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FSM Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History

FSM Wealth Advisors’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 		$2.63M Buy
4,663
+263
+6% +$161K 0.28% 51
2026
Q1 		$2.52M Buy
4,400
+86
+2% +$55.1K 0.32% 45
2025
Q4 		$2.85M Sell
4,314
-940
-18% -$628K 0.39% 41
2025
Q3 		$3.86M Buy
5,254
+547
+12% +$407K 0.55% 36
2025
Q2 		$3.38M Buy
4,707
+804
+21% +$497K 0.55% 37
2025
Q1 		$2.25M Buy
3,903
+266
+7% +$172K 0.51% 34
2024
Q4 		$2.22M Buy
3,637
+664
+22% +$390K 0.54% 34
2024
Q3 		$1.7M Buy
2,973
+417
+16% +$215K 0.45% 36
2024
Q2 		$1.29M Buy
2,556
+311
+14% +$151K 0.43% 43
2024
Q1 		$1.09M Sell
2,245
-28
-1% -$12.5K 0.39% 47
2023
Q4 		$805K Buy
2,273
+62
+3% +$20.2K 0.34% 54
2023
Q3 		$664K Sell
2,211
-68
-3% -$20.5K 0.33% 63
2023
Q2 		$680K Buy
2,279
+9
+0.4% +$2.22K 0.34% 62
2023
Q1 		$481K Buy
2,270
+243
+12% +$41.4K 0.28% 78
2022
Q4 		$244K Sell
2,027
-1,827
-47% -$215K 0.17% 122
2022
Q3 		$523K Buy
3,854
+1,996
+107% +$324K 0.43% 62
2022
Q2 		$316K Buy
+1,858
New +$358K 0.31% 81

Other funds holding META

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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FSM Wealth Advisors's META Position: Q2 2026 in Review

FSM Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 6% in Q2 2026, buying an estimated $161K and bringing the position to 4,663 shares worth $2.63M. The position accounts for 0.28% of the portfolio, ranked #51.

FSM Wealth Advisors first reported a position in META in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.86M in Q3 2025. 2,696 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • FSM Wealth Advisors held 4,663 shares of Meta Platforms (Facebook) worth $2.63M as of Q2 2026.
  • FSM Wealth Advisors bought 263 Meta Platforms (Facebook) shares in Q2 2026, an estimated $161K.
  • Meta Platforms (Facebook) made up 0.28% of FSM Wealth Advisors's portfolio in Q2 2026, its #51 holding.
  • FSM Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q2 2022 and has held it in 17 quarters since.
  • FSM Wealth Advisors's Meta Platforms (Facebook) position peaked at $3.86M in Q3 2025.
  • 2,696 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.