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

Carolina 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 		$33.8K Hold
60
– – 0.01% 130
2026
Q1 		$34.3K Sell
60
-4
-6% -$2.56K 0.01% 120
2025
Q4 		$42.2K Buy
64
+4
+7% +$2.67K 0.02% 132
2025
Q3 		$44.1K Hold
60
– – 0.02% 125
2025
Q2 		$44.3K Hold
60
– – 0.02% 96
2025
Q1 		$34.6K Hold
60
– – 0.02% 97
2024
Q4 		$35.1K Sell
60
-56
-48% -$32.9K 0.02% 107
2024
Q3 		$66.4K Buy
116
+38
+49% +$19.6K 0.03% 93
2024
Q2 		$39.3K Buy
78
+8
+11% +$3.89K 0.02% 103
2024
Q1 		$34K Hold
70
– – 0.02% 117
2023
Q4 		$24.8K Hold
70
– – 0.01% 132
2023
Q3 		$21K Hold
70
– – 0.01% 144
2023
Q2 		$20.1K Hold
70
– – 0.01% 131
2023
Q1 		$14.8K Hold
70
– – 0.01% 142
2022
Q4 		$8K Sell
70
-33
-32% -$3.88K 0.01% 154
2022
Q3 		$14K Sell
103
-10
-9% -$1.62K 0.01% 133
2022
Q2 		$18K Hold
113
– – 0.01% 148
2022
Q1 		$25K Hold
113
– – 0.02% 146
2021
Q4 		$38K Hold
113
– – 0.02% 142
2021
Q3 		$38K Buy
113
+14
+14% +$5.04K 0.03% 139
2021
Q2 		$34K Sell
99
-29
-23% -$9.3K 0.02% 141
2021
Q1 		$38K Buy
128
+29
+29% +$7.81K 0.03% 142
2020
Q4 		$27K Sell
99
-45
-31% -$12.3K 0.02% 107
2020
Q3 		$38K Buy
144
+53
+58% +$13.7K 0.03% 68
2020
Q2 		$21K Buy
91
+25
+38% +$5.22K 0.02% 85
2020
Q1 		$11K Hold
66
– – 0.01% 104
2019
Q4 		$14K Buy
+66
New +$12.8K 0.01% 116

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

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

Carolina Wealth Advisors held its Meta Platforms (Facebook) (META) position steady in Q2 2026 at 60 shares worth $33.8K. The position accounts for 0.01% of the portfolio, ranked #130.

Carolina Wealth Advisors first reported a position in META in Q4 2019 and has held it in 27 quarters since. The position peaked at $66.4K in Q3 2024. 5,037 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Carolina Wealth Advisors held 60 shares of Meta Platforms (Facebook) worth $33.8K as of Q2 2026.
  • Carolina Wealth Advisors left its Meta Platforms (Facebook) share count unchanged in Q2 2026.
  • Meta Platforms (Facebook) made up 0.01% of Carolina Wealth Advisors's portfolio in Q2 2026, its #130 holding.
  • Carolina Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2019 and has held it in 27 quarters since.
  • Carolina Wealth Advisors's Meta Platforms (Facebook) position peaked at $66.4K in Q3 2024.
  • 5,037 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.