NWMG
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National Wealth Management Group’s Meta Platforms (Facebook) META Stock Holding History

National Wealth Management Group’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 		$1.77M Sell
3,144
-1,596
-34% -$976K 0.55% 53
2026
Q1 		$2.71M Sell
4,740
-3,520
-43% -$2.26M 1.01% 30
2025
Q4 		$5.45M Buy
8,260
+329
+4% +$220K 1.89% 10
2025
Q3 		$5.82M Buy
7,931
+1,584
+25% +$1.18M 2.19% 7
2025
Q2 		$4.68M Sell
6,347
-93
-1% -$57.5K 2.63% 9
2025
Q1 		$3.71M Sell
6,440
-145
-2% -$93.5K 2.44% 9
2024
Q4 		$3.86M Buy
6,585
+1,017
+18% +$597K 2.57% 9
2024
Q3 		$3.19M Buy
5,568
+70
+1% +$36K 2.16% 12
2024
Q2 		$2.77M Buy
5,498
+202
+4% +$98.2K 2.11% 11
2024
Q1 		$2.57M Buy
5,296
+9
+0.2% +$4.01K 2% 14
2023
Q4 		$1.87M Buy
5,287
+1,981
+60% +$645K 1.81% 15
2023
Q3 		$992K Sell
3,306
-4
-0.1% -$1.21K 1.08% 28
2023
Q2 		$1.03M Buy
+3,310
New +$817K 1.08% 27
2022
Q2 		– Sell
-927
Closed -$206K – 126
2022
Q1 		$206K Buy
927
+30
+3% +$7.5K 0.2% 105
2021
Q4 		$302K Buy
+897
New +$298K 0.28% 86

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

National Wealth Management Group's META Position: Q2 2026 in Review

National Wealth Management Group reduced its Meta Platforms (Facebook) (META) stake by 34% in Q2 2026, selling an estimated $976K and leaving 3,144 shares worth $1.77M. The position accounts for 0.55% of the portfolio, ranked #53.

National Wealth Management Group first reported a position in META in Q4 2021 and has held it in 15 quarters since. The position peaked at $5.82M in Q3 2025. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • National Wealth Management Group held 3,144 shares of Meta Platforms (Facebook) worth $1.77M as of Q2 2026.
  • National Wealth Management Group sold 1,596 Meta Platforms (Facebook) shares in Q2 2026, an estimated $976K.
  • Meta Platforms (Facebook) made up 0.55% of National Wealth Management Group's portfolio in Q2 2026, its #53 holding.
  • National Wealth Management Group first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 15 quarters since.
  • National Wealth Management Group's Meta Platforms (Facebook) position peaked at $5.82M in Q3 2025.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.