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

Heirloom 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 		$27M Buy
47,942
+6,424
+15% +$3.93M 3.91% 10
2026
Q1 		$23.8M Buy
41,518
+13,532
+48% +$8.67M 4.28% 6
2025
Q4 		$18.5M Buy
27,986
+7,989
+40% +$5.33M 4.27% 9
2025
Q3 		$14.7M Buy
19,997
+659
+3% +$490K 3.55% 11
2025
Q2 		$14.3M Buy
19,338
+386
+2% +$239K 3.77% 11
2025
Q1 		$10.9M Buy
+18,952
New +$12.2M 3.13% 12
2022
Q2 		$6.65M Buy
39,445
+1,381
+4% +$266K 5.44% 7
2022
Q1 		$7.56M Buy
38,064
+4,524
+13% +$1.13M 5.26% 7
2021
Q4 		$10.4M Buy
+33,540
New +$11.1M 8.88% 3

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

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

Heirloom Wealth Management increased its Meta Platforms (Facebook) (META) stake by 15% in Q2 2026, buying an estimated $3.93M and bringing the position to 47,942 shares worth $27M. The position accounts for 3.91% of the portfolio, ranked #10.

Heirloom Wealth Management first reported a position in META in Q4 2021 and has held it in 9 quarters since. 5,068 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Heirloom Wealth Management held 47,942 shares of Meta Platforms (Facebook) worth $27M as of Q2 2026.
  • Heirloom Wealth Management bought 6,424 Meta Platforms (Facebook) shares in Q2 2026, an estimated $3.93M.
  • Meta Platforms (Facebook) made up 3.91% of Heirloom Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Heirloom Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 9 quarters since.
  • 5,068 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Heirloom Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.