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MBL Wealth’s Meta Platforms (Facebook) META Stock Holding History

MBL Wealth’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 		$3.53M Sell
6,271
-3,117
-33% -$1.91M 0.24% 67
2026
Q1 		$5.37M Sell
9,388
-95
-1% -$60.9K 0.41% 50
2025
Q4 		$6.26M Buy
9,483
+1,888
+25% +$1.26M 0.5% 45
2025
Q3 		$5.58M Sell
7,595
-181
-2% -$135K 0.49% 44
2025
Q2 		$5.74M Buy
7,776
+190
+3% +$117K 0.55% 42
2025
Q1 		$4.37M Buy
7,586
+362
+5% +$234K 0.44% 47
2024
Q4 		$4.23M Sell
7,224
-192
-3% -$113K 0.42% 47
2024
Q3 		$4.25M Buy
7,416
+266
+4% +$137K 0.46% 45
2024
Q2 		$3.61M Sell
7,150
-142
-2% -$69K 0.4% 53
2024
Q1 		$3.54M Buy
7,292
+244
+3% +$109K 0.4% 49
2023
Q4 		$2.49M Buy
7,048
+54
+0.8% +$17.6K 0.31% 48
2023
Q3 		$2.1M Buy
6,994
+694
+11% +$209K 0.3% 45
2023
Q2 		$1.81M Sell
6,300
-99
-2% -$24.4K 0.26% 48
2023
Q1 		$1.36M Buy
6,399
+1,899
+42% +$323K 0.21% 54
2022
Q4 		$542K Sell
4,500
-133
-3% -$15.6K 0.1% 95
2022
Q3 		$629K Buy
4,633
+141
+3% +$22.9K 0.14% 83
2022
Q2 		$724K Buy
4,492
+619
+16% +$119K 0.18% 72
2022
Q1 		$861K Buy
+3,873
New +$968K 0.21% 69
2021
Q1 		$1.24M Buy
4,204
+402
+11% +$108K 0.43% 49
2020
Q4 		$1.04M Buy
+3,802
New +$1.04M 0.41% 45

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

MBL Wealth's META Position: Q2 2026 in Review

MBL Wealth reduced its Meta Platforms (Facebook) (META) stake by 33% in Q2 2026, selling an estimated $1.91M and leaving 6,271 shares worth $3.53M. The position accounts for 0.24% of the portfolio, ranked #67.

MBL Wealth first reported a position in META in Q4 2020 and has held it in 20 quarters since. The position peaked at $6.26M in Q4 2025. 5,055 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • MBL Wealth held 6,271 shares of Meta Platforms (Facebook) worth $3.53M as of Q2 2026.
  • MBL Wealth sold 3,117 Meta Platforms (Facebook) shares in Q2 2026, an estimated $1.91M.
  • Meta Platforms (Facebook) made up 0.24% of MBL Wealth's portfolio in Q2 2026, its #67 holding.
  • MBL Wealth first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 20 quarters since.
  • MBL Wealth's Meta Platforms (Facebook) position peaked at $6.26M in Q4 2025.
  • 5,055 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.