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Primoris Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History

Primoris Wealth 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 		$1.66M Sell
2,939
-97
-3% -$59.3K 0.76% 40
2026
Q1 		$1.74M Sell
3,036
-4,363
-59% -$2.8M 1.22% 27
2025
Q4 		$4.88M Sell
7,399
-384
-5% -$256K 2.92% 7
2025
Q3 		$5.72M Sell
7,783
-385
-5% -$287K 3.63% 3
2025
Q2 		$6.03M Sell
8,168
-85
-1% -$52.5K 4.11% 3
2025
Q1 		$4.76M Buy
8,253
+1
+0% +$645 3.68% 7
2024
Q4 		$4.83M Buy
8,252
+1,182
+17% +$694K 3.68% 7
2024
Q3 		$4.05M Sell
7,070
-1,294
-15% -$666K 2.94% 9
2024
Q2 		$4.22M Sell
8,364
-2,081
-20% -$1.01M 3.37% 7
2024
Q1 		$5.07M Sell
10,445
-99
-0.9% -$44.2K 4.05% 3
2023
Q4 		$3.73M Buy
10,544
+8,179
+346% +$2.66M 3.52% 7
2023
Q3 		$710K Buy
+2,365
New +$713K 0.86% 32
2022
Q3 		– Sell
-15,290
Closed -$2.47M – 66
2022
Q2 		$2.47M Sell
15,290
-3,360
-18% -$648K 3.55% 8
2022
Q1 		$4.13M Buy
+18,650
New +$4.66M 3.85% 9

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

Primoris Wealth Advisors's META Position: Q2 2026 in Review

Primoris Wealth Advisors reduced its Meta Platforms (Facebook) (META) stake by 3.2% in Q2 2026, selling an estimated $59.3K and leaving 2,939 shares worth $1.66M. The position accounts for 0.76% of the portfolio, ranked #40.

Primoris Wealth Advisors first reported a position in META in Q1 2022 and has held it in 14 quarters since. The position peaked at $6.03M in Q2 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Primoris Wealth Advisors held 2,939 shares of Meta Platforms (Facebook) worth $1.66M as of Q2 2026.
  • Primoris Wealth Advisors sold 97 Meta Platforms (Facebook) shares in Q2 2026, an estimated $59.3K.
  • Meta Platforms (Facebook) made up 0.76% of Primoris Wealth Advisors's portfolio in Q2 2026, its #40 holding.
  • Primoris Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q1 2022 and has held it in 14 quarters since.
  • Primoris Wealth Advisors's Meta Platforms (Facebook) position peaked at $6.03M in Q2 2025.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

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