MGWM
META icon

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

Marks Group 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 		$11.5M Sell
20,439
-1,156
-5% -$707K 1% 19
2026
Q1 		$12.4M Sell
21,595
-3,661
-14% -$2.35M 1.19% 14
2025
Q4 		$16.7M Buy
25,256
+8,700
+53% +$5.81M 1.6% 7
2025
Q3 		$12.2M Sell
16,556
-5,348
-24% -$3.98M 1.13% 11
2025
Q2 		$16.2M Sell
21,904
-391
-2% -$242K 1.5% 7
2025
Q1 		$12.9M Sell
22,295
-546
-2% -$352K 1.24% 9
2024
Q4 		$13.4M Sell
22,841
-284
-1% -$167K 1.32% 10
2024
Q3 		$13.2M Sell
23,125
-242
-1% -$125K 1.26% 10
2024
Q2 		$11.8M Sell
23,367
-432
-2% -$210K 1.24% 10
2024
Q1 		$11.6M Buy
23,799
+5,603
+31% +$2.5M 1.21% 11
2023
Q4 		$6.44M Sell
18,196
-409
-2% -$133K 0.73% 62
2023
Q3 		$5.59M Sell
18,605
-845
-4% -$255K 0.69% 68
2023
Q2 		$5.58M Sell
19,450
-427
-2% -$105K 0.66% 66
2023
Q1 		$4.21M Buy
+19,877
New +$3.39M 0.54% 78
2022
Q4 		– Sell
-26,095
Closed -$3.54M – 287
2022
Q3 		$3.54M Buy
26,095
+1,169
+5% +$189K 0.54% 72
2022
Q2 		$4.02M Buy
24,926
+1,927
+8% +$372K 0.58% 72
2022
Q1 		$5.11M Sell
22,999
-15,196
-40% -$3.8M 0.64% 66
2021
Q4 		$12.8M Buy
38,195
+1,529
+4% +$508K 1.56% 6
2021
Q3 		$12.4M Buy
36,666
+352
+1% +$127K 1.68% 5
2021
Q2 		$12.6M Sell
36,314
-1,891
-5% -$607K 1.74% 4
2021
Q1 		$11.2M Buy
38,205
+10,321
+37% +$2.78M 1.67% 5
2020
Q4 		$7.62M Buy
27,884
+929
+3% +$255K 1.19% 11
2020
Q3 		$7.06M Buy
26,955
+10,887
+68% +$2.81M 1.28% 10
2020
Q2 		$3.64M Buy
+16,068
New +$3.35M 0.74% 61

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

Marks Group Wealth Management's META Position: Q2 2026 in Review

Marks Group Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 5.4% in Q2 2026, selling an estimated $707K and leaving 20,439 shares worth $11.5M. The position accounts for 1% of the portfolio, ranked #19.

Marks Group Wealth Management first reported a position in META in Q2 2020 and has held it in 24 quarters since. The position peaked at $16.7M in Q4 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Marks Group Wealth Management held 20,439 shares of Meta Platforms (Facebook) worth $11.5M as of Q2 2026.
  • Marks Group Wealth Management sold 1,156 Meta Platforms (Facebook) shares in Q2 2026, an estimated $707K.
  • Meta Platforms (Facebook) made up 1% of Marks Group Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Marks Group Wealth Management first reported a position in Meta Platforms (Facebook) in Q2 2020 and has held it in 24 quarters since.
  • Marks Group Wealth Management's Meta Platforms (Facebook) position peaked at $16.7M in Q4 2025.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.