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

Peterson 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 		$4.08M Buy
7,240
+2,543
+54% +$1.55M 1.9% 18
2026
Q1 		$2.69M Buy
4,697
+199
+4% +$128K 1.56% 19
2025
Q4 		$2.97M Buy
4,498
+257
+6% +$172K 2.21% 14
2025
Q3 		$3.11M Sell
4,241
-234
-5% -$174K 2.16% 19
2025
Q2 		$3.3M Buy
4,475
+3,990
+823% +$2.47M 1.96% 21
2025
Q1 		$280K Buy
485
+140
+41% +$90.3K 0.19% 48
2024
Q4 		$202K Buy
+345
New +$203K 0.12% 48

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

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

Peterson Wealth Management increased its Meta Platforms (Facebook) (META) stake by 54% in Q2 2026, buying an estimated $1.55M and bringing the position to 7,240 shares worth $4.08M. The position accounts for 1.9% of the portfolio, ranked #18.

Peterson Wealth Management first reported a position in META in Q4 2024 and has held it in 7 quarters since. 5,072 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Peterson Wealth Management held 7,240 shares of Meta Platforms (Facebook) worth $4.08M as of Q2 2026.
  • Peterson Wealth Management bought 2,543 Meta Platforms (Facebook) shares in Q2 2026, an estimated $1.55M.
  • Meta Platforms (Facebook) made up 1.9% of Peterson Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Peterson Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 7 quarters since.
  • 5,072 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Peterson Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.