CWM
META icon

Castle Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Castle 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 		$1.52M Buy
2,692
+96
+4% +$58.7K 0.45% 51
2026
Q1 		$1.49M Buy
2,596
+61
+2% +$39.1K 0.48% 48
2025
Q4 		$1.67M Sell
2,535
-15
-0.6% -$10K 0.55% 44
2025
Q3 		$1.87M Sell
2,550
-179
-7% -$133K 0.63% 44
2025
Q2 		$2.01M Buy
2,729
+205
+8% +$127K 0.73% 41
2025
Q1 		$1.45M Buy
2,524
+144
+6% +$92.9K 0.57% 45
2024
Q4 		$1.39M Buy
2,380
+216
+10% +$127K 0.55% 47
2024
Q3 		$1.24M Buy
2,164
+549
+34% +$282K 0.49% 47
2024
Q2 		$814K Buy
1,615
+78
+5% +$37.9K 0.39% 59
2024
Q1 		$746K Sell
1,537
-550
-26% -$245K 0.39% 62
2023
Q4 		$739K Buy
2,087
+49
+2% +$16K 0.44% 55
2023
Q3 		$612K Buy
2,038
+166
+9% +$50K 0.44% 53
2023
Q2 		$537K Sell
1,872
-127
-6% -$31.3K 0.37% 61
2023
Q1 		$424K Sell
1,999
-204
-9% -$34.7K 0.33% 68
2022
Q4 		$265K Buy
2,203
+268
+14% +$31.5K 0.17% 93
2022
Q3 		$263K Buy
1,935
+60
+3% +$9.72K 0.16% 86
2022
Q2 		$302K Buy
+1,875
New +$362K 0.18% 86

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

Castle Wealth Management's META Position: Q2 2026 in Review

Castle Wealth Management increased its Meta Platforms (Facebook) (META) stake by 3.7% in Q2 2026, buying an estimated $58.7K and bringing the position to 2,692 shares worth $1.52M. The position accounts for 0.45% of the portfolio, ranked #51.

Castle Wealth Management first reported a position in META in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.01M in Q2 2025. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Castle Wealth Management held 2,692 shares of Meta Platforms (Facebook) worth $1.52M as of Q2 2026.
  • Castle Wealth Management bought 96 Meta Platforms (Facebook) shares in Q2 2026, an estimated $58.7K.
  • Meta Platforms (Facebook) made up 0.45% of Castle Wealth Management's portfolio in Q2 2026, its #51 holding.
  • Castle Wealth Management first reported a position in Meta Platforms (Facebook) in Q2 2022 and has held it in 17 quarters since.
  • Castle Wealth Management's Meta Platforms (Facebook) position peaked at $2.01M in Q2 2025.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Castle Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.