Jamison Private Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Jamison Private 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	$8.79M	Buy	15,598 +423	+3%	+$259K	0.89%	39
2026 Q1	$8.68M	Buy	15,175 +484	+3%	+$310K	1.06%	35
2025 Q4	$9.7M	Buy	14,691 +126	+0.9%	+$84.1K	1.18%	29
2025 Q3	$10.7M	Buy	14,565 +323	+2%	+$240K	1.35%	22
2025 Q2	$10.5M	Buy	14,242 +177	+1%	+$109K	1.51%	19
2025 Q1	$8.11M	Buy	14,065 +254	+2%	+$164K	1.24%	28
2024 Q4	$8.09M	Buy	13,811 +206	+2%	+$121K	1.19%	31
2024 Q3	$7.79M	Buy	13,605 +505	+4%	+$260K	1.19%	30
2024 Q2	$6.61M	Sell	13,100 -273	-2%	-$133K	1.1%	32
2024 Q1	$6.49M	Buy	13,373 +207	+2%	+$92.3K	1.1%	32
2023 Q4	$4.66M	Sell	13,166 -53	-0.4%	-$17.3K	0.87%	36
2023 Q3	$3.97M	Buy	+13,219	New	+$3.98M	0.82%	40

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

Jamison Private Wealth Management's META Position: Q2 2026 in Review

Jamison Private Wealth Management increased its Meta Platforms (Facebook) (META) stake by 2.8% in Q2 2026, buying an estimated $259K and bringing the position to 15,598 shares worth $8.79M. The position accounts for 0.89% of the portfolio, ranked #39.

Jamison Private Wealth Management first reported a position in META in Q3 2023 and has held it in 12 quarters since. The position peaked at $10.7M in Q3 2025. 5,039 funds tracked by Wall St. Rank hold META as of Q2 2026.

Jamison Private Wealth Management held 15,598 shares of Meta Platforms (Facebook) worth $8.79M as of Q2 2026.
Jamison Private Wealth Management bought 423 Meta Platforms (Facebook) shares in Q2 2026, an estimated $259K.
Meta Platforms (Facebook) made up 0.89% of Jamison Private Wealth Management's portfolio in Q2 2026, its #39 holding.
Jamison Private Wealth Management first reported a position in Meta Platforms (Facebook) in Q3 2023 and has held it in 12 quarters since.
Jamison Private Wealth Management's Meta Platforms (Facebook) position peaked at $10.7M in Q3 2025.
5,039 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.