Powell Investment Advisors’s Meta Platforms (Facebook) META Stock Holding History

Powell Investment Advisors’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	$274K	Sell	486 -412	-46%	-$252K	0.09%	107
2026 Q1	$513K	Buy	898 +22	+3%	+$14.1K	0.18%	80
2025 Q4	$578K	Buy	876 +358	+69%	+$239K	0.2%	71
2025 Q3	$380K	Buy	+518	New	+$386K	0.13%	97
2025 Q1	–	Sell	-434	Closed	-$254K	–	155
2024 Q4	$254K	Hold	434	–	–	0.12%	109
2024 Q3	$248K	Sell	434 -25	-5%	-$12.9K	0.12%	105
2024 Q2	$231K	Buy	+459	New	+$223K	0.12%	104
2023 Q3	–	Sell	-848	Closed	-$243K	–	142
2023 Q2	$243K	Buy	+848	New	+$209K	0.14%	90
2022 Q2	–	Sell	-1,673	Closed	-$372K	–	145
2022 Q1	$372K	Buy	1,673 +503	+43%	+$126K	0.22%	65
2021 Q4	$394K	Buy	+1,170	New	+$388K	0.22%	61

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

Powell Investment Advisors's META Position: Q2 2026 in Review

Powell Investment Advisors reduced its Meta Platforms (Facebook) (META) stake by 46% in Q2 2026, selling an estimated $252K and leaving 486 shares worth $274K. The position accounts for 0.09% of the portfolio, ranked #107.

Powell Investment Advisors first reported a position in META in Q4 2021 and has held it in 10 quarters since. The position peaked at $578K in Q4 2025. 5,076 funds tracked by Wall St. Rank hold META as of Q2 2026.

Powell Investment Advisors held 486 shares of Meta Platforms (Facebook) worth $274K as of Q2 2026.
Powell Investment Advisors sold 412 Meta Platforms (Facebook) shares in Q2 2026, an estimated $252K.
Meta Platforms (Facebook) made up 0.09% of Powell Investment Advisors's portfolio in Q2 2026, its #107 holding.
Powell Investment Advisors first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 10 quarters since.
Powell Investment Advisors's Meta Platforms (Facebook) position peaked at $578K in Q4 2025.
5,076 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.