CWMGO
META icon

Capstone Wealth Management Group (Oregon)’s Meta Platforms (Facebook) META Stock Holding History

Capstone Wealth Management Group (Oregon)’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 		$1.87M Buy
3,317
+17
+0.5% +$10.4K 1.13% 28
2026
Q1 		$1.89M Sell
3,300
-7
-0.2% -$4.49K 1.16% 28
2025
Q4 		$2.18M Buy
3,307
+62
+2% +$41.4K 1.32% 25
2025
Q3 		$2.38M Buy
3,245
+20
+0.6% +$14.9K 1.52% 21
2025
Q2 		$2.38M Buy
3,225
+286
+10% +$177K 1.73% 17
2025
Q1 		$1.69M Sell
2,939
-248
-8% -$160K 1.35% 25
2024
Q4 		$1.87M Buy
+3,187
New +$1.87M 1.42% 19

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

Capstone Wealth Management Group (Oregon)'s META Position: Q2 2026 in Review

Capstone Wealth Management Group (Oregon) increased its Meta Platforms (Facebook) (META) stake by 0.52% in Q2 2026, buying an estimated $10.4K and bringing the position to 3,317 shares worth $1.87M. The position accounts for 1.13% of the portfolio, ranked #28.

Capstone Wealth Management Group (Oregon) first reported a position in META in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.38M in Q3 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Capstone Wealth Management Group (Oregon) held 3,317 shares of Meta Platforms (Facebook) worth $1.87M as of Q2 2026.
  • Capstone Wealth Management Group (Oregon) bought 17 Meta Platforms (Facebook) shares in Q2 2026, an estimated $10.4K.
  • Meta Platforms (Facebook) made up 1.13% of Capstone Wealth Management Group (Oregon)'s portfolio in Q2 2026, its #28 holding.
  • Capstone Wealth Management Group (Oregon) first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 7 quarters since.
  • Capstone Wealth Management Group (Oregon)'s Meta Platforms (Facebook) position peaked at $2.38M in Q3 2025.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q2 2026, filed 27 Jul 2026.