JWCA
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J.W. Coons Advisors’s Meta Platforms (Facebook) META Stock Holding History

J.W. Coons Advisors’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
2025
Q2 		$2.67M Buy
3,621
+115
+3% +$71.1K 0.6% 49
2025
Q1 		$2.02M Buy
3,506
+42
+1% +$27.1K 0.53% 53
2024
Q4 		$2.03M Hold
3,464
– – 0.52% 51
2024
Q3 		$1.98M Sell
3,464
-2
-0.1% -$1.03K 0.5% 53
2024
Q2 		$1.75M Buy
3,466
+500
+17% +$243K 0.42% 57
2024
Q1 		$1.44M Sell
2,966
-10
-0.3% -$4.46K 0.33% 66
2023
Q4 		$1.05M Hold
2,976
– – 0.29% 89
2023
Q3 		$893K Sell
2,976
-2,100
-41% -$633K 0.26% 89
2023
Q2 		$1.46M Hold
5,076
– – 0.4% 61
2023
Q1 		$1.08M Sell
5,076
-110
-2% -$18.7K 0.31% 79
2022
Q4 		$624K Sell
5,186
-500
-9% -$58.7K 0.19% 122
2022
Q3 		$771K Sell
5,686
-70
-1% -$11.3K 0.29% 92
2022
Q2 		$924K Buy
5,756
+273
+5% +$52.7K 0.33% 82
2022
Q1 		$1.21M Sell
5,483
-75
-1% -$18.7K 0.36% 70
2021
Q4 		$1.87M Buy
5,558
+27
+0.5% +$8.96K 0.57% 52
2021
Q3 		$1.88M Sell
5,531
-150
-3% -$54K 0.64% 48
2021
Q2 		$1.98M Sell
5,681
-17
-0.3% -$5.45K 0.7% 43
2021
Q1 		$1.67M Sell
5,698
-150
-3% -$40.4K 0.6% 48
2020
Q4 		$1.6M Sell
5,848
-100
-2% -$27.4K 0.61% 45
2020
Q3 		$1.55M Sell
5,948
-383
-6% -$98.8K 0.65% 45
2020
Q2 		$1.44M Buy
6,331
+75
+1% +$15.7K 0.64% 48
2020
Q1 		$1.05M Buy
+6,256
New +$1.22M 0.55% 54

Other funds holding META

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

J.W. Coons Advisors's META Position: Q2 2025 in Review

J.W. Coons Advisors increased its Meta Platforms (Facebook) (META) stake by 3.3% in Q2 2025, buying an estimated $71.1K and bringing the position to 3,621 shares worth $2.67M. The position accounts for 0.6% of the portfolio, ranked #49.

J.W. Coons Advisors first reported a position in META in Q1 2020 and has held it in 22 quarters since. 4,830 funds tracked by Wall St. Rank hold META as of Q2 2025.

  • J.W. Coons Advisors held 3,621 shares of Meta Platforms (Facebook) worth $2.67M as of Q2 2025.
  • J.W. Coons Advisors bought 115 Meta Platforms (Facebook) shares in Q2 2025, an estimated $71.1K.
  • Meta Platforms (Facebook) made up 0.6% of J.W. Coons Advisors's portfolio in Q2 2025, its #49 holding.
  • J.W. Coons Advisors first reported a position in Meta Platforms (Facebook) in Q1 2020 and has held it in 22 quarters since.
  • 4,830 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.