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Morris Financial Concepts’s Meta Platforms (Facebook) META Stock Holding History

Morris Financial Concepts’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 		$594K Sell
1,055
-2
-0.2% -$1.22K 0.18% 72
2026
Q1 		$605K Sell
1,057
-23
-2% -$14.7K 0.21% 63
2025
Q4 		$713K Sell
1,080
-2
-0.2% -$1.34K 0.25% 58
2025
Q3 		$795K Hold
1,082
– – 0.29% 50
2025
Q2 		$799K Sell
1,082
-3
-0.3% -$1.85K 0.32% 49
2025
Q1 		$625K Sell
1,085
-3
-0.3% -$1.94K 0.26% 61
2024
Q4 		$637K Buy
1,088
+22
+2% +$12.9K 0.27% 53
2024
Q3 		$610K Buy
1,066
+108
+11% +$55.6K 0.26% 55
2024
Q2 		$483K Buy
958
+79
+9% +$38.4K 0.23% 58
2024
Q1 		$427K Sell
879
-62
-7% -$27.7K 0.22% 63
2023
Q4 		$333K Sell
941
-67
-7% -$21.8K 0.19% 68
2023
Q3 		$303K Sell
1,008
-52
-5% -$15.7K 0.2% 66
2023
Q2 		$304K Buy
1,060
+17
+2% +$4.2K 0.2% 68
2023
Q1 		$221K Buy
+1,043
New +$178K 0.16% 77

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

Morris Financial Concepts's META Position: Q2 2026 in Review

Morris Financial Concepts reduced its Meta Platforms (Facebook) (META) stake by 0.19% in Q2 2026, selling an estimated $1.22K and leaving 1,055 shares worth $594K. The position accounts for 0.18% of the portfolio, ranked #72.

Morris Financial Concepts first reported a position in META in Q1 2023 and has held it in 14 quarters since. The position peaked at $799K in Q2 2025. 5,038 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Morris Financial Concepts held 1,055 shares of Meta Platforms (Facebook) worth $594K as of Q2 2026.
  • Morris Financial Concepts sold 2 Meta Platforms (Facebook) shares in Q2 2026, an estimated $1.22K.
  • Meta Platforms (Facebook) made up 0.18% of Morris Financial Concepts's portfolio in Q2 2026, its #72 holding.
  • Morris Financial Concepts first reported a position in Meta Platforms (Facebook) in Q1 2023 and has held it in 14 quarters since.
  • Morris Financial Concepts's Meta Platforms (Facebook) position peaked at $799K in Q2 2025.
  • 5,038 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.