Montgomery Financial Services’s Meta Platforms (Facebook) META Stock Holding History

Montgomery Financial Services’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	$113K	Buy	+200	New	+$122K	0.1%	42

Other funds holding META

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Montgomery Financial Services's META Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Meta Platforms (Facebook) (META) in Q2 2026: 200 shares worth $113K. The stake represents 0.1% of the portfolio and ranks #42 among its holdings.

4,828 funds tracked by Wall St. Rank hold META as of Q2 2026.

Montgomery Financial Services held 200 shares of Meta Platforms (Facebook) worth $113K as of Q2 2026.
Meta Platforms (Facebook) was a new Montgomery Financial Services position in Q2 2026.
Meta Platforms (Facebook) made up 0.1% of Montgomery Financial Services's portfolio in Q2 2026, its #42 holding.
4,828 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.