JWWM
META icon

Johnson & White Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Johnson & White 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 		$465K Buy
826
+18
+2% +$11K 0.17% 80
2026
Q1 		$462K Buy
808
+5
+0.6% +$3.2K 0.2% 78
2025
Q4 		$530K Buy
803
+5
+0.6% +$3.34K 0.23% 77
2025
Q3 		$586K Buy
798
+200
+33% +$149K 0.27% 66
2025
Q2 		$441K Hold
598
– – 0.22% 73
2025
Q1 		$345K Buy
598
+3
+0.5% +$1.94K 0.19% 75
2024
Q4 		$357K Hold
595
– – 0.22% 71
2024
Q3 		$341K Buy
595
+119
+25% +$61.2K 0.29% 42
2024
Q2 		$240K Buy
476
+58
+14% +$28.2K 0.23% 48
2024
Q1 		$203K Buy
+418
New +$186K 0.15% 84

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

Johnson & White Wealth Management's META Position: Q2 2026 in Review

Johnson & White Wealth Management increased its Meta Platforms (Facebook) (META) stake by 2.2% in Q2 2026, buying an estimated $11K and bringing the position to 826 shares worth $465K. The position accounts for 0.17% of the portfolio, ranked #80.

Johnson & White Wealth Management first reported a position in META in Q1 2024 and has held it in 10 quarters since. The position peaked at $586K in Q3 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Johnson & White Wealth Management held 826 shares of Meta Platforms (Facebook) worth $465K as of Q2 2026.
  • Johnson & White Wealth Management bought 18 Meta Platforms (Facebook) shares in Q2 2026, an estimated $11K.
  • Meta Platforms (Facebook) made up 0.17% of Johnson & White Wealth Management's portfolio in Q2 2026, its #80 holding.
  • Johnson & White Wealth Management first reported a position in Meta Platforms (Facebook) in Q1 2024 and has held it in 10 quarters since.
  • Johnson & White Wealth Management's Meta Platforms (Facebook) position peaked at $586K in Q3 2025.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Johnson & White Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.