EWM
META icon

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

Edge 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 		$459K Hold
815
– – 0.08% 54
2026
Q1 		$466K Buy
815
+158
+24% +$101K 0.08% 51
2025
Q4 		$434K Buy
657
+205
+45% +$137K 0.08% 51
2025
Q3 		$332K Hold
452
– – 0.06% 66
2025
Q2 		$334K Sell
452
-250
-36% -$154K 0.06% 57
2025
Q1 		$405K Buy
702
+250
+55% +$161K 0.08% 53
2024
Q4 		$265K Hold
452
– – 0.05% 63
2024
Q3 		$259K Hold
452
– – 0.05% 66
2024
Q2 		$228K Sell
452
-250
-36% -$122K 0.05% 64
2024
Q1 		$341K Sell
702
-28
-4% -$12.5K 0.07% 58
2023
Q4 		$258K Buy
730
+28
+4% +$9.12K 0.06% 63
2023
Q3 		$211K Sell
702
-1,000
-59% -$301K 0.05% 66
2023
Q2 		$488K Hold
1,702
– – 0.11% 53
2023
Q1 		$361K Sell
1,702
-280
-14% -$47.7K 0.08% 55
2022
Q4 		$236K Buy
1,982
+500
+34% +$58.7K 0.05% 68
2022
Q3 		$204K Hold
1,482
– – 0.05% 70
2022
Q2 		$239K Hold
1,482
– – 0.05% 69
2022
Q1 		$330K Hold
1,482
– – 0.07% 67
2021
Q4 		$498K Sell
1,482
-10,007
-87% -$3.32M 0.09% 65
2021
Q3 		$3.9M Sell
11,489
-59
-0.5% -$21.3K 0.76% 30
2021
Q2 		$4.03M Sell
11,548
-250
-2% -$80.2K 0.82% 30
2021
Q1 		$3.48M Buy
11,798
+1,256
+12% +$338K 0.74% 35
2020
Q4 		$2.87M Sell
10,542
-235
-2% -$64.4K 0.65% 39
2020
Q3 		$2.82M Sell
10,777
-4,191
-28% -$1.08M 0.65% 40
2020
Q2 		$3.4M Buy
14,968
+5,739
+62% +$1.2M 0.64% 43
2020
Q1 		$1.56M Buy
9,229
+3,569
+63% +$699K 0.34% 50
2019
Q4 		$1.16M Sell
5,660
-2,566
-31% -$497K 0.23% 64
2019
Q3 		$1.46M Buy
8,226
+1,948
+31% +$370K 0.34% 53
2019
Q2 		$1.21M Sell
6,278
-508
-7% -$92.8K 0.27% 59
2019
Q1 		$1.13M Sell
6,786
-178
-3% -$28.3K 0.28% 61
2018
Q4 		$913K Sell
6,964
-3,243
-32% -$470K 0.26% 60
2018
Q3 		$1.68M Buy
10,207
+1,073
+12% +$194K 0.4% 39
2018
Q2 		$1.77M Sell
9,134
-2,456
-21% -$444K 0.45% 39
2018
Q1 		$1.85M Buy
11,590
+4,452
+62% +$799K 0.49% 42
2017
Q4 		$1.26M Sell
7,138
-151
-2% -$26.7K 0.36% 48
2017
Q3 		$1.24M Sell
7,289
-469
-6% -$78.3K 0.38% 44
2017
Q2 		$1.16M Buy
7,758
+261
+3% +$38.8K 0.37% 44
2017
Q1 		$1.07M Sell
7,497
-820
-10% -$110K 0.37% 44
2016
Q4 		$957K Sell
8,317
-340
-4% -$41.8K 0.36% 52
2016
Q3 		$1.11M Buy
8,657
+195
+2% +$24.2K 0.47% 41
2016
Q2 		$967K Buy
8,462
+5
+0.1% +$576 0.4% 42
2016
Q1 		$965K Buy
8,457
+5
+0.1% +$528 0.44% 43
2015
Q4 		$890K Hold
8,452
– – 0.34% 55
2015
Q3 		$751K Buy
8,452
+180
+2% +$16.5K 0.28% 56
2015
Q2 		$713K Hold
8,272
– – 0.24% 56
2015
Q1 		$685K Hold
8,272
– – 0.23% 58
2014
Q4 		$648K Buy
8,272
+2,500
+43% +$191K 0.24% 55
2014
Q3 		$454K Hold
5,772
– – 0.17% 63
2014
Q2 		$390K Buy
5,772
+500
+9% +$30.8K 0.16% 75
2014
Q1 		$318K Hold
5,272
– – 0.13% 81
2013
Q4 		$288K Sell
5,272
-11,400
-68% -$572K 0.13% 79
2013
Q3 		$838K Buy
16,672
+4,925
+42% +$183K 0.51% 38
2013
Q2 		$292K Buy
+11,747
New +$301K 0.2% 52

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

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

Edge Wealth Management held its Meta Platforms (Facebook) (META) position steady in Q2 2026 at 815 shares worth $459K. The position accounts for 0.08% of the portfolio, ranked #54.

Edge Wealth Management first reported a position in META in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.03M in Q2 2021. 5,038 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Edge Wealth Management held 815 shares of Meta Platforms (Facebook) worth $459K as of Q2 2026.
  • Edge Wealth Management left its Meta Platforms (Facebook) share count unchanged in Q2 2026.
  • Meta Platforms (Facebook) made up 0.08% of Edge Wealth Management's portfolio in Q2 2026, its #54 holding.
  • Edge Wealth Management first reported a position in Meta Platforms (Facebook) in Q2 2013 and has held it in 53 quarters since.
  • Edge Wealth Management's Meta Platforms (Facebook) position peaked at $4.03M in Q2 2021.
  • 5,038 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Edge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.