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

Churchill 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 		$4.71M Hold
8,365
– – 0.91% 29
2026
Q1 		$4.79M Buy
8,365
+3,937
+89% +$2.52M 1.01% 25
2025
Q4 		$2.92M Buy
+4,428
New +$2.96M 0.89% 30

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

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

Churchill Financial Advisors held its Meta Platforms (Facebook) (META) position steady in Q2 2026 at 8,365 shares worth $4.71M. The position accounts for 0.91% of the portfolio, ranked #29.

Churchill Financial Advisors first reported a position in META in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.79M in Q1 2026. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Churchill Financial Advisors held 8,365 shares of Meta Platforms (Facebook) worth $4.71M as of Q2 2026.
  • Churchill Financial Advisors left its Meta Platforms (Facebook) share count unchanged in Q2 2026.
  • Meta Platforms (Facebook) made up 0.91% of Churchill Financial Advisors's portfolio in Q2 2026, its #29 holding.
  • Churchill Financial Advisors first reported a position in Meta Platforms (Facebook) in Q4 2025 and has held it in 3 quarters since.
  • Churchill Financial Advisors's Meta Platforms (Facebook) position peaked at $4.79M in Q1 2026.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Churchill Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.