GWM
META icon

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

Greenline 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 		$2.05M Buy
3,636
+223
+7% +$136K 1.68% 17
2026
Q1 		$1.95M Sell
3,413
-51
-1% -$32.7K 2.25% 13
2025
Q4 		$2.29M Buy
+3,464
New +$2.31M 2.37% 10

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

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

Greenline Wealth Management increased its Meta Platforms (Facebook) (META) stake by 6.5% in Q2 2026, buying an estimated $136K and bringing the position to 3,636 shares worth $2.05M. The position accounts for 1.68% of the portfolio, ranked #17.

Greenline Wealth Management first reported a position in META in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.29M in Q4 2025. 5,045 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Greenline Wealth Management held 3,636 shares of Meta Platforms (Facebook) worth $2.05M as of Q2 2026.
  • Greenline Wealth Management bought 223 Meta Platforms (Facebook) shares in Q2 2026, an estimated $136K.
  • Meta Platforms (Facebook) made up 1.68% of Greenline Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Greenline Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2025 and has held it in 3 quarters since.
  • Greenline Wealth Management's Meta Platforms (Facebook) position peaked at $2.29M in Q4 2025.
  • 5,045 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Greenline Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.