JTWM
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Jackson Thornton Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Jackson Thornton 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 		$1.71M Buy
3,038
+1,043
+52% +$638K 0.14% 45
2026
Q1 		$1.26M Sell
1,995
-334
-14% -$214K 0.11% 53
2025
Q4 		$1.54M Sell
2,329
-145
-6% -$96.8K 0.15% 40
2025
Q3 		$1.78M Buy
2,474
+699
+39% +$520K 0.18% 34
2025
Q2 		$1.28M Buy
1,775
+96
+6% +$59.3K 0.15% 33
2025
Q1 		$842K Sell
1,679
-182
-10% -$117K 0.11% 39
2024
Q4 		$1.09M Buy
1,861
+747
+67% +$438K 0.14% 35
2024
Q3 		$638K Hold
1,114
– – 0.08% 36
2024
Q2 		$562K Sell
1,114
-3
-0.3% -$1.46K 0.09% 38
2024
Q1 		$542K Hold
1,117
– – 0.09% 30
2023
Q4 		$395K Buy
1,117
+43
+4% +$14K 0.07% 34
2023
Q3 		$322K Buy
1,074
+39
+4% +$11.8K 0.07% 31
2023
Q2 		$297K Buy
+1,035
New +$255K 0.06% 30

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

Jackson Thornton Wealth Management's META Position: Q2 2026 in Review

Jackson Thornton Wealth Management increased its Meta Platforms (Facebook) (META) stake by 52% in Q2 2026, buying an estimated $638K and bringing the position to 3,038 shares worth $1.71M. The position accounts for 0.14% of the portfolio, ranked #45.

Jackson Thornton Wealth Management first reported a position in META in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.78M in Q3 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Jackson Thornton Wealth Management held 3,038 shares of Meta Platforms (Facebook) worth $1.71M as of Q2 2026.
  • Jackson Thornton Wealth Management bought 1,043 Meta Platforms (Facebook) shares in Q2 2026, an estimated $638K.
  • Meta Platforms (Facebook) made up 0.14% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #45 holding.
  • Jackson Thornton Wealth Management first reported a position in Meta Platforms (Facebook) in Q2 2023 and has held it in 13 quarters since.
  • Jackson Thornton Wealth Management's Meta Platforms (Facebook) position peaked at $1.78M in Q3 2025.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.