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

Investmark Advisory Group’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	$540K	Buy	958 +114	+14%	+$69.7K	0.21%	79
2026 Q1	$483K	Hold	844	–	–	0.21%	80
2025 Q4	$557K	Hold	844	–	–	0.24%	72
2025 Q3	$620K	Hold	844	–	–	0.27%	66
2025 Q2	$623K	Hold	844	–	–	0.29%	63
2025 Q1	$487K	Sell	844 -190	-18%	-$123K	0.24%	66
2024 Q4	$606K	Sell	1,034 -269	-21%	-$158K	0.3%	57
2024 Q3	$746K	Hold	1,303	–	–	0.36%	53
2024 Q2	$657K	Sell	1,303 -6	-0.5%	-$2.92K	0.35%	57
2024 Q1	$636K	Hold	1,309	–	–	0.35%	58
2023 Q4	$463K	Buy	1,309 +6	+0.5%	+$1.95K	0.27%	70
2023 Q3	$391K	Hold	1,303	–	–	0.27%	71
2023 Q2	$374K	Hold	1,303	–	–	0.25%	71
2023 Q1	$276K	Buy	+1,303	New	+$222K	0.2%	81
2022 Q1	–	Sell	-804	Closed	-$270K	–	262
2021 Q4	$270K	Buy	+804	New	+$267K	0.25%	71

Other funds holding META

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Investmark Advisory Group's META Position: Q2 2026 in Review

Investmark Advisory Group increased its Meta Platforms (Facebook) (META) stake by 14% in Q2 2026, buying an estimated $69.7K and bringing the position to 958 shares worth $540K. The position accounts for 0.21% of the portfolio, ranked #79.

Investmark Advisory Group first reported a position in META in Q4 2021 and has held it in 15 quarters since. The position peaked at $746K in Q3 2024. 5,038 funds tracked by Wall St. Rank hold META as of Q2 2026.

Investmark Advisory Group held 958 shares of Meta Platforms (Facebook) worth $540K as of Q2 2026.
Investmark Advisory Group bought 114 Meta Platforms (Facebook) shares in Q2 2026, an estimated $69.7K.
Meta Platforms (Facebook) made up 0.21% of Investmark Advisory Group's portfolio in Q2 2026, its #79 holding.
Investmark Advisory Group first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 15 quarters since.
Investmark Advisory Group's Meta Platforms (Facebook) position peaked at $746K in Q3 2024.
5,038 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Investmark Advisory Group's 13F filing for Q2 2026, filed 7 Aug 2026.