Schrum Private Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Schrum Private 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	–	Sell	-748	Closed	-$428K	–	123
2026 Q1	$428K	Sell	748 -6	-0.8%	-$3.85K	0.33%	76
2025 Q4	$498K	Buy	754 +132	+21%	+$88.1K	0.37%	68
2025 Q3	$457K	Hold	622	–	–	0.34%	73
2025 Q2	$459K	Hold	622	–	–	0.37%	69
2025 Q1	$359K	Buy	622 +50	+9%	+$32.3K	0.32%	81
2024 Q4	$335K	Sell	572 -208	-27%	-$122K	0.28%	85
2024 Q3	$447K	Buy	+780	New	+$401K	0.23%	102

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

Schrum Private Wealth Management's META Position: Q2 2026 in Review

Schrum Private Wealth Management sold out of Meta Platforms (Facebook) (META) in Q2 2026, closing a stake of 748 shares — an estimated $428K sold.

Schrum Private Wealth Management first reported a position in META in Q3 2024 and held it in 7 quarters. The position peaked at $498K in Q4 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

Schrum Private Wealth Management reported no remaining Meta Platforms (Facebook) position as of Q2 2026 after selling out during the quarter.
Schrum Private Wealth Management sold 748 Meta Platforms (Facebook) shares in Q2 2026, an estimated $428K.
Schrum Private Wealth Management first reported a position in Meta Platforms (Facebook) in Q3 2024 and held it in 7 quarters.
Schrum Private Wealth Management's Meta Platforms (Facebook) position peaked at $498K in Q4 2025.
5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Schrum Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.