JWM
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Jeppson Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Jeppson 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 		$2.28M Buy
4,040
+8
+0.2% +$4.89K 0.67% 41
2026
Q1 		$2.31M Sell
4,032
-104
-3% -$66.7K 0.72% 35
2025
Q4 		$2.73M Buy
4,136
+282
+7% +$188K 0.86% 27
2025
Q3 		$2.83M Sell
3,854
-21
-0.5% -$15.6K 0.9% 23
2025
Q2 		$2.86M Sell
3,875
-64
-2% -$39.5K 0.99% 22
2025
Q1 		$2.27M Sell
3,939
-52
-1% -$33.5K 0.83% 26
2024
Q4 		$2.34M Sell
3,991
-118
-3% -$69.3K 0.85% 26
2024
Q3 		$2.35M Buy
4,109
+27
+0.7% +$13.9K 0.84% 25
2024
Q2 		$2.06M Sell
4,082
-43
-1% -$20.9K 0.79% 27
2024
Q1 		$2M Sell
4,125
-336
-8% -$150K 0.78% 26
2023
Q4 		$1.58M Sell
4,461
-56
-1% -$18.2K 0.65% 38
2023
Q3 		$1.36M Sell
4,517
-30
-0.7% -$9.04K 0.62% 41
2023
Q2 		$1.3M Sell
4,547
-188
-4% -$46.4K 0.57% 44
2023
Q1 		$1M Sell
4,735
-269
-5% -$45.8K 0.44% 62
2022
Q4 		$602K Sell
5,004
-1,209
-19% -$142K 0.25% 92
2022
Q3 		$843K Sell
6,213
-53
-0.8% -$8.59K 0.38% 63
2022
Q2 		$1.01M Buy
6,266
+363
+6% +$70K 0.43% 52
2022
Q1 		$1.31M Buy
5,903
+717
+14% +$179K 0.61% 38
2021
Q4 		$1.74M Buy
5,186
+2
+0% +$664 0.84% 23
2021
Q3 		$1.76M Sell
5,184
-1
-0% -$360 0.92% 21
2021
Q2 		$1.8M Sell
5,185
-110
-2% -$35.3K 0.98% 21
2021
Q1 		$1.56M Sell
5,295
-88
-2% -$23.7K 0.93% 21
2020
Q4 		$1.47M Sell
5,383
-8
-0.1% -$2.19K 0.98% 21
2020
Q3 		$1.41M Buy
+5,391
New +$1.39M 1.11% 16

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

Jeppson Wealth Management's META Position: Q2 2026 in Review

Jeppson Wealth Management increased its Meta Platforms (Facebook) (META) stake by 0.2% in Q2 2026, buying an estimated $4.89K and bringing the position to 4,040 shares worth $2.28M. The position accounts for 0.67% of the portfolio, ranked #41.

Jeppson Wealth Management first reported a position in META in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.86M in Q2 2025. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Jeppson Wealth Management held 4,040 shares of Meta Platforms (Facebook) worth $2.28M as of Q2 2026.
  • Jeppson Wealth Management bought 8 Meta Platforms (Facebook) shares in Q2 2026, an estimated $4.89K.
  • Meta Platforms (Facebook) made up 0.67% of Jeppson Wealth Management's portfolio in Q2 2026, its #41 holding.
  • Jeppson Wealth Management first reported a position in Meta Platforms (Facebook) in Q3 2020 and has held it in 24 quarters since.
  • Jeppson Wealth Management's Meta Platforms (Facebook) position peaked at $2.86M in Q2 2025.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.