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

Focused 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
2025
Q4 		– Sell
-1,200
Closed -$881K – 229
2025
Q3 		$881K Buy
+1,200
New +$893K 0.09% 81
2020
Q3 		– Sell
-4,000
Closed -$6K – 827
2020
Q2 		$6K Buy
+4,000
New +$835K ﹤0.01% 560

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

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

Focused Wealth Management increased its Meta Platforms (Facebook) (META) stake by 1.3% in Q2 2026, buying an estimated $97.8K and bringing the position to 12,681 shares worth $7.14M. The position accounts for 0.62% of the portfolio, ranked #25.

Focused Wealth Management first reported a position in META in Q3 2013 and has held it in 52 quarters since. The position peaked at $7.85M in Q3 2025. 5,088 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Focused Wealth Management held 12,681 shares of Meta Platforms (Facebook) worth $7.14M as of Q2 2026.
  • Focused Wealth Management bought 160 Meta Platforms (Facebook) shares in Q2 2026, an estimated $97.8K.
  • Meta Platforms (Facebook) made up 0.62% of Focused Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Focused Wealth Management first reported a position in Meta Platforms (Facebook) in Q3 2013 and has held it in 52 quarters since.
  • Focused Wealth Management's Meta Platforms (Facebook) position peaked at $7.85M in Q3 2025.
  • 5,088 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.