MFGM
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Marshall Financial Group (Maryland)’s Meta Platforms (Facebook) META Stock Holding History

Marshall Financial Group (Maryland)’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 		$2.35M Buy
4,164
+73
+2% +$44.6K 0.34% 61
2026
Q1 		$2.34M Sell
4,091
-263
-6% -$169K 0.37% 54
2025
Q4 		$2.87M Sell
4,354
-513
-11% -$343K 0.56% 33
2025
Q3 		$3.57M Sell
4,867
-101
-2% -$75.2K 0.7% 27
2025
Q2 		$3.57M Sell
4,968
-274
-5% -$169K 0.7% 26
2025
Q1 		$3.02M Sell
5,242
-273
-5% -$176K 0.66% 32
2024
Q4 		$3.23M Buy
5,515
+37
+0.7% +$21.7K 0.78% 23
2024
Q3 		$3.14M Buy
5,478
+615
+13% +$316K 0.75% 26
2024
Q2 		$2.45M Sell
4,863
-298
-6% -$145K 0.69% 32
2024
Q1 		$2.51M Buy
5,161
+210
+4% +$93.7K 0.72% 30
2023
Q4 		$1.75M Buy
4,951
+2,187
+79% +$712K 0.57% 50
2023
Q3 		$830K Sell
2,764
-42
-1% -$12.7K 0.3% 83
2023
Q2 		$805K Sell
2,806
-2,012
-42% -$496K 0.27% 96
2023
Q1 		$1.02M Sell
4,818
-7,046
-59% -$1.2M 0.37% 64
2022
Q4 		$1.43M Buy
11,864
+2,097
+21% +$246K 0.55% 58
2022
Q3 		$1.32M Sell
9,767
-287
-3% -$46.5K 0.56% 50
2022
Q2 		$1.62M Buy
10,054
+3,171
+46% +$612K 0.65% 34
2022
Q1 		$1.53M Buy
6,883
+594
+9% +$148K 0.63% 41
2021
Q4 		$2.12M Buy
6,289
+1,230
+24% +$408K 0.78% 20
2021
Q3 		$1.72M Buy
5,059
+237
+5% +$85.4K 0.89% 15
2021
Q2 		$1.68M Sell
4,822
-1,056
-18% -$339K 0.91% 15
2021
Q1 		$1.73M Sell
5,878
-98
-2% -$26.4K 1.03% 19
2020
Q4 		$1.63M Buy
+5,976
New +$1.64M 1.06% 16

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

Marshall Financial Group (Maryland)'s META Position: Q2 2026 in Review

Marshall Financial Group (Maryland) increased its Meta Platforms (Facebook) (META) stake by 1.8% in Q2 2026, buying an estimated $44.6K and bringing the position to 4,164 shares worth $2.35M. The position accounts for 0.34% of the portfolio, ranked #61.

Marshall Financial Group (Maryland) first reported a position in META in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.57M in Q3 2025. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Marshall Financial Group (Maryland) held 4,164 shares of Meta Platforms (Facebook) worth $2.35M as of Q2 2026.
  • Marshall Financial Group (Maryland) bought 73 Meta Platforms (Facebook) shares in Q2 2026, an estimated $44.6K.
  • Meta Platforms (Facebook) made up 0.34% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #61 holding.
  • Marshall Financial Group (Maryland) first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 23 quarters since.
  • Marshall Financial Group (Maryland)'s Meta Platforms (Facebook) position peaked at $3.57M in Q3 2025.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.