BAWM
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Bennett Associates Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Bennett Associates 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 		$502K Buy
892
+59
+7% +$36.1K 0.31% 31
2026
Q1 		$477K Sell
833
-34
-4% -$21.8K 0.32% 35
2025
Q4 		$572K Buy
867
+231
+36% +$154K 0.4% 26
2025
Q3 		$467K Buy
636
+169
+36% +$126K 0.34% 28
2025
Q2 		$345K Buy
+467
New +$289K 0.27% 36

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

Bennett Associates Wealth Management's META Position: Q2 2026 in Review

Bennett Associates Wealth Management increased its Meta Platforms (Facebook) (META) stake by 7.1% in Q2 2026, buying an estimated $36.1K and bringing the position to 892 shares worth $502K. The position accounts for 0.31% of the portfolio, ranked #31.

Bennett Associates Wealth Management first reported a position in META in Q2 2025 and has held it in 5 quarters since. The position peaked at $572K in Q4 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Bennett Associates Wealth Management held 892 shares of Meta Platforms (Facebook) worth $502K as of Q2 2026.
  • Bennett Associates Wealth Management bought 59 Meta Platforms (Facebook) shares in Q2 2026, an estimated $36.1K.
  • Meta Platforms (Facebook) made up 0.31% of Bennett Associates Wealth Management's portfolio in Q2 2026, its #31 holding.
  • Bennett Associates Wealth Management first reported a position in Meta Platforms (Facebook) in Q2 2025 and has held it in 5 quarters since.
  • Bennett Associates Wealth Management's Meta Platforms (Facebook) position peaked at $572K in Q4 2025.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Bennett Associates Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.