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

MBM Wealth Consultants’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 		– Sell
-154
Closed -$88.1K – 266
2026
Q1 		$88.1K Buy
+154
New +$98.7K 0.02% 128
2023
Q2 		– Sell
-212
Closed -$7K – 206
2023
Q1 		$7K Hold
212
– – ﹤0.01% 228
2022
Q4 		$26K Buy
212
+26
+14% +$3.05K 0.01% 192
2022
Q3 		$26K Sell
186
-117
-39% -$19K 0.01% 181
2022
Q2 		$49K Sell
303
-125
-29% -$24.1K 0.02% 159
2022
Q1 		$95K Sell
428
-34
-7% -$8.5K 0.04% 129
2021
Q4 		$155K Sell
462
-6
-1% -$1.99K 0.06% 109
2021
Q3 		$159K Sell
468
-10
-2% -$3.6K 0.07% 112
2021
Q2 		$166K Sell
478
-121
-20% -$38.8K 0.08% 105
2021
Q1 		$176K Sell
599
-684
-53% -$184K 0.09% 97
2020
Q4 		$350K Sell
1,283
-144
-10% -$39.5K 0.19% 70
2020
Q3 		$373K Sell
1,427
-2
-0.1% -$516 0.24% 51
2020
Q2 		$325K Sell
1,429
-685
-32% -$143K 0.23% 55
2020
Q1 		$352K Sell
2,114
-146
-6% -$28.6K 0.29% 57
2019
Q4 		$464K Buy
2,260
+91
+4% +$17.6K 0.34% 60
2019
Q3 		$386K Buy
2,169
+83
+4% +$15.8K 0.3% 73
2019
Q2 		$409K Buy
2,086
+51
+3% +$9.32K 0.34% 65
2019
Q1 		$339K Buy
2,035
+179
+10% +$28.5K 0.3% 74
2018
Q4 		$243K Buy
+1,856
New +$269K 0.24% 79

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

MBM Wealth Consultants's META Position: Q2 2026 in Review

MBM Wealth Consultants sold out of Meta Platforms (Facebook) (META) in Q2 2026, closing a stake of 154 shares — an estimated $88.1K sold.

MBM Wealth Consultants first reported a position in META in Q4 2018 and held it in 19 quarters. The position peaked at $464K in Q4 2019. 5,037 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • MBM Wealth Consultants reported no remaining Meta Platforms (Facebook) position as of Q2 2026 after selling out during the quarter.
  • MBM Wealth Consultants sold 154 Meta Platforms (Facebook) shares in Q2 2026, an estimated $88.1K.
  • MBM Wealth Consultants first reported a position in Meta Platforms (Facebook) in Q4 2018 and held it in 19 quarters.
  • MBM Wealth Consultants's Meta Platforms (Facebook) position peaked at $464K in Q4 2019.
  • 5,037 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.