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

Brendel Financial 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	$2.8M	Buy	4,969 +268	+6%	+$164K	1.3%	39
2026 Q1	$2.69M	Buy	4,701 +303	+7%	+$194K	1.33%	38
2025 Q4	$2.9M	Buy	4,398 +435	+11%	+$290K	1.43%	34
2025 Q3	$2.91M	Buy	3,963 +240	+6%	+$179K	1.49%	32
2025 Q2	$2.75M	Buy	3,723 +211	+6%	+$130K	1.54%	29
2025 Q1	$2.02M	Sell	3,512 -401	-10%	-$259K	1.23%	38
2024 Q4	$2.29M	Sell	3,913 -232	-6%	-$136K	1.39%	34
2024 Q3	$2.37M	Buy	4,145 +85	+2%	+$43.7K	1.35%	32
2024 Q2	$2.05M	Sell	4,060 -703	-15%	-$342K	1.3%	34
2024 Q1	$2.31M	Sell	4,763 -965	-17%	-$430K	2.65%	16
2023 Q4	$2.03M	Sell	5,728 -192	-3%	-$62.5K	1.33%	32
2023 Q3	$1.78M	Sell	5,920 -1,439	-20%	-$434K	2.64%	19
2023 Q2	$2.11M	Sell	7,359 -2,644	-26%	-$652K	3.18%	14
2023 Q1	$2.12M	Buy	+10,003	New	+$1.7M	1.57%	25
2022 Q1	–	Sell	-687	Closed	-$231K	–	127
2021 Q4	$231K	Sell	687 -194	-22%	-$64.4K	0.12%	99
2021 Q3	$299K	Buy	881 +211	+31%	+$76K	0.36%	49
2021 Q2	$233K	Buy	+670	New	+$215K	0.13%	100

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

Brendel Financial Advisors's META Position: Q2 2026 in Review

Brendel Financial Advisors increased its Meta Platforms (Facebook) (META) stake by 5.7% in Q2 2026, buying an estimated $164K and bringing the position to 4,969 shares worth $2.8M. The position accounts for 1.3% of the portfolio, ranked #39.

Brendel Financial Advisors first reported a position in META in Q2 2021 and has held it in 17 quarters since. The position peaked at $2.91M in Q3 2025. 5,055 funds tracked by Wall St. Rank hold META as of Q2 2026.

Brendel Financial Advisors held 4,969 shares of Meta Platforms (Facebook) worth $2.8M as of Q2 2026.
Brendel Financial Advisors bought 268 Meta Platforms (Facebook) shares in Q2 2026, an estimated $164K.
Meta Platforms (Facebook) made up 1.3% of Brendel Financial Advisors's portfolio in Q2 2026, its #39 holding.
Brendel Financial Advisors first reported a position in Meta Platforms (Facebook) in Q2 2021 and has held it in 17 quarters since.
Brendel Financial Advisors's Meta Platforms (Facebook) position peaked at $2.91M in Q3 2025.
5,055 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Brendel Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.