CFM
META icon

Comprehensive Financial Management’s Meta Platforms (Facebook) META Stock Holding History

Comprehensive Financial 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 		$1.5M Hold
2,665
– – 0.05% 27
2026
Q1 		$1.52M Sell
2,665
-4,200
-61% -$2.69M 0.05% 26
2025
Q4 		$4.53M Sell
6,865
-4,750
-41% -$3.17M 0.14% 17
2025
Q3 		$8.53M Hold
11,615
– – 0.24% 14
2025
Q2 		$8.57M Buy
+11,615
New +$7.18M 0.24% 14

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

Comprehensive Financial Management's META Position: Q2 2026 in Review

Comprehensive Financial Management held its Meta Platforms (Facebook) (META) position steady in Q2 2026 at 2,665 shares worth $1.5M. The position accounts for 0.05% of the portfolio, ranked #27.

Comprehensive Financial Management first reported a position in META in Q2 2025 and has held it in 5 quarters since. The position peaked at $8.57M in Q2 2025. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Comprehensive Financial Management held 2,665 shares of Meta Platforms (Facebook) worth $1.5M as of Q2 2026.
  • Comprehensive Financial Management left its Meta Platforms (Facebook) share count unchanged in Q2 2026.
  • Meta Platforms (Facebook) made up 0.05% of Comprehensive Financial Management's portfolio in Q2 2026, its #27 holding.
  • Comprehensive Financial Management first reported a position in Meta Platforms (Facebook) in Q2 2025 and has held it in 5 quarters since.
  • Comprehensive Financial Management's Meta Platforms (Facebook) position peaked at $8.57M in Q2 2025.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Comprehensive Financial Management's 13F filing for Q2 2026, filed 14 Aug 2026.