MIM
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Marshall Investment Management’s Meta Platforms (Facebook) META Stock Holding History

Marshall Investment 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 		$273K Buy
484
+73
+18% +$44.6K 0.11% 70
2026
Q1 		$235K Sell
411
-4,564
-92% -$2.92M 0.11% 71
2025
Q4 		$3.28M Buy
4,975
+609
+14% +$407K 1.65% 19
2025
Q3 		$3.21M Buy
+4,366
New +$3.25M 1.7% 19
2025
Q2 		– Sell
-4,332
Closed -$2.5M – 141
2025
Q1 		$2.5M Sell
4,332
-153
-3% -$98.7K 1.55% 26
2024
Q4 		$2.57M Buy
+4,485
New +$2.63M 1.51% 27

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 Investment Management's META Position: Q2 2026 in Review

Marshall Investment Management increased its Meta Platforms (Facebook) (META) stake by 18% in Q2 2026, buying an estimated $44.6K and bringing the position to 484 shares worth $273K. The position accounts for 0.11% of the portfolio, ranked #70.

Marshall Investment Management first reported a position in META in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.28M in Q4 2025. 5,068 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Marshall Investment Management held 484 shares of Meta Platforms (Facebook) worth $273K as of Q2 2026.
  • Marshall Investment Management bought 73 Meta Platforms (Facebook) shares in Q2 2026, an estimated $44.6K.
  • Meta Platforms (Facebook) made up 0.11% of Marshall Investment Management's portfolio in Q2 2026, its #70 holding.
  • Marshall Investment Management first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 6 quarters since.
  • Marshall Investment Management's Meta Platforms (Facebook) position peaked at $3.28M in Q4 2025.
  • 5,068 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

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