BWA
META icon

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

Blodgett 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 		$1.14M Buy
2,016
+21
+1% +$12.8K 0.76% 24
2026
Q1 		$1.14M Buy
1,995
+50
+3% +$32K 0.9% 19
2025
Q4 		$1.28M Buy
1,945
+380
+24% +$254K 0.9% 20
2025
Q3 		$1.15M Hold
1,565
– – 0.79% 20
2025
Q2 		$1.16M Buy
1,565
+35
+2% +$21.6K 0.91% 21
2025
Q1 		$882K Buy
1,530
+190
+14% +$123K 0.75% 24
2024
Q4 		$785K Buy
1,340
+390
+41% +$229K 0.62% 26
2024
Q3 		$544K Buy
950
+7
+0.7% +$3.6K 0.46% 32
2024
Q2 		$475K Sell
943
-407
-30% -$198K 0.4% 31
2024
Q1 		$656K Buy
1,350
+125
+10% +$55.8K 0.59% 26
2023
Q4 		$434K Buy
+1,225
New +$399K 0.44% 34
2022
Q2 		– Sell
-1,345
Closed -$299K – 80
2022
Q1 		$299K Hold
1,345
– – 0.25% 61
2021
Q4 		$452K Buy
+1,345
New +$447K 0.35% 55

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

Blodgett Wealth Advisors's META Position: Q2 2026 in Review

Blodgett Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 1.1% in Q2 2026, buying an estimated $12.8K and bringing the position to 2,016 shares worth $1.14M. The position accounts for 0.76% of the portfolio, ranked #24.

Blodgett Wealth Advisors first reported a position in META in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.28M in Q4 2025. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Blodgett Wealth Advisors held 2,016 shares of Meta Platforms (Facebook) worth $1.14M as of Q2 2026.
  • Blodgett Wealth Advisors bought 21 Meta Platforms (Facebook) shares in Q2 2026, an estimated $12.8K.
  • Meta Platforms (Facebook) made up 0.76% of Blodgett Wealth Advisors's portfolio in Q2 2026, its #24 holding.
  • Blodgett Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 13 quarters since.
  • Blodgett Wealth Advisors's Meta Platforms (Facebook) position peaked at $1.28M in Q4 2025.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Blodgett Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.