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

IMG 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 		$113K Buy
201
+110
+121% +$67.3K 0.06% 148
2026
Q1 		$52.1K Sell
91
-144
-61% -$92.3K 0.03% 170
2025
Q4 		$155K Buy
235
+102
+77% +$68.1K 0.1% 106
2025
Q3 		$97.7K Hold
133
– – 0.07% 123
2025
Q2 		$98.2K Buy
+133
New +$82.2K 0.08% 119

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

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

IMG Wealth Management increased its Meta Platforms (Facebook) (META) stake by 121% in Q2 2026, buying an estimated $67.3K and bringing the position to 201 shares worth $113K. The position accounts for 0.06% of the portfolio, ranked #148.

IMG Wealth Management first reported a position in META in Q2 2025 and has held it in 5 quarters since. The position peaked at $155K in Q4 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • IMG Wealth Management held 201 shares of Meta Platforms (Facebook) worth $113K as of Q2 2026.
  • IMG Wealth Management bought 110 Meta Platforms (Facebook) shares in Q2 2026, an estimated $67.3K.
  • Meta Platforms (Facebook) made up 0.06% of IMG Wealth Management's portfolio in Q2 2026, its #148 holding.
  • IMG Wealth Management first reported a position in Meta Platforms (Facebook) in Q2 2025 and has held it in 5 quarters since.
  • IMG Wealth Management's Meta Platforms (Facebook) position peaked at $155K in Q4 2025.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.