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

Melfa 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	$2.41M	Hold	4,281	–	–	1.3%	20
2026 Q1	$2.45M	Buy	4,281 +5	+0.1%	+$3.2K	1.41%	17
2025 Q4	$2.82M	Buy	4,276 +2	+0%	+$1.34K	1.63%	12
2025 Q3	$3.14M	Hold	4,274	–	–	1.84%	11
2025 Q2	$3.15M	Hold	4,274	–	–	1.99%	7
2025 Q1	$2.46M	Buy	4,274 +92	+2%	+$59.4K	1.66%	12
2024 Q4	$2.45M	Hold	4,182	–	–	1.64%	12
2024 Q3	$2.39M	Sell	4,182 -758	-15%	-$390K	1.58%	14
2024 Q2	$2.49M	Hold	4,940	–	–	1.74%	10
2024 Q1	$2.4M	Buy	+4,940	New	+$2.2M	1.73%	11

Other funds holding META

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Melfa Wealth Management held its Meta Platforms (Facebook) (META) position steady in Q2 2026 at 4,281 shares worth $2.41M. The position accounts for 1.3% of the portfolio, ranked #20.

Melfa Wealth Management first reported a position in META in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.15M in Q2 2025. 5,055 funds tracked by Wall St. Rank hold META as of Q2 2026.

Melfa Wealth Management held 4,281 shares of Meta Platforms (Facebook) worth $2.41M as of Q2 2026.
Melfa Wealth Management left its Meta Platforms (Facebook) share count unchanged in Q2 2026.
Meta Platforms (Facebook) made up 1.3% of Melfa Wealth Management's portfolio in Q2 2026, its #20 holding.
Melfa Wealth Management first reported a position in Meta Platforms (Facebook) in Q1 2024 and has held it in 10 quarters since.
Melfa Wealth Management's Meta Platforms (Facebook) position peaked at $3.15M in Q2 2025.
5,055 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

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