Duncan Williams Asset Management’s Meta Platforms (Facebook) META Stock Holding History

Duncan Williams Asset 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	$494K	Buy	877 +25	+3%	+$15.3K	0.11%	101
2026 Q1	$488K	Sell	852 -11	-1%	-$7.05K	0.14%	95
2025 Q4	$577K	Buy	863 +79	+10%	+$52.8K	0.14%	93
2025 Q3	$576K	Hold	784	–	–	0.16%	96
2025 Q2	$579K	Sell	784 -21	-3%	-$13K	0.18%	83
2025 Q1	$464K	Sell	805 -67	-8%	-$43.2K	0.17%	86
2024 Q4	$511K	Buy	872 +186	+27%	+$109K	0.2%	84
2024 Q3	$393K	Buy	+686	New	+$353K	0.22%	80

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

Duncan Williams Asset Management's META Position: Q2 2026 in Review

Duncan Williams Asset Management increased its Meta Platforms (Facebook) (META) stake by 2.9% in Q2 2026, buying an estimated $15.3K and bringing the position to 877 shares worth $494K. The position accounts for 0.11% of the portfolio, ranked #101.

Duncan Williams Asset Management first reported a position in META in Q3 2024 and has held it in 8 quarters since. The position peaked at $579K in Q2 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

Duncan Williams Asset Management held 877 shares of Meta Platforms (Facebook) worth $494K as of Q2 2026.
Duncan Williams Asset Management bought 25 Meta Platforms (Facebook) shares in Q2 2026, an estimated $15.3K.
Meta Platforms (Facebook) made up 0.11% of Duncan Williams Asset Management's portfolio in Q2 2026, its #101 holding.
Duncan Williams Asset Management first reported a position in Meta Platforms (Facebook) in Q3 2024 and has held it in 8 quarters since.
Duncan Williams Asset Management's Meta Platforms (Facebook) position peaked at $579K in Q2 2025.
5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Duncan Williams Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.