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Mowery & Schoenfeld Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Mowery & Schoenfeld 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 		$170K Hold
302
– – 0.23% 69
2026
Q1 		$173K Sell
302
-78
-21% -$50K 0.26% 61
2025
Q4 		$251K Buy
380
+73
+24% +$48.7K 0.36% 41
2025
Q3 		$225K Sell
307
-38
-11% -$28.3K 0.39% 45
2025
Q2 		$255K Sell
345
-7
-2% -$4.33K 0.39% 38
2025
Q1 		$203K Buy
352
+7
+2% +$4.52K 0.4% 47
2024
Q4 		$202K Buy
345
+69
+25% +$40.5K 0.39% 44
2024
Q3 		$158K Buy
276
+224
+431% +$115K 0.25% 49
2024
Q2 		$26.2K Buy
52
+51
+5,100% +$24.8K 0.04% 134
2024
Q1 		$486 Hold
1
– – ﹤0.01% 148
2023
Q4 		$354 Buy
+1
New +$326 ﹤0.01% 159

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 $3.38T AUM 44.17% 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

Mowery & Schoenfeld Wealth Management's META Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Meta Platforms (Facebook) (META) position steady in Q2 2026 at 302 shares worth $170K. The position accounts for 0.23% of the portfolio, ranked #69.

Mowery & Schoenfeld Wealth Management first reported a position in META in Q4 2023 and has held it in 11 quarters since. The position peaked at $255K in Q2 2025. 5,088 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 302 shares of Meta Platforms (Facebook) worth $170K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its Meta Platforms (Facebook) share count unchanged in Q2 2026.
  • Meta Platforms (Facebook) made up 0.23% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #69 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 11 quarters since.
  • Mowery & Schoenfeld Wealth Management's Meta Platforms (Facebook) position peaked at $255K in Q2 2025.
  • 5,088 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.