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

JPL 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	$851K	Buy	1,511 +33	+2%	+$20.2K	0.17%	83
2026 Q1	$845K	Buy	1,478 +61	+4%	+$39.1K	0.19%	81
2025 Q4	$935K	Sell	1,417 -62	-4%	-$41.4K	0.23%	82
2025 Q3	$1.09M	Sell	1,479 -244	-14%	-$182K	0.26%	79
2025 Q2	$1.27M	Sell	1,723 -47	-3%	-$29K	0.34%	74
2025 Q1	$1.02M	Buy	1,770 +98	+6%	+$63.2K	0.29%	74
2024 Q4	$979K	Buy	+1,672	New	+$981K	0.28%	75
2024 Q2	$605K	Buy	1,199 +603	+101%	+$293K	0.3%	75
2024 Q1	$290K	Buy	+596	New	+$266K	0.16%	94

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

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

JPL Wealth Management increased its Meta Platforms (Facebook) (META) stake by 2.2% in Q2 2026, buying an estimated $20.2K and bringing the position to 1,511 shares worth $851K. The position accounts for 0.17% of the portfolio, ranked #83.

JPL Wealth Management first reported a position in META in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.27M in Q2 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

JPL Wealth Management held 1,511 shares of Meta Platforms (Facebook) worth $851K as of Q2 2026.
JPL Wealth Management bought 33 Meta Platforms (Facebook) shares in Q2 2026, an estimated $20.2K.
Meta Platforms (Facebook) made up 0.17% of JPL Wealth Management's portfolio in Q2 2026, its #83 holding.
JPL Wealth Management first reported a position in Meta Platforms (Facebook) in Q1 2024 and has held it in 9 quarters since.
JPL Wealth Management's Meta Platforms (Facebook) position peaked at $1.27M in Q2 2025.
5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.