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

CWS 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	$557K	Buy	988 +3	+0.3%	+$1.83K	0.12%	93
2026 Q1	$564K	Buy	985 +16	+2%	+$10.3K	0.14%	86
2025 Q4	$640K	Hold	969	–	–	0.17%	77
2025 Q3	$712K	Hold	969	–	–	0.2%	63
2025 Q2	$715K	Hold	969	–	–	0.21%	59
2025 Q1	$558K	Buy	969 +39	+4%	+$25.2K	0.18%	67
2024 Q4	$545K	Hold	930	–	–	0.18%	62
2024 Q3	$532K	Hold	930	–	–	0.19%	60
2024 Q2	$469K	Buy	+930	New	+$452K	0.18%	63

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

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

CWS Financial Advisors increased its Meta Platforms (Facebook) (META) stake by 0.3% in Q2 2026, buying an estimated $1.83K and bringing the position to 988 shares worth $557K. The position accounts for 0.12% of the portfolio, ranked #93.

CWS Financial Advisors first reported a position in META in Q2 2024 and has held it in 9 quarters since. The position peaked at $715K in Q2 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

CWS Financial Advisors held 988 shares of Meta Platforms (Facebook) worth $557K as of Q2 2026.
CWS Financial Advisors bought 3 Meta Platforms (Facebook) shares in Q2 2026, an estimated $1.83K.
Meta Platforms (Facebook) made up 0.12% of CWS Financial Advisors's portfolio in Q2 2026, its #93 holding.
CWS Financial Advisors first reported a position in Meta Platforms (Facebook) in Q2 2024 and has held it in 9 quarters since.
CWS Financial Advisors's Meta Platforms (Facebook) position peaked at $715K in Q2 2025.
5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.