GWMIA
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Global Wealth Management Investment Advisory’s Meta Platforms (Facebook) META Stock Holding History

Global Wealth Management Investment Advisory’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 		$5.06M Buy
8,979
+338
+4% +$207K 0.72% 51
2026
Q1 		$4.94M Buy
8,641
+222
+3% +$142K 0.77% 44
2025
Q4 		$5.56M Buy
8,419
+1,337
+19% +$893K 0.89% 37
2025
Q3 		$5.2M Buy
7,082
+709
+11% +$528K 0.87% 32
2025
Q2 		$4.7M Buy
6,373
+138
+2% +$85.3K 0.88% 36
2025
Q1 		$3.59M Buy
6,235
+429
+7% +$277K 0.72% 49
2024
Q4 		$3.4M Buy
5,806
+131
+2% +$76.9K 0.7% 49
2024
Q3 		$3.25M Sell
5,675
-211
-4% -$109K 0.7% 49
2024
Q2 		$2.97M Buy
5,886
+1,037
+21% +$504K 0.69% 50
2024
Q1 		$2.35M Sell
4,849
-199
-4% -$88.8K 0.58% 58
2023
Q4 		$1.79M Buy
5,048
+1
+0% +$326 0.46% 66
2023
Q3 		$1.52M Buy
5,047
+202
+4% +$60.9K 0.42% 70
2023
Q2 		$1.39M Sell
4,845
-628
-11% -$155K 0.38% 72
2023
Q1 		$1.16M Sell
5,473
-2,070
-27% -$353K 0.35% 77
2022
Q4 		$908K Sell
7,543
-61
-0.8% -$7.16K 0.3% 80
2022
Q3 		$1.03M Buy
7,604
+1,408
+23% +$228K 0.37% 76
2022
Q2 		$999K Buy
6,196
+526
+9% +$101K 0.34% 72
2022
Q1 		$1.26M Buy
5,670
+1,819
+47% +$455K 0.38% 76
2021
Q4 		$1.29M Sell
3,851
-204
-5% -$67.7K 0.39% 72
2021
Q3 		$1.38M Buy
4,055
+410
+11% +$148K 0.44% 73
2021
Q2 		$1.27M Sell
3,645
-123
-3% -$39.5K 0.42% 73
2021
Q1 		$1.11M Buy
3,768
+577
+18% +$155K 0.4% 74
2020
Q4 		$872K Buy
3,191
+236
+8% +$64.7K 0.34% 75
2020
Q3 		$774K Sell
2,955
-2,725
-48% -$703K 0.33% 75
2020
Q2 		$1.29M Sell
5,680
-583
-9% -$122K 0.55% 66
2020
Q1 		$1.04M Buy
6,263
+222
+4% +$43.5K 0.53% 60
2019
Q4 		$1.24M Buy
6,041
+21
+0.3% +$4.07K 0.52% 64
2019
Q3 		$1.07M Sell
6,020
-217
-3% -$41.2K 0.49% 65
2019
Q2 		$1.2M Buy
6,237
+366
+6% +$66.9K 0.58% 61
2019
Q1 		$979K Sell
5,871
-206
-3% -$32.8K 0.51% 64
2018
Q4 		$797K Buy
+6,077
New +$880K 0.46% 69

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

Global Wealth Management Investment Advisory's META Position: Q2 2026 in Review

Global Wealth Management Investment Advisory increased its Meta Platforms (Facebook) (META) stake by 3.9% in Q2 2026, buying an estimated $207K and bringing the position to 8,979 shares worth $5.06M. The position accounts for 0.72% of the portfolio, ranked #51.

Global Wealth Management Investment Advisory first reported a position in META in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.56M in Q4 2025. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Global Wealth Management Investment Advisory held 8,979 shares of Meta Platforms (Facebook) worth $5.06M as of Q2 2026.
  • Global Wealth Management Investment Advisory bought 338 Meta Platforms (Facebook) shares in Q2 2026, an estimated $207K.
  • Meta Platforms (Facebook) made up 0.72% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #51 holding.
  • Global Wealth Management Investment Advisory first reported a position in Meta Platforms (Facebook) in Q4 2018 and has held it in 31 quarters since.
  • Global Wealth Management Investment Advisory's Meta Platforms (Facebook) position peaked at $5.56M in Q4 2025.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.