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FWL Investment Management’s Meta Platforms (Facebook) META Stock Holding History

FWL Investment 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 		$149K Sell
265
-144
-35% -$88.1K 0.03% 127
2026
Q1 		$234K Sell
409
-2,091
-84% -$1.34M 0.05% 98
2025
Q4 		$1.65M Buy
2,500
+623
+33% +$416K 0.4% 46
2025
Q3 		$1.38M Buy
1,877
+60
+3% +$44.7K 0.36% 50
2025
Q2 		$1.34M Buy
1,817
+1,614
+795% +$997K 0.41% 48
2025
Q1 		$117K Buy
203
+44
+28% +$28.4K 0.04% 103
2024
Q4 		$93.1K Buy
159
+63
+66% +$37K 0.03% 117
2024
Q3 		$55K Hold
96
– – 0.02% 118
2024
Q2 		$48.4K Hold
96
– – 0.02% 111
2024
Q1 		$46.6K Hold
96
– – 0.03% 102
2023
Q4 		$34K Buy
96
+85
+773% +$27.7K 0.02% 106
2023
Q3 		$3.3K Buy
+11
New +$3.31K ﹤0.01% 165
2022
Q1 		– Sell
-1,685
Closed -$567K – 51
2021
Q4 		$567K Sell
1,685
-260
-13% -$86.3K 0.35% 36
2021
Q3 		$660K Sell
1,945
-50
-3% -$18K 0.42% 36
2021
Q2 		$694K Sell
1,995
-1,066
-35% -$342K 0.42% 36
2021
Q1 		$902K Sell
3,061
-4,995
-62% -$1.34M 0.61% 34
2020
Q4 		$2.2M Buy
+8,056
New +$2.21M 1.69% 28

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

FWL Investment Management's META Position: Q2 2026 in Review

FWL Investment Management reduced its Meta Platforms (Facebook) (META) stake by 35% in Q2 2026, selling an estimated $88.1K and leaving 265 shares worth $149K. The position accounts for 0.03% of the portfolio, ranked #127.

FWL Investment Management first reported a position in META in Q4 2020 and has held it in 17 quarters since. The position peaked at $2.2M in Q4 2020. 5,037 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • FWL Investment Management held 265 shares of Meta Platforms (Facebook) worth $149K as of Q2 2026.
  • FWL Investment Management sold 144 Meta Platforms (Facebook) shares in Q2 2026, an estimated $88.1K.
  • Meta Platforms (Facebook) made up 0.03% of FWL Investment Management's portfolio in Q2 2026, its #127 holding.
  • FWL Investment Management first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 17 quarters since.
  • FWL Investment Management's Meta Platforms (Facebook) position peaked at $2.2M in Q4 2020.
  • 5,037 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

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