MPWM Advisory Solutions’s Meta Platforms (Facebook) META Stock Holding History

MPWM Advisory Solutions’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	$568K	Buy	1,008 +9	+0.9%	+$5.5K	0.26%	59
2026 Q1	$572K	Sell	999 -48	-5%	-$30.8K	0.3%	54
2025 Q4	$691K	Sell	1,047 -118	-10%	-$78.8K	0.38%	43
2025 Q3	$856K	Sell	1,165 -4	-0.3%	-$2.98K	0.51%	31
2025 Q2	$863K	Sell	1,169 -1	-0.1%	-$618	0.55%	29
2025 Q1	$674K	Sell	1,170 -55	-4%	-$35.5K	0.49%	30
2024 Q4	$717K	Buy	+1,225	New	+$719K	0.52%	29

Other funds holding META

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

MPWM Advisory Solutions's META Position: Q2 2026 in Review

MPWM Advisory Solutions increased its Meta Platforms (Facebook) (META) stake by 0.9% in Q2 2026, buying an estimated $5.5K and bringing the position to 1,008 shares worth $568K. The position accounts for 0.26% of the portfolio, ranked #59.

MPWM Advisory Solutions first reported a position in META in Q4 2024 and has held it in 7 quarters since. The position peaked at $863K in Q2 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

MPWM Advisory Solutions held 1,008 shares of Meta Platforms (Facebook) worth $568K as of Q2 2026.
MPWM Advisory Solutions bought 9 Meta Platforms (Facebook) shares in Q2 2026, an estimated $5.5K.
Meta Platforms (Facebook) made up 0.26% of MPWM Advisory Solutions's portfolio in Q2 2026, its #59 holding.
MPWM Advisory Solutions first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 7 quarters since.
MPWM Advisory Solutions's Meta Platforms (Facebook) position peaked at $863K in Q2 2025.
5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.