FM
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Family Management’s Meta Platforms (Facebook) META Stock Holding History

Family 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
2025
Q4 		– Sell
-200
Closed -$147K – 301
2025
Q3 		$147K Hold
200
– – 0.02% 220
2025
Q2 		$148K Buy
+200
New +$124K 0.02% 189

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 $3.38T AUM 44.17% 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

Family Management's META Position: Q2 2026 in Review

Family Management reduced its Meta Platforms (Facebook) (META) stake by 24% in Q2 2026, selling an estimated $3.79M and leaving 19,898 shares worth $11.2M. The position accounts for 1.15% of the portfolio, ranked #20.

Family Management first reported a position in META in Q2 2013 and has held it in 40 quarters since. The position peaked at $17.8M in Q2 2025. 5,088 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Family Management held 19,898 shares of Meta Platforms (Facebook) worth $11.2M as of Q2 2026.
  • Family Management sold 6,205 Meta Platforms (Facebook) shares in Q2 2026, an estimated $3.79M.
  • Meta Platforms (Facebook) made up 1.15% of Family Management's portfolio in Q2 2026, its #20 holding.
  • Family Management first reported a position in Meta Platforms (Facebook) in Q2 2013 and has held it in 40 quarters since.
  • Family Management's Meta Platforms (Facebook) position peaked at $17.8M in Q2 2025.
  • 5,088 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.