Philip James Wealth Mangement’s Meta Platforms (Facebook) META Stock Holding History

Philip James Wealth Mangement’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	$364K	Sell	646 -155	-19%	-$94.8K	0.04%	120
2026 Q1	$458K	Sell	801 -3	-0.4%	-$1.92K	0.05%	112
2025 Q4	$531K	Sell	804 -7	-0.9%	-$4.67K	0.06%	113
2025 Q3	$596K	Buy	811 +160	+25%	+$119K	0.07%	105
2025 Q2	$480K	Buy	651 +12	+2%	+$7.42K	0.06%	112
2025 Q1	$369K	Buy	639 +174	+37%	+$112K	0.04%	119
2024 Q4	$272K	Buy	465 +108	+30%	+$63.4K	0.04%	142
2024 Q3	$204K	Buy	+357	New	+$184K	0.03%	159

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

Philip James Wealth Mangement's META Position: Q2 2026 in Review

Philip James Wealth Mangement reduced its Meta Platforms (Facebook) (META) stake by 19% in Q2 2026, selling an estimated $94.8K and leaving 646 shares worth $364K. The position accounts for 0.04% of the portfolio, ranked #120.

Philip James Wealth Mangement first reported a position in META in Q3 2024 and has held it in 8 quarters since. The position peaked at $596K in Q3 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

Philip James Wealth Mangement held 646 shares of Meta Platforms (Facebook) worth $364K as of Q2 2026.
Philip James Wealth Mangement sold 155 Meta Platforms (Facebook) shares in Q2 2026, an estimated $94.8K.
Meta Platforms (Facebook) made up 0.04% of Philip James Wealth Mangement's portfolio in Q2 2026, its #120 holding.
Philip James Wealth Mangement first reported a position in Meta Platforms (Facebook) in Q3 2024 and has held it in 8 quarters since.
Philip James Wealth Mangement's Meta Platforms (Facebook) position peaked at $596K in Q3 2025.
5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.