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

JGP 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 		$1.22M Sell
2,167
-111
-5% -$67.9K 0.11% 102
2026
Q1 		$1.3M Sell
2,278
-66
-3% -$42.3K 0.14% 86
2025
Q4 		$1.55M Buy
2,344
+70
+3% +$46.7K 0.16% 82
2025
Q3 		$1.65M Buy
2,274
+15
+0.7% +$11.2K 0.18% 74
2025
Q2 		$1.67M Buy
2,259
+424
+23% +$262K 0.2% 70
2025
Q1 		$1.06M Buy
1,835
+260
+17% +$168K 0.14% 90
2024
Q4 		$922K Buy
1,575
+105
+7% +$61.6K 0.12% 99
2024
Q3 		$841K Buy
1,470
+81
+6% +$41.7K 0.11% 106
2024
Q2 		$700K Buy
1,389
+42
+3% +$20.4K 0.1% 106
2024
Q1 		$654K Sell
1,347
-43
-3% -$19.2K 0.1% 109
2023
Q4 		$492K Buy
1,390
+147
+12% +$47.9K 0.07% 117
2023
Q3 		$373K Sell
1,243
-8
-0.6% -$2.41K 0.06% 123
2023
Q2 		$359K Sell
1,251
-150
-11% -$37K 0.06% 124
2023
Q1 		$297K Buy
+1,401
New +$239K 0.05% 122
2022
Q4 		– Sell
-1,836
Closed -$245K – 152
2022
Q3 		$245K Sell
1,836
-111
-6% -$18K 0.05% 132
2022
Q2 		$331K Sell
1,947
-111
-5% -$21.4K 0.07% 120
2022
Q1 		$458K Buy
2,058
+155
+8% +$38.7K 0.08% 112
2021
Q4 		$617K Buy
1,903
+36
+2% +$12K 0.11% 93
2021
Q3 		$634K Hold
1,867
– – 0.14% 91
2021
Q2 		$649K Hold
1,867
– – 0.14% 87
2021
Q1 		$550K Hold
1,867
– – 0.12% 89
2020
Q4 		$498K Buy
1,867
+59
+3% +$16.2K 0.12% 90
2020
Q3 		$467K Sell
1,808
-111
-6% -$28.6K 0.12% 86
2020
Q2 		$467K Buy
1,919
+86
+5% +$18K 0.14% 84
2020
Q1 		$319K Sell
1,833
-100
-5% -$19.6K 0.11% 100
2019
Q4 		$411K Sell
1,933
-48
-2% -$9.3K 0.12% 96
2019
Q3 		$346K Buy
1,981
+35
+2% +$6.65K 0.12% 97
2019
Q2 		$376K Hold
1,946
– – 0.13% 97
2019
Q1 		$324K Sell
1,946
-62
-3% -$9.86K 0.12% 98
2018
Q4 		$263K Hold
2,008
– – 0.11% 103
2018
Q3 		$328K Buy
2,008
+3
+0.1% +$543 0.13% 99
2018
Q2 		$390K Buy
+2,005
New +$362K 0.16% 93

Other funds holding META

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

JGP Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 4.9% in Q2 2026, selling an estimated $67.9K and leaving 2,167 shares worth $1.22M. The position accounts for 0.11% of the portfolio, ranked #102.

JGP Wealth Management first reported a position in META in Q2 2018 and has held it in 32 quarters since. The position peaked at $1.67M in Q2 2025. 1,796 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • JGP Wealth Management held 2,167 shares of Meta Platforms (Facebook) worth $1.22M as of Q2 2026.
  • JGP Wealth Management sold 111 Meta Platforms (Facebook) shares in Q2 2026, an estimated $67.9K.
  • Meta Platforms (Facebook) made up 0.11% of JGP Wealth Management's portfolio in Q2 2026, its #102 holding.
  • JGP Wealth Management first reported a position in Meta Platforms (Facebook) in Q2 2018 and has held it in 32 quarters since.
  • JGP Wealth Management's Meta Platforms (Facebook) position peaked at $1.67M in Q2 2025.
  • 1,796 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.