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Palumbo Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Palumbo 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 		$2.9M Sell
5,151
-164
-3% -$100K 0.61% 35
2026
Q1 		$3.04M Buy
5,315
+1,092
+26% +$700K 0.74% 30
2025
Q4 		$2.79M Sell
4,223
-20
-0.5% -$13.4K 0.69% 36
2025
Q3 		$2.63M Buy
4,243
+656
+18% +$488K 0.84% 31
2025
Q2 		$2.65M Buy
3,587
+242
+7% +$150K 0.82% 31
2025
Q1 		$1.93M Buy
3,345
+1,000
+43% +$645K 0.64% 42
2024
Q4 		$1.37M Buy
2,345
+1,019
+77% +$598K 0.51% 46
2024
Q3 		$759K Buy
1,326
+48
+4% +$24.7K 0.3% 67
2024
Q2 		$644K Buy
1,278
+57
+5% +$27.7K 0.27% 65
2024
Q1 		$593K Buy
1,221
+10
+0.8% +$4.46K 0.27% 70
2023
Q4 		$429K Buy
1,211
+145
+14% +$47.2K 0.22% 81
2023
Q3 		$320K Sell
1,066
-67
-6% -$20.2K 0.18% 82
2023
Q2 		$325K Buy
1,133
+67
+6% +$16.5K 0.2% 77
2023
Q1 		$226K Buy
+1,066
New +$182K 0.15% 87
2022
Q2 		– Sell
-1,010
Closed -$225K – 88
2022
Q1 		$225K Buy
1,010
+2
+0.2% +$500 0.14% 84
2021
Q4 		$339K Sell
1,008
-210
-17% -$69.7K 0.21% 73
2021
Q3 		$413K Hold
1,218
– – 0.27% 70
2021
Q2 		$424K Buy
1,218
+9
+0.7% +$2.89K 0.28% 70
2021
Q1 		$356K Sell
1,209
-41
-3% -$11K 0.27% 70
2020
Q4 		$341K Buy
+1,250
New +$343K 0.28% 66

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

Palumbo Wealth Management's META Position: Q2 2026 in Review

Palumbo Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 3.1% in Q2 2026, selling an estimated $100K and leaving 5,151 shares worth $2.9M. The position accounts for 0.61% of the portfolio, ranked #35.

Palumbo Wealth Management first reported a position in META in Q4 2020 and has held it in 20 quarters since. The position peaked at $3.04M in Q1 2026. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Palumbo Wealth Management held 5,151 shares of Meta Platforms (Facebook) worth $2.9M as of Q2 2026.
  • Palumbo Wealth Management sold 164 Meta Platforms (Facebook) shares in Q2 2026, an estimated $100K.
  • Meta Platforms (Facebook) made up 0.61% of Palumbo Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Palumbo Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 20 quarters since.
  • Palumbo Wealth Management's Meta Platforms (Facebook) position peaked at $3.04M in Q1 2026.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.