ISWM
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Independent Solutions Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Independent Solutions 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 		$5.13M Sell
9,109
-178
-2% -$109K 0.67% 40
2026
Q1 		$5.31M Buy
9,287
+3
+0% +$1.92K 0.78% 32
2025
Q4 		$6.13M Sell
9,284
-79
-0.8% -$52.8K 1.13% 26
2025
Q3 		$6.88M Buy
9,363
+293
+3% +$218K 1.22% 23
2025
Q2 		$6.69M Buy
9,070
+115
+1% +$71.1K 1.31% 20
2025
Q1 		$5.16M Buy
8,955
+33
+0.4% +$21.3K 1.16% 23
2024
Q4 		$5.22M Buy
8,922
+14
+0.2% +$8.22K 1.14% 25
2024
Q3 		$5.1M Buy
8,908
+928
+12% +$478K 1.15% 22
2024
Q2 		$4.02M Buy
7,980
+588
+8% +$286K 0.92% 25
2024
Q1 		$3.59M Sell
7,392
-32
-0.4% -$14.3K 0.85% 33
2023
Q4 		$2.63M Buy
7,424
+3,374
+83% +$1.1M 0.67% 47
2023
Q3 		$1.22M Buy
4,050
+161
+4% +$48.5K 0.32% 78
2023
Q2 		$1.12M Buy
3,889
+39
+1% +$9.62K 0.28% 84
2023
Q1 		$816K Buy
3,850
+674
+21% +$115K 0.24% 93
2022
Q4 		$382K Sell
3,176
-367
-10% -$43.1K 0.12% 140
2022
Q3 		$481K Sell
3,543
-46
-1% -$7.46K 0.16% 120
2022
Q2 		$579K Sell
3,589
-3,086
-46% -$595K 0.18% 106
2022
Q1 		$1.48M Sell
6,675
-3,949
-37% -$987K 0.35% 67
2021
Q4 		$3.57M Sell
10,624
-307
-3% -$102K 0.84% 30
2021
Q3 		$3.71M Buy
10,931
+58
+0.5% +$20.9K 0.92% 26
2021
Q2 		$3.78M Buy
10,873
+1,504
+16% +$482K 0.92% 26
2021
Q1 		$2.76M Sell
9,369
-690
-7% -$186K 0.76% 30
2020
Q4 		$2.75M Buy
10,059
+1,198
+14% +$328K 0.86% 28
2020
Q3 		$2.32M Buy
8,861
+2,075
+31% +$535K 0.89% 27
2020
Q2 		$1.54M Buy
6,786
+1,420
+26% +$296K 0.66% 38
2020
Q1 		$895K Buy
5,366
+314
+6% +$61.5K 0.49% 45
2019
Q4 		$1.04M Buy
+5,052
New +$979K 0.46% 42

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

Independent Solutions Wealth Management's META Position: Q2 2026 in Review

Independent Solutions Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 1.9% in Q2 2026, selling an estimated $109K and leaving 9,109 shares worth $5.13M. The position accounts for 0.67% of the portfolio, ranked #40.

Independent Solutions Wealth Management first reported a position in META in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.88M in Q3 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Independent Solutions Wealth Management held 9,109 shares of Meta Platforms (Facebook) worth $5.13M as of Q2 2026.
  • Independent Solutions Wealth Management sold 178 Meta Platforms (Facebook) shares in Q2 2026, an estimated $109K.
  • Meta Platforms (Facebook) made up 0.67% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #40 holding.
  • Independent Solutions Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2019 and has held it in 27 quarters since.
  • Independent Solutions Wealth Management's Meta Platforms (Facebook) position peaked at $6.88M in Q3 2025.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

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