CAWM
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Capital Advisors Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Capital Advisors 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 		$6.5M Buy
11,545
+107
+0.9% +$65.4K 0.76% 32
2026
Q1 		$6.54M Buy
11,438
+48
+0.4% +$30.8K 0.88% 30
2025
Q4 		$7.52M Buy
11,390
+512
+5% +$342K 1.02% 22
2025
Q3 		$7.99M Buy
10,878
+393
+4% +$293K 1.14% 21
2025
Q2 		$7.74M Buy
10,485
+212
+2% +$131K 1.22% 19
2025
Q1 		$5.92M Buy
10,273
+163
+2% +$105K 1.05% 27
2024
Q4 		$5.92M Sell
10,110
-29
-0.3% -$17K 1.05% 25
2024
Q3 		$5.8M Buy
10,139
+38
+0.4% +$19.6K 1.07% 25
2024
Q2 		$5.09M Buy
10,101
+1,343
+15% +$653K 1.01% 28
2024
Q1 		$4.25M Sell
8,758
-2
-0% -$892 0.88% 29
2023
Q4 		$3.1M Buy
8,760
+27
+0.3% +$8.79K 0.71% 33
2023
Q3 		$2.62M Buy
8,733
+111
+1% +$33.4K 0.68% 32
2023
Q2 		$2.47M Buy
8,622
+9
+0.1% +$2.22K 0.63% 36
2023
Q1 		$1.83M Sell
8,613
-155
-2% -$26.4K 0.51% 43
2022
Q4 		$1.06M Buy
8,768
+167
+2% +$19.6K 0.32% 43
2022
Q3 		$1.17M Buy
8,601
+428
+5% +$69.4K 0.39% 44
2022
Q2 		$1.32M Buy
8,173
+712
+10% +$137K 0.43% 37
2022
Q1 		$1.66M Buy
7,461
+182
+3% +$45.5K 0.51% 39
2021
Q4 		$2.45M Buy
7,279
+1,181
+19% +$392K 0.74% 31
2021
Q3 		$2.07M Sell
6,098
-9
-0.1% -$3.24K 0.73% 31
2021
Q2 		$2.12M Sell
6,107
-120
-2% -$38.5K 0.79% 31
2021
Q1 		$1.83M Buy
+6,227
New +$1.68M 0.79% 32

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

Capital Advisors Wealth Management's META Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its Meta Platforms (Facebook) (META) stake by 0.94% in Q2 2026, buying an estimated $65.4K and bringing the position to 11,545 shares worth $6.5M. The position accounts for 0.76% of the portfolio, ranked #32.

Capital Advisors Wealth Management first reported a position in META in Q1 2021 and has held it in 22 quarters since. The position peaked at $7.99M in Q3 2025. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Capital Advisors Wealth Management held 11,545 shares of Meta Platforms (Facebook) worth $6.5M as of Q2 2026.
  • Capital Advisors Wealth Management bought 107 Meta Platforms (Facebook) shares in Q2 2026, an estimated $65.4K.
  • Meta Platforms (Facebook) made up 0.76% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #32 holding.
  • Capital Advisors Wealth Management first reported a position in Meta Platforms (Facebook) in Q1 2021 and has held it in 22 quarters since.
  • Capital Advisors Wealth Management's Meta Platforms (Facebook) position peaked at $7.99M in Q3 2025.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.