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

CM 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	$2.52M	Buy	4,469 +988	+28%	+$604K	0.45%	26
2026 Q1	$1.99M	Sell	3,481 -1,095	-24%	-$702K	0.42%	28
2025 Q4	$3.02M	Buy	4,576 +1,494	+48%	+$998K	0.68%	18
2025 Q3	$2.26M	Buy	3,082 +14	+0.5%	+$10.4K	0.6%	21
2025 Q2	$2.26M	Hold	3,068	–	–	0.67%	17
2025 Q1	$1.77M	Hold	3,068	–	–	0.57%	21
2024 Q4	$1.8M	Buy	3,068 +2,671	+673%	+$1.57M	0.59%	20
2024 Q3	$227K	Hold	397	–	–	0.07%	81
2024 Q2	$200K	Sell	397 -454	-53%	-$221K	0.1%	74
2024 Q1	$398K	Buy	+851	New	+$380K	0.11%	103
2023 Q3	–	Sell	-851	Closed	-$277K	–	135
2023 Q2	$277K	Buy	+851	New	+$210K	0.09%	114

Other funds holding META

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

CM Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 28% in Q2 2026, buying an estimated $604K and bringing the position to 4,469 shares worth $2.52M. The position accounts for 0.45% of the portfolio, ranked #26.

CM Wealth Advisors first reported a position in META in Q2 2023 and has held it in 11 quarters since. The position peaked at $3.02M in Q4 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

CM Wealth Advisors held 4,469 shares of Meta Platforms (Facebook) worth $2.52M as of Q2 2026.
CM Wealth Advisors bought 988 Meta Platforms (Facebook) shares in Q2 2026, an estimated $604K.
Meta Platforms (Facebook) made up 0.45% of CM Wealth Advisors's portfolio in Q2 2026, its #26 holding.
CM Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q2 2023 and has held it in 11 quarters since.
CM Wealth Advisors's Meta Platforms (Facebook) position peaked at $3.02M in Q4 2025.
5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.