MAM
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Milestone Asset Management’s Meta Platforms (Facebook) META Stock Holding History

Milestone Asset 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 		$999K Buy
1,773
+143
+9% +$87.4K 0.16% 139
2026
Q1 		$933K Sell
1,630
-556
-25% -$356K 0.17% 126
2025
Q4 		$1.44M Sell
2,186
-6,061
-73% -$4.05M 0.27% 72
2025
Q3 		$6.06M Buy
8,247
+2,270
+38% +$1.69M 1.15% 16
2025
Q2 		$4.41M Buy
5,977
+2,462
+70% +$1.52M 0.93% 25
2025
Q1 		$2.03M Buy
3,515
+1,582
+82% +$1.02M 0.43% 51
2024
Q4 		$1.13M Buy
1,933
+146
+8% +$85.7K 0.25% 91
2024
Q3 		$1.02M Sell
1,787
-131
-7% -$67.4K 0.23% 90
2024
Q2 		$967K Sell
1,918
-310
-14% -$151K 0.24% 84
2024
Q1 		$1.08M Buy
2,228
+760
+52% +$339K 0.31% 74
2023
Q4 		$520K Buy
1,468
+128
+10% +$41.7K 0.17% 38
2023
Q3 		$411K Buy
1,340
+6
+0.4% +$1.81K 0.14% 44
2023
Q2 		$383K Sell
1,334
-122
-8% -$30.1K 0.17% 38
2023
Q1 		$309K Buy
1,456
+57
+4% +$9.71K 0.18% 51
2022
Q4 		$200K Buy
+1,399
New +$164K 0.12% 70

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

Milestone Asset Management's META Position: Q2 2026 in Review

Milestone Asset Management increased its Meta Platforms (Facebook) (META) stake by 8.8% in Q2 2026, buying an estimated $87.4K and bringing the position to 1,773 shares worth $999K. The position accounts for 0.16% of the portfolio, ranked #139.

Milestone Asset Management first reported a position in META in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.06M in Q3 2025. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Milestone Asset Management held 1,773 shares of Meta Platforms (Facebook) worth $999K as of Q2 2026.
  • Milestone Asset Management bought 143 Meta Platforms (Facebook) shares in Q2 2026, an estimated $87.4K.
  • Meta Platforms (Facebook) made up 0.16% of Milestone Asset Management's portfolio in Q2 2026, its #139 holding.
  • Milestone Asset Management first reported a position in Meta Platforms (Facebook) in Q4 2022 and has held it in 15 quarters since.
  • Milestone Asset Management's Meta Platforms (Facebook) position peaked at $6.06M in Q3 2025.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.