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Phillips Financial Management’s Meta Platforms (Facebook) META Stock Holding History

Phillips Financial 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 		$950K Buy
1,686
+63
+4% +$38.5K 0.07% 110
2026
Q1 		$929K Sell
1,623
-4
-0.2% -$2.56K 0.07% 114
2025
Q4 		$1.07M Sell
1,627
-9
-0.6% -$6.01K 0.07% 110
2025
Q3 		$1.2M Buy
1,636
+478
+41% +$356K 0.08% 107
2025
Q2 		$855K Buy
1,158
+96
+9% +$59.3K 0.06% 114
2025
Q1 		$612K Buy
1,062
+90
+9% +$58.1K 0.05% 127
2024
Q4 		$569K Buy
972
+63
+7% +$37K 0.04% 129
2024
Q3 		$520K Buy
909
+14
+2% +$7.2K 0.04% 134
2024
Q2 		$451K Buy
895
+317
+55% +$154K 0.04% 136
2024
Q1 		$281K Buy
+578
New +$258K 0.02% 157

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

Phillips Financial Management's META Position: Q2 2026 in Review

Phillips Financial Management increased its Meta Platforms (Facebook) (META) stake by 3.9% in Q2 2026, buying an estimated $38.5K and bringing the position to 1,686 shares worth $950K. The position accounts for 0.07% of the portfolio, ranked #110.

Phillips Financial Management first reported a position in META in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.2M in Q3 2025. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Phillips Financial Management held 1,686 shares of Meta Platforms (Facebook) worth $950K as of Q2 2026.
  • Phillips Financial Management bought 63 Meta Platforms (Facebook) shares in Q2 2026, an estimated $38.5K.
  • Meta Platforms (Facebook) made up 0.07% of Phillips Financial Management's portfolio in Q2 2026, its #110 holding.
  • Phillips Financial Management first reported a position in Meta Platforms (Facebook) in Q1 2024 and has held it in 10 quarters since.
  • Phillips Financial Management's Meta Platforms (Facebook) position peaked at $1.2M in Q3 2025.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.