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

Finer 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 		$7.62M Sell
13,536
-309
-2% -$189K 3.41% 9
2026
Q1 		$7.92M Buy
13,845
+5
+0% +$3.2K 3.97% 7
2025
Q4 		$9.14M Buy
13,840
+166
+1% +$111K 4.42% 7
2025
Q3 		$10M Sell
13,674
-20
-0.1% -$14.9K 5% 5
2025
Q2 		$10.1M Buy
13,694
+112
+0.8% +$69.2K 5.4% 5
2025
Q1 		$7.83M Sell
13,582
-128
-0.9% -$82.6K 4.69% 6
2024
Q4 		$8.03M Sell
13,710
-79
-0.6% -$46.4K 4.6% 6
2024
Q3 		$7.89M Sell
13,789
-114
-0.8% -$58.7K 4.87% 6
2024
Q2 		$7.01M Buy
13,903
+345
+3% +$168K 4.52% 6
2024
Q1 		$6.58M Buy
13,558
+437
+3% +$195K 4.32% 6
2023
Q4 		$4.64M Buy
13,121
+411
+3% +$134K 3.46% 7
2023
Q3 		$3.82M Buy
12,710
+337
+3% +$102K 3.05% 7
2023
Q2 		$3.55M Buy
12,373
+225
+2% +$55.5K 2.77% 7
2023
Q1 		$2.57M Buy
12,148
+94
+0.8% +$16K 2.18% 13
2022
Q4 		$1.45M Sell
12,054
-603
-5% -$70.8K 1.36% 26
2022
Q3 		$1.72M Buy
12,657
+143
+1% +$23.2K 1.69% 20
2022
Q2 		$2.02M Buy
12,514
+862
+7% +$166K 1.84% 20
2022
Q1 		$2.59M Buy
11,652
+512
+5% +$128K 2.12% 15
2021
Q4 		$3.75M Buy
+11,140
New +$3.7M 3.11% 7

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

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

Finer Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 2.2% in Q2 2026, selling an estimated $189K and leaving 13,536 shares worth $7.62M. The position accounts for 3.41% of the portfolio, ranked #9.

Finer Wealth Management first reported a position in META in Q4 2021 and has held it in 19 quarters since. The position peaked at $10.1M in Q2 2025. 5,072 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Finer Wealth Management held 13,536 shares of Meta Platforms (Facebook) worth $7.62M as of Q2 2026.
  • Finer Wealth Management sold 309 Meta Platforms (Facebook) shares in Q2 2026, an estimated $189K.
  • Meta Platforms (Facebook) made up 3.41% of Finer Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Finer Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 19 quarters since.
  • Finer Wealth Management's Meta Platforms (Facebook) position peaked at $10.1M in Q2 2025.
  • 5,072 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Finer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.