IFWM
META icon

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

Institute for 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 		– Hold
0
– – – 842

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 $3.38T AUM 44.17% 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

Institute for Wealth Management's META Position: Q2 2026 in Review

Institute for Wealth Management increased its Meta Platforms (Facebook) (META) stake by 27% in Q2 2026, buying an estimated $3.33M and bringing the position to 25,278 shares worth $14.2M. The position accounts for 1.26% of the portfolio, ranked #9.

Institute for Wealth Management first reported a position in META in Q2 2013 and has held it in 38 quarters since. The position peaked at $15.2M in Q2 2025. 5,088 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Institute for Wealth Management held 25,278 shares of Meta Platforms (Facebook) worth $14.2M as of Q2 2026.
  • Institute for Wealth Management bought 5,452 Meta Platforms (Facebook) shares in Q2 2026, an estimated $3.33M.
  • Meta Platforms (Facebook) made up 1.26% of Institute for Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Institute for Wealth Management first reported a position in Meta Platforms (Facebook) in Q2 2013 and has held it in 38 quarters since.
  • Institute for Wealth Management's Meta Platforms (Facebook) position peaked at $15.2M in Q2 2025.
  • 5,088 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.