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

Perigon 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 		– Hold
0
– – – 176
2026
Q1 		– Hold
0
– -$664K – 1372
2025
Q4 		– Hold
0
– – – 673

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

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

Perigon Wealth Management increased its Meta Platforms (Facebook) (META) stake by 1.4% in Q2 2026, buying an estimated $626K and bringing the position to 75,303 shares worth $42.4M. The position accounts for 0.67% of the portfolio, ranked #24.

Perigon Wealth Management first reported a position in META in Q4 2013 and has held it in 51 quarters since. The position peaked at $52.6M in Q3 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Perigon Wealth Management held 75,303 shares of Meta Platforms (Facebook) worth $42.4M as of Q2 2026.
  • Perigon Wealth Management bought 1,024 Meta Platforms (Facebook) shares in Q2 2026, an estimated $626K.
  • Meta Platforms (Facebook) made up 0.67% of Perigon Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Perigon Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2013 and has held it in 51 quarters since.
  • Perigon Wealth Management's Meta Platforms (Facebook) position peaked at $52.6M in Q3 2025.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.