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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Meta Platforms (Facebook) META Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$1.56M Buy
2,770
+206
+8% +$126K 0.42% 41
2026
Q1 		$1.47M Sell
2,564
-41
-2% -$26.3K 0.44% 37
2025
Q4 		$1.72M Buy
2,605
+1,637
+169% +$1.09M 0.51% 30
2025
Q3 		$712K Buy
968
+159
+20% +$118K 0.22% 70
2025
Q2 		$598K Sell
809
-170
-17% -$105K 0.2% 76
2025
Q1 		$565K Buy
979
+43
+5% +$27.7K 0.21% 76
2024
Q4 		$548K Buy
936
+182
+24% +$107K 0.22% 75
2024
Q3 		$432K Buy
754
+182
+32% +$93.6K 0.22% 63
2024
Q2 		$288K Sell
572
-17
-3% -$8.26K 0.17% 76
2024
Q1 		$286K Sell
589
-23
-4% -$10.3K 0.19% 77
2023
Q4 		$217K Hold
612
– – 0.14% 84
2023
Q3 		$184K Sell
612
-147
-19% -$44.3K 0.13% 85
2023
Q2 		$185K Buy
759
+73
+11% +$18K 0.14% 83
2023
Q1 		$145K Buy
686
+41
+6% +$6.98K 0.11% 97
2022
Q4 		$77.6K Buy
+645
New +$75.7K 0.07% 133

Other funds holding META

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s META Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Meta Platforms (Facebook) (META) stake by 8% in Q2 2026, buying an estimated $126K and bringing the position to 2,770 shares worth $1.56M. The position accounts for 0.42% of the portfolio, ranked #41.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in META in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.72M in Q4 2025. 3,254 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 2,770 shares of Meta Platforms (Facebook) worth $1.56M as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 206 Meta Platforms (Facebook) shares in Q2 2026, an estimated $126K.
  • Meta Platforms (Facebook) made up 0.42% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #41 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Meta Platforms (Facebook) in Q4 2022 and has held it in 15 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Meta Platforms (Facebook) position peaked at $1.72M in Q4 2025.
  • 3,254 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.