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

HB 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 		$66.8M Buy
118,576
+17,912
+18% +$11M 0.37% 39
2026
Q1 		$57.6M Buy
100,664
+6,480
+7% +$4.15M 0.37% 41
2025
Q4 		$62.2M Buy
94,184
+6,273
+7% +$4.19M 0.4% 37
2025
Q3 		$64.6M Buy
87,911
+13,020
+17% +$9.69M 0.44% 35
2025
Q2 		$55.3M Buy
74,891
+342
+0.5% +$211K 0.44% 36
2025
Q1 		$43M Buy
74,549
+14,172
+23% +$9.14M 0.36% 41
2024
Q4 		$35.4M Buy
60,377
+3,107
+5% +$1.82M 0.36% 33
2024
Q3 		$32.8M Buy
57,270
+7,465
+15% +$3.84M 0.35% 34
2024
Q2 		$25.1M Buy
49,805
+8,656
+21% +$4.21M 0.29% 38
2024
Q1 		$20M Buy
41,149
+1,507
+4% +$672K 0.25% 45
2023
Q4 		$14M Buy
39,642
+1,898
+5% +$618K 0.2% 59
2023
Q3 		$11.3M Buy
37,744
+6,332
+20% +$1.91M 0.18% 62
2023
Q2 		$9.01M Buy
31,412
+1,235
+4% +$305K 0.14% 74
2023
Q1 		$6.4M Buy
30,177
+4,968
+20% +$846K 0.11% 100
2022
Q4 		$3.03M Buy
25,209
+5,192
+26% +$610K 0.06% 155
2022
Q3 		$2.72M Sell
20,017
-620
-3% -$100K 0.06% 148
2022
Q2 		$3.33M Buy
20,637
+427
+2% +$82.4K 0.07% 136
2022
Q1 		$4.49M Buy
20,210
+4,212
+26% +$1.05M 0.08% 118
2021
Q4 		$5.38M Buy
+15,998
New +$5.31M 0.11% 78

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

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

HB Wealth Management increased its Meta Platforms (Facebook) (META) stake by 18% in Q2 2026, buying an estimated $11M and bringing the position to 118,576 shares worth $66.8M. The position accounts for 0.37% of the portfolio, ranked #39.

HB Wealth Management first reported a position in META in Q4 2021 and has held it in 19 quarters since. 5,037 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • HB Wealth Management held 118,576 shares of Meta Platforms (Facebook) worth $66.8M as of Q2 2026.
  • HB Wealth Management bought 17,912 Meta Platforms (Facebook) shares in Q2 2026, an estimated $11M.
  • Meta Platforms (Facebook) made up 0.37% of HB Wealth Management's portfolio in Q2 2026, its #39 holding.
  • HB Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 19 quarters since.
  • 5,037 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

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