IA
META icon

IAM Advisory’s Meta Platforms (Facebook) META Stock Holding History

IAM 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 		– Sell
-1,900
Closed -$1.09M – 110
2026
Q1 		$1.09M Buy
1,900
+43
+2% +$27.6K 0.24% 57
2025
Q4 		$1.23M Buy
1,857
+4
+0.2% +$2.67K 0.27% 53
2025
Q3 		$1.36M Buy
1,853
+9
+0.5% +$6.7K 0.31% 51
2025
Q2 		$1.36M Buy
1,844
+16
+0.9% +$9.89K 0.33% 51
2025
Q1 		$1.05M Sell
1,828
-13
-0.7% -$8.39K 0.27% 58
2024
Q4 		$1.08M Buy
1,841
+2
+0.1% +$1.17K 0.27% 59
2024
Q3 		$1.05M Sell
1,839
-35
-2% -$18K 0.27% 56
2024
Q2 		$945K Sell
1,874
-20
-1% -$9.72K 0.26% 55
2024
Q1 		$919K Buy
1,894
+35
+2% +$15.6K 0.25% 57
2023
Q4 		$658K Sell
1,859
-8
-0.4% -$2.6K 0.21% 61
2023
Q3 		$560K Buy
+1,867
New +$563K 0.2% 62

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

IAM Advisory's META Position: Q2 2026 in Review

IAM Advisory sold out of Meta Platforms (Facebook) (META) in Q2 2026, closing a stake of 1,900 shares — an estimated $1.09M sold.

IAM Advisory first reported a position in META in Q3 2023 and held it in 11 quarters. The position peaked at $1.36M in Q2 2025. 5,055 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • IAM Advisory reported no remaining Meta Platforms (Facebook) position as of Q2 2026 after selling out during the quarter.
  • IAM Advisory sold 1,900 Meta Platforms (Facebook) shares in Q2 2026, an estimated $1.09M.
  • IAM Advisory first reported a position in Meta Platforms (Facebook) in Q3 2023 and held it in 11 quarters.
  • IAM Advisory's Meta Platforms (Facebook) position peaked at $1.36M in Q2 2025.
  • 5,055 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on IAM Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.