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

Marion 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 		$4.32M Buy
7,668
+183
+2% +$112K 0.88% 28
2026
Q1 		$4.28M Buy
7,485
+535
+8% +$343K 0.95% 27
2025
Q4 		$4.58M Buy
6,950
+179
+3% +$120K 1.02% 25
2025
Q3 		$4.97M Sell
6,771
-51
-0.7% -$38K 1.18% 25
2025
Q2 		$5.04M Buy
6,822
+97
+1% +$59.9K 1.26% 24
2025
Q1 		$3.88M Sell
6,725
-1,397
-17% -$901K 1.04% 25
2024
Q4 		$4.76M Sell
8,122
-52
-0.6% -$30.5K 1.26% 23
2024
Q3 		$4.68M Buy
8,174
+178
+2% +$91.6K 1.25% 24
2024
Q2 		$4.03M Buy
7,996
+55
+0.7% +$26.7K 1.18% 25
2024
Q1 		$3.86M Sell
7,941
-826
-9% -$368K 1.15% 24
2023
Q4 		$3.1M Sell
8,767
-3,209
-27% -$1.05M 0.99% 28
2023
Q3 		$3.6M Sell
11,976
-825
-6% -$249K 1.27% 18
2023
Q2 		$3.67M Sell
12,801
-598
-4% -$148K 1.31% 19
2023
Q1 		$2.84M Buy
13,399
+2,924
+28% +$498K 1.06% 24
2022
Q4 		$1.26M Buy
10,475
+2,794
+36% +$328K 0.53% 43
2022
Q3 		$1.04M Buy
7,681
+913
+13% +$148K 0.53% 41
2022
Q2 		$1.09M Buy
6,768
+2,310
+52% +$446K 0.57% 41
2022
Q1 		$991K Buy
4,458
+990
+29% +$247K 0.48% 52
2021
Q4 		$1.17M Buy
+3,468
New +$1.15M 0.55% 44

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

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

Marion Wealth Management increased its Meta Platforms (Facebook) (META) stake by 2.4% in Q2 2026, buying an estimated $112K and bringing the position to 7,668 shares worth $4.32M. The position accounts for 0.88% of the portfolio, ranked #28.

Marion Wealth Management first reported a position in META in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.04M in Q2 2025. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Marion Wealth Management held 7,668 shares of Meta Platforms (Facebook) worth $4.32M as of Q2 2026.
  • Marion Wealth Management bought 183 Meta Platforms (Facebook) shares in Q2 2026, an estimated $112K.
  • Meta Platforms (Facebook) made up 0.88% of Marion Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Marion Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 19 quarters since.
  • Marion Wealth Management's Meta Platforms (Facebook) position peaked at $5.04M in Q2 2025.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

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