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

Cornerstone 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 		$7.52M Buy
13,353
+404
+3% +$247K 0.32% 74
2026
Q1 		$7.41M Buy
12,949
+900
+7% +$577K 0.37% 68
2025
Q4 		$7.95M Buy
12,049
+589
+5% +$393K 0.41% 61
2025
Q3 		$8.42M Buy
11,460
+426
+4% +$317K 0.46% 50
2025
Q2 		$8.14M Buy
11,034
+255
+2% +$158K 0.49% 46
2025
Q1 		$6.21M Buy
10,779
+157
+1% +$101K 0.42% 58
2024
Q4 		$6.22M Sell
10,622
-44
-0.4% -$25.8K 0.42% 58
2024
Q3 		$6.11M Sell
10,666
-66
-0.6% -$34K 0.43% 55
2024
Q2 		$5.41M Buy
10,732
+45
+0.4% +$21.9K 0.42% 53
2024
Q1 		$5.19M Sell
10,687
-153
-1% -$68.2K 0.42% 54
2023
Q4 		$3.84M Buy
10,840
+13
+0.1% +$4.23K 0.33% 69
2023
Q3 		$3.25M Sell
10,827
-656
-6% -$198K 0.31% 76
2023
Q2 		$3.3M Buy
11,483
+32
+0.3% +$7.9K 0.29% 77
2023
Q1 		$2.43M Buy
+11,451
New +$1.95M 0.24% 98
2022
Q3 		$1.8M Buy
13,243
+222
+2% +$36K 0.2% 104
2022
Q2 		$2.1M Buy
13,021
+1,092
+9% +$211K 0.23% 89
2022
Q1 		$2.65M Buy
11,929
+409
+4% +$102K 0.26% 78
2021
Q4 		$3.88M Buy
11,520
+723
+7% +$240K 0.37% 63
2021
Q3 		$3.66M Buy
10,797
+130
+1% +$46.8K 0.39% 62
2021
Q2 		$3.71M Buy
10,667
+4
+0% +$1.28K 0.39% 59
2021
Q1 		$3.14M Sell
10,663
-847
-7% -$228K 0.37% 60
2020
Q4 		$3.14M Sell
11,510
-697
-6% -$191K 0.39% 51
2020
Q3 		$3.2M Buy
12,207
+122
+1% +$31.5K 0.47% 41
2020
Q2 		$2.74M Buy
12,085
+32
+0.3% +$6.68K 0.44% 44
2020
Q1 		$2.01M Buy
12,053
+1,062
+10% +$208K 0.39% 48
2019
Q4 		$2.26M Buy
10,991
+42
+0.4% +$8.13K 0.37% 53
2019
Q3 		$1.95M Sell
10,949
-189
-2% -$35.9K 0.34% 58
2019
Q2 		$2.16M Sell
11,138
-1,481
-12% -$271K 0.39% 53
2019
Q1 		$3.29M Sell
12,619
-3,967
-24% -$631K 0.4% 52
2018
Q4 		$2.18M Sell
16,586
-3,304,938
-100% -$479M 0.47% 41
2018
Q3 		$19.3M Sell
3,321,524
-290,759
-8% -$52.6M 0.24% 100
2018
Q2 		$18.3M Buy
3,612,283
+3,595,367
+21,254% +$650M 0.21% 121
2018
Q1 		$2.64M Sell
16,916
-2,639
-13% -$474K 0.5% 38
2017
Q4 		$3.69M Buy
19,555
+300
+2% +$53K 0.69% 28
2017
Q3 		$3.33M Buy
19,255
+1,779
+10% +$297K 0.69% 26
2017
Q2 		$2.69M Buy
17,476
+793
+5% +$118K 0.6% 30
2017
Q1 		$2.36M Buy
16,683
+7,422
+80% +$992K 0.58% 30
2016
Q4 		$1.08M Buy
9,261
+1,852
+25% +$227K 0.35% 56
2016
Q3 		$950K Buy
+7,409
New +$920K 0.35% 54

Other funds holding META

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Cornerstone Wealth Management increased its Meta Platforms (Facebook) (META) stake by 3.1% in Q2 2026, buying an estimated $247K and bringing the position to 13,353 shares worth $7.52M. The position accounts for 0.32% of the portfolio, ranked #74.

Cornerstone Wealth Management first reported a position in META in Q3 2016 and has held it in 39 quarters since. The position peaked at $19.3M in Q3 2018. 3,045 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Cornerstone Wealth Management held 13,353 shares of Meta Platforms (Facebook) worth $7.52M as of Q2 2026.
  • Cornerstone Wealth Management bought 404 Meta Platforms (Facebook) shares in Q2 2026, an estimated $247K.
  • Meta Platforms (Facebook) made up 0.32% of Cornerstone Wealth Management's portfolio in Q2 2026, its #74 holding.
  • Cornerstone Wealth Management first reported a position in Meta Platforms (Facebook) in Q3 2016 and has held it in 39 quarters since.
  • Cornerstone Wealth Management's Meta Platforms (Facebook) position peaked at $19.3M in Q3 2018.
  • 3,045 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.