GSWM
META icon

Golden State Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Golden State 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
2026
Q2 		$5.17M Buy
9,184
+172
+2% +$105K 0.47% 40
2026
Q1 		$5.16M Sell
9,012
-50
-0.6% -$32K 0.56% 36
2025
Q4 		$5.98M Buy
9,062
+323
+4% +$216K 0.63% 29
2025
Q3 		$6.42M Buy
8,739
+149
+2% +$111K 0.71% 28
2025
Q2 		$6.34M Buy
8,590
+3,577
+71% +$2.21M 0.77% 26
2025
Q1 		$2.89M Buy
5,013
+156
+3% +$101K 0.43% 48
2024
Q4 		$2.84M Buy
+4,857
New +$2.85M 0.43% 52
2022
Q1 		$591K Sell
2,659
-1,736
-39% -$434K 0.12% 158
2021
Q4 		$1.48M Buy
4,395
+710
+19% +$236K 0.25% 76
2021
Q3 		$1.25M Buy
3,685
+112
+3% +$40.3K 0.27% 68
2021
Q2 		$1.24M Buy
3,573
+304
+9% +$97.5K 0.27% 75
2021
Q1 		$962K Sell
3,269
-1,987
-38% -$535K 0.32% 58
2020
Q4 		$1.44M Buy
5,256
+1,644
+46% +$451K 0.42% 47
2020
Q3 		$946K Sell
3,612
-1,183
-25% -$305K 0.32% 53
2020
Q2 		$1.09M Sell
4,795
-22
-0.5% -$4.59K 0.35% 51
2020
Q1 		$803K Buy
+4,817
New +$943K 0.35% 46
2019
Q4 		– Sell
-6,263
Closed -$1.11M – 585
2019
Q3 		$1.11M Sell
6,263
-4,231
-40% -$804K 0.37% 52
2019
Q2 		$2.02M Sell
10,494
-2,654
-20% -$485K 0.64% 29
2019
Q1 		$2.19M Buy
+13,148
New +$2.09M 0.73% 27

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

Golden State Wealth Management's META Position: Q2 2026 in Review

Golden State Wealth Management increased its Meta Platforms (Facebook) (META) stake by 1.9% in Q2 2026, buying an estimated $105K and bringing the position to 9,184 shares worth $5.17M. The position accounts for 0.47% of the portfolio, ranked #40.

Golden State Wealth Management first reported a position in META in Q1 2019 and has held it in 19 quarters since. The position peaked at $6.42M in Q3 2025. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Golden State Wealth Management held 9,184 shares of Meta Platforms (Facebook) worth $5.17M as of Q2 2026.
  • Golden State Wealth Management bought 172 Meta Platforms (Facebook) shares in Q2 2026, an estimated $105K.
  • Meta Platforms (Facebook) made up 0.47% of Golden State Wealth Management's portfolio in Q2 2026, its #40 holding.
  • Golden State Wealth Management first reported a position in Meta Platforms (Facebook) in Q1 2019 and has held it in 19 quarters since.
  • Golden State Wealth Management's Meta Platforms (Facebook) position peaked at $6.42M in Q3 2025.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.