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

Mattern 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 		$505K Buy
897
+2
+0.2% +$1.22K 0.08% 106
2026
Q1 		$512K Hold
895
– – 0.1% 88
2025
Q4 		$591K Sell
895
-5
-0.6% -$3.34K 0.11% 85
2025
Q3 		$661K Sell
900
-13
-1% -$9.68K 0.13% 75
2025
Q2 		$674K Sell
913
-23
-2% -$14.2K 0.14% 75
2025
Q1 		$540K Sell
936
-5
-0.5% -$3.23K 0.12% 92
2024
Q4 		$551K Hold
941
– – 0.12% 93
2024
Q3 		$539K Buy
941
+10
+1% +$5.14K 0.12% 100
2024
Q2 		$469K Buy
931
+5
+0.5% +$2.43K 0.11% 106
2024
Q1 		$450K Hold
926
– – 0.11% 114
2023
Q4 		$328K Hold
926
– – 0.08% 132
2023
Q3 		$278K Sell
926
-13
-1% -$3.92K 0.08% 138
2023
Q2 		$269K Sell
939
-20
-2% -$4.93K 0.08% 142
2023
Q1 		$203K Buy
+959
New +$163K 0.07% 167
2022
Q3 		– Sell
-1,314
Closed -$212K – 161
2022
Q2 		$212K Buy
1,314
+5
+0.4% +$965 0.08% 145
2022
Q1 		$291K Buy
1,309
+6
+0.5% +$1.5K 0.1% 131
2021
Q4 		$438K Buy
1,303
+4
+0.3% +$1.33K 0.13% 116
2021
Q3 		$441K Hold
1,299
– – 0.15% 115
2021
Q2 		$443K Buy
1,299
+26
+2% +$8.34K 0.14% 122
2021
Q1 		$375K Sell
1,273
-17
-1% -$4.58K 0.13% 123
2020
Q4 		$352K Sell
1,290
-3
-0.2% -$822 0.13% 121
2020
Q3 		$339K Sell
1,293
-50
-4% -$12.9K 0.15% 119
2020
Q2 		$305K Sell
1,343
-8
-0.6% -$1.67K 0.15% 113
2020
Q1 		$225K Buy
1,351
+68
+5% +$13.3K 0.16% 110
2019
Q4 		$263K Buy
+1,283
New +$249K 0.16% 116

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

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

Mattern Wealth Management increased its Meta Platforms (Facebook) (META) stake by 0.22% in Q2 2026, buying an estimated $1.22K and bringing the position to 897 shares worth $505K. The position accounts for 0.08% of the portfolio, ranked #106.

Mattern Wealth Management first reported a position in META in Q4 2019 and has held it in 25 quarters since. The position peaked at $674K in Q2 2025. 5,038 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Mattern Wealth Management held 897 shares of Meta Platforms (Facebook) worth $505K as of Q2 2026.
  • Mattern Wealth Management bought 2 Meta Platforms (Facebook) shares in Q2 2026, an estimated $1.22K.
  • Meta Platforms (Facebook) made up 0.08% of Mattern Wealth Management's portfolio in Q2 2026, its #106 holding.
  • Mattern Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2019 and has held it in 25 quarters since.
  • Mattern Wealth Management's Meta Platforms (Facebook) position peaked at $674K in Q2 2025.
  • 5,038 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.