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Morton Brown Family Wealth’s Meta Platforms (Facebook) META Stock Holding History

Morton Brown Family Wealth’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 		$42.8K Sell
76
-19
-20% -$11.6K 0.01% 132
2026
Q1 		$54.4K Buy
95
+20
+27% +$12.8K 0.01% 114
2025
Q4 		$49.5K Sell
75
-83
-53% -$55.4K 0.01% 113
2025
Q3 		$116K Sell
158
-43
-21% -$32K 0.03% 82
2025
Q2 		$148K Hold
201
– – 0.05% 69
2025
Q1 		$116K Buy
201
+13
+7% +$8.39K 0.04% 77
2024
Q4 		$110K Buy
188
+153
+437% +$89.8K 0.04% 79
2024
Q3 		$20K Hold
35
– – 0.01% 132
2024
Q2 		$16.7K Hold
35
– – 0.01% 136
2024
Q1 		$17K Hold
35
– – 0.01% 127
2023
Q4 		$12.4K Hold
35
– – 0.01% 169
2023
Q3 		$10.5K Hold
35
– – 0.01% 122
2023
Q2 		$10K Sell
35
-21
-38% -$5.18K 0.01% 116
2023
Q1 		$11.9K Buy
56
+21
+60% +$3.58K 0.01% 120
2022
Q4 		$4.21K Sell
35
-5
-13% -$587 ﹤0.01% 137
2022
Q3 		$5K Buy
40
+5
+14% +$810 ﹤0.01% 145
2022
Q2 		$6K Hold
35
– – ﹤0.01% 141
2022
Q1 		$8K Sell
35
-40
-53% -$10K 0.01% 111
2021
Q4 		$25K Buy
+75
New +$24.9K 0.02% 92

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

Morton Brown Family Wealth's META Position: Q2 2026 in Review

Morton Brown Family Wealth reduced its Meta Platforms (Facebook) (META) stake by 20% in Q2 2026, selling an estimated $11.6K and leaving 76 shares worth $42.8K. The position accounts for 0.01% of the portfolio, ranked #132.

Morton Brown Family Wealth first reported a position in META in Q4 2021 and has held it in 19 quarters since. The position peaked at $148K in Q2 2025. 5,037 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Morton Brown Family Wealth held 76 shares of Meta Platforms (Facebook) worth $42.8K as of Q2 2026.
  • Morton Brown Family Wealth sold 19 Meta Platforms (Facebook) shares in Q2 2026, an estimated $11.6K.
  • Meta Platforms (Facebook) made up 0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #132 holding.
  • Morton Brown Family Wealth first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 19 quarters since.
  • Morton Brown Family Wealth's Meta Platforms (Facebook) position peaked at $148K in Q2 2025.
  • 5,037 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.