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

BigSur 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	$3.38M	Hold	6,000	–	–	0.81%	33
2026 Q1	$3.43M	Sell	6,000 -500	-8%	-$320K	0.96%	30
2025 Q4	$4.29M	Hold	6,500	–	–	1.04%	26
2025 Q3	$4.77M	Hold	6,500	–	–	1.17%	23
2025 Q2	$4.8M	Buy	6,500 +4,100	+171%	+$2.53M	1.21%	23
2025 Q1	$1.38M	Buy	+2,400	New	+$1.55M	0.37%	70
2023 Q1	–	Sell	-5,040	Closed	-$607K	–	132
2022 Q4	$607K	Sell	5,040 -300	-6%	-$35.2K	0.29%	78
2022 Q3	$725K	Hold	5,340	–	–	0.37%	64
2022 Q2	$861K	Hold	5,340	–	–	0.41%	66
2022 Q1	$1.19M	Hold	5,340	–	–	0.46%	59
2021 Q4	$1.8M	Buy	5,340 +300	+6%	+$99.6K	0.7%	43
2021 Q3	$1.71M	Hold	5,040	–	–	0.77%	37
2021 Q2	$1.75M	Sell	5,040 -1,260	-20%	-$404K	0.79%	38
2021 Q1	$1.86M	Sell	6,300 -1,200	-16%	-$323K	0.95%	30
2020 Q4	$2.05M	Hold	7,500	–	–	1.16%	26
2020 Q3	$1.96M	Buy	7,500 +4,000	+114%	+$1.03M	1.25%	24
2020 Q2	$795K	Sell	3,500 -900	-20%	-$188K	0.57%	47
2020 Q1	$734K	Hold	4,400	–	–	0.55%	46
2019 Q4	$903K	Sell	4,400 -500	-10%	-$96.8K	0.51%	47
2019 Q3	$873K	Hold	4,900	–	–	0.59%	43
2019 Q2	$946K	Sell	4,900 -750	-13%	-$137K	0.66%	38
2019 Q1	$942K	Sell	5,650 -2,500	-31%	-$398K	0.62%	39
2018 Q4	$1.07M	Hold	8,150	–	–	0.76%	31
2018 Q3	$1.34M	Hold	8,150	–	–	0.84%	26
2018 Q2	$1.58M	Buy	8,150 +2,000	+33%	+$361K	1.15%	17
2018 Q1	$983K	Buy	6,150 +4,000	+186%	+$718K	0.7%	26
2017 Q4	$379K	Buy	+2,150	New	+$380K	0.38%	58

Other funds holding META

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

BigSur Wealth Management held its Meta Platforms (Facebook) (META) position steady in Q2 2026 at 6,000 shares worth $3.38M. The position accounts for 0.81% of the portfolio, ranked #33.

BigSur Wealth Management first reported a position in META in Q4 2017 and has held it in 27 quarters since. The position peaked at $4.8M in Q2 2025. 5,055 funds tracked by Wall St. Rank hold META as of Q2 2026.

BigSur Wealth Management held 6,000 shares of Meta Platforms (Facebook) worth $3.38M as of Q2 2026.
BigSur Wealth Management left its Meta Platforms (Facebook) share count unchanged in Q2 2026.
Meta Platforms (Facebook) made up 0.81% of BigSur Wealth Management's portfolio in Q2 2026, its #33 holding.
BigSur Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2017 and has held it in 27 quarters since.
BigSur Wealth Management's Meta Platforms (Facebook) position peaked at $4.8M in Q2 2025.
5,055 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.