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

Copia 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 		$185K Hold
329
– – 0.11% 117
2026
Q1 		$188K Sell
329
-52
-14% -$33.3K 0.13% 109
2025
Q4 		$251K Buy
381
+10
+3% +$6.68K 0.18% 87
2025
Q3 		$272K Buy
371
+187
+102% +$139K 0.2% 85
2025
Q2 		$136K Hold
184
– – 0.11% 108
2025
Q1 		$106K Hold
184
– – 0.1% 119
2024
Q4 		$108K Buy
+184
New +$108K 0.1% 108

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

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

Copia Wealth Management held its Meta Platforms (Facebook) (META) position steady in Q2 2026 at 329 shares worth $185K. The position accounts for 0.11% of the portfolio, ranked #117.

Copia Wealth Management first reported a position in META in Q4 2024 and has held it in 7 quarters since. The position peaked at $272K in Q3 2025. 5,037 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Copia Wealth Management held 329 shares of Meta Platforms (Facebook) worth $185K as of Q2 2026.
  • Copia Wealth Management left its Meta Platforms (Facebook) share count unchanged in Q2 2026.
  • Meta Platforms (Facebook) made up 0.11% of Copia Wealth Management's portfolio in Q2 2026, its #117 holding.
  • Copia Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 7 quarters since.
  • Copia Wealth Management's Meta Platforms (Facebook) position peaked at $272K in Q3 2025.
  • 5,037 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.