 Q1	$1.59M	Buy	3,269 +50	+2%	+$22.3K	0.61%	23
2023 Q4	$1.14M	Buy	3,219 +18	+0.6%	+$5.86K	0.49%	27
2023 Q3	$961K	Buy	3,201 +13	+0.4%	+$3.92K	0.45%	28
2023 Q2	$915K	Buy	3,188 +124	+4%	+$30.6K	0.42%	27
2023 Q1	$649K	Sell	3,064 -46	-1%	-$7.83K	0.33%	30
2022 Q4	$374K	Sell	3,110 -7	-0.2%	-$822	0.2%	41
2022 Q3	$423K	Sell	3,117 -1,084	-26%	-$176K	0.25%	39
2022 Q2	$677K	Buy	4,201 +1,067	+34%	+$206K	0.35%	30
2022 Q1	$697K	Sell	3,134 -560	-15%	-$140K	0.3%	32
2021 Q4	$1.24M	Buy	3,694 +105	+3%	+$34.9K	0.52%	27
2021 Q3	$1.22M	Buy	3,589 +302	+9%	+$109K	0.58%	26
2021 Q2	$1.14M	Buy	3,287 +42	+1%	+$13.5K	0.55%	26
2021 Q1	$956K	Sell	3,245 -1,063	-25%	-$286K	0.52%	26
2020 Q4	$1.18M	Sell	4,308 -26	-0.6%	-$7.13K	0.65%	25
2020 Q3	$1.14M	Buy	4,334 +23	+0.5%	+$5.93K	0.73%	23
2020 Q2	$979K	Buy	4,311 +1,188	+38%	+$248K	0.72%	23
2020 Q1	$521K	Sell	3,123 -37	-1%	-$7.24K	0.52%	21
2019 Q4	$649K	Hold	3,160	–	–	0.54%	21
2019 Q3	$563K	Sell	3,160 -858	-21%	-$163K	0.55%	19
2019 Q2	$775K	Buy	4,018 +339	+9%	+$61.9K	0.76%	16
2019 Q1	$613K	Buy	3,679 +132	+4%	+$21K	0.64%	17
2018 Q4	$465K	Buy	+3,547	New	+$514K	0.58%	19

Other funds holding META

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Benchmark Financial Wealth Advisors's META Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors reduced its Meta Platforms (Facebook) (META) stake by 1.4% in Q2 2026, selling an estimated $32.4K and leaving 3,610 shares worth $2.03M. The position accounts for 0.5% of the portfolio, ranked #34.

Benchmark Financial Wealth Advisors first reported a position in META in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.7M in Q2 2025. 2,382 funds tracked by Wall St. Rank hold META as of Q2 2026.

Benchmark Financial Wealth Advisors held 3,610 shares of Meta Platforms (Facebook) worth $2.03M as of Q2 2026.
Benchmark Financial Wealth Advisors sold 53 Meta Platforms (Facebook) shares in Q2 2026, an estimated $32.4K.
Meta Platforms (Facebook) made up 0.5% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #34 holding.
Benchmark Financial Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2018 and has held it in 31 quarters since.
Benchmark Financial Wealth Advisors's Meta Platforms (Facebook) position peaked at $2.7M in Q2 2025.
2,382 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.