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

Investment 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 		$1.88M Buy
3,330
+203
+6% +$124K 0.41% 60
2026
Q1 		$1.79M Sell
3,127
-9
-0.3% -$5.77K 0.45% 56
2025
Q4 		$2.07M Buy
3,136
+20
+0.6% +$13.4K 0.53% 47
2025
Q3 		$2.29M Buy
3,116
+205
+7% +$153K 0.62% 41
2025
Q2 		$2.15M Sell
2,911
-87
-3% -$53.8K 0.65% 39
2025
Q1 		$1.73M Buy
2,998
+185
+7% +$119K 0.58% 44
2024
Q4 		$1.65M Hold
2,813
– – 0.55% 46
2024
Q3 		$1.61M Buy
2,813
+246
+10% +$127K 0.56% 44
2024
Q2 		$1.29M Sell
2,567
-20
-0.8% -$9.72K 0.5% 46
2024
Q1 		$1.26M Sell
2,587
-86
-3% -$38.4K 0.52% 44
2023
Q4 		$946K Sell
2,673
-99
-4% -$32.2K 0.43% 51
2023
Q3 		$832K Buy
2,772
+51
+2% +$15.4K 0.43% 51
2023
Q2 		$781K Sell
2,721
-200
-7% -$49.4K 0.4% 53
2023
Q1 		$619K Buy
2,921
+20
+0.7% +$3.41K 0.36% 59
2022
Q4 		$349K Hold
2,901
– – 0.21% 87
2022
Q3 		$394K Buy
+2,901
New +$470K 0.27% 72

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

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

Investment Advisory Group increased its Meta Platforms (Facebook) (META) stake by 6.5% in Q2 2026, buying an estimated $124K and bringing the position to 3,330 shares worth $1.88M. The position accounts for 0.41% of the portfolio, ranked #60.

Investment Advisory Group first reported a position in META in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.29M in Q3 2025. 5,076 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Investment Advisory Group held 3,330 shares of Meta Platforms (Facebook) worth $1.88M as of Q2 2026.
  • Investment Advisory Group bought 203 Meta Platforms (Facebook) shares in Q2 2026, an estimated $124K.
  • Meta Platforms (Facebook) made up 0.41% of Investment Advisory Group's portfolio in Q2 2026, its #60 holding.
  • Investment Advisory Group first reported a position in Meta Platforms (Facebook) in Q3 2022 and has held it in 16 quarters since.
  • Investment Advisory Group's Meta Platforms (Facebook) position peaked at $2.29M in Q3 2025.
  • 5,076 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.