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

SFMG 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 		$5.77M Buy
10,244
+266
+3% +$163K 0.35% 39
2026
Q1 		$5.71M Sell
9,978
-284
-3% -$182K 0.39% 34
2025
Q4 		$6.77M Sell
10,262
-54
-0.5% -$36.1K 0.45% 29
2025
Q3 		$7.58M Sell
10,316
-179
-2% -$133K 0.53% 23
2025
Q2 		$7.75M Sell
10,495
-111
-1% -$68.6K 0.58% 25
2025
Q1 		$6.11M Sell
10,606
-255
-2% -$165K 0.48% 29
2024
Q4 		$6.36M Sell
10,861
-159
-1% -$93.3K 0.5% 29
2024
Q3 		$6.31M Sell
11,020
-163
-1% -$83.9K 0.51% 25
2024
Q2 		$5.64M Buy
11,183
+33
+0.3% +$16K 0.49% 28
2024
Q1 		$5.41M Buy
11,150
+337
+3% +$150K 0.47% 30
2023
Q4 		$3.83M Buy
10,813
+67
+0.6% +$21.8K 0.35% 38
2023
Q3 		$3.23M Sell
10,746
-442
-4% -$133K 0.33% 42
2023
Q2 		$3.21M Sell
11,188
-45
-0.4% -$11.1K 0.33% 41
2023
Q1 		$2.38M Buy
11,233
+337
+3% +$57.4K 0.26% 55
2022
Q4 		$1.31M Buy
10,896
+1,952
+22% +$229K 0.15% 79
2022
Q3 		$1.14M Sell
8,944
-1,239
-12% -$201K 0.13% 81
2022
Q2 		$1.64M Buy
10,183
+613
+6% +$118K 0.19% 66
2022
Q1 		$2.13M Buy
9,570
+1,063
+12% +$266K 0.21% 62
2021
Q4 		$2.86M Sell
8,507
-2,447
-22% -$812K 0.28% 48
2021
Q3 		$3.72M Sell
10,954
-344
-3% -$124K 0.41% 34
2021
Q2 		$3.93M Buy
11,298
+25
+0.2% +$8.02K 0.44% 29
2021
Q1 		$3.32M Sell
11,273
-1,190
-10% -$320K 0.38% 34
2020
Q4 		$3.4M Buy
12,463
+299
+2% +$82K 0.43% 31
2020
Q3 		$3.19M Sell
12,164
-527
-4% -$136K 0.44% 28
2020
Q2 		$2.88M Sell
12,691
-1,440
-10% -$301K 0.41% 28
2020
Q1 		$2.36M Sell
14,131
-1,445
-9% -$283K 0.35% 23
2019
Q4 		$3.2M Buy
15,576
+146
+0.9% +$28.3K 0.39% 24
2019
Q3 		$2.75M Hold
15,430
– – 0.37% 23
2019
Q2 		$3.08M Buy
15,430
+57
+0.4% +$10.4K 0.42% 20
2019
Q1 		$2.56M Sell
15,373
-203
-1% -$32.3K 0.37% 29
2018
Q4 		$2.04M Buy
15,576
+553
+4% +$80.1K 0.33% 28
2018
Q3 		$2.26M Buy
15,023
+814
+6% +$147K 0.35% 25
2018
Q2 		$2.76M Sell
14,209
-20
-0.1% -$3.61K 0.45% 20
2018
Q1 		$2.27M Sell
14,229
-37
-0.3% -$6.64K 0.39% 20
2017
Q4 		$2.52M Buy
14,266
+39
+0.3% +$6.89K 0.42% 23
2017
Q3 		$2.43M Buy
14,227
+75
+0.5% +$12.5K 0.48% 22
2017
Q2 		$2.14M Buy
14,152
+465
+3% +$69.1K 0.44% 23
2017
Q1 		$1.94M Sell
13,687
-22
-0.2% -$2.94K 0.39% 25
2016
Q4 		$1.58M Sell
13,709
-355
-3% -$43.6K 0.34% 31
2016
Q3 		$1.8M Sell
14,064
-1,420
-9% -$176K 0.4% 32
2016
Q2 		$1.77M Buy
15,484
+230
+2% +$26.5K 0.4% 31
2016
Q1 		$1.74M Buy
15,254
+1,075
+8% +$113K 0.38% 33
2015
Q4 		$1.48M Buy
14,179
+70
+0.5% +$7.19K 0.34% 38
2015
Q3 		$1.27M Buy
14,109
+359
+3% +$32.9K 0.31% 41
2015
Q2 		$1.18M Sell
13,750
-32,793
-70% -$2.68M 0.26% 44
2015
Q1 		$3.83M Buy
46,543
+32,774
+238% +$2.57M 0.31% 32
2014
Q4 		$1.07M Sell
13,769
-844
-6% -$64.5K 0.24% 55
2014
Q3 		$1.16M Buy
14,613
+5,026
+52% +$369K 0.36% 28
2014
Q2 		$645K Sell
9,587
-600
-6% -$36.9K 0.22% 33
2014
Q1 		$614K Hold
10,187
– – 0.21% 33
2013
Q4 		$557K Buy
10,187
+436
+4% +$21.9K 0.19% 39
2013
Q3 		$490K Sell
9,751
-10
-0.1% -$372 0.2% 35
2013
Q2 		$243K Buy
+9,761
New +$250K 0.1% 58

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

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

SFMG Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 2.7% in Q2 2026, buying an estimated $163K and bringing the position to 10,244 shares worth $5.77M. The position accounts for 0.35% of the portfolio, ranked #39.

SFMG Wealth Advisors first reported a position in META in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.75M in Q2 2025. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • SFMG Wealth Advisors held 10,244 shares of Meta Platforms (Facebook) worth $5.77M as of Q2 2026.
  • SFMG Wealth Advisors bought 266 Meta Platforms (Facebook) shares in Q2 2026, an estimated $163K.
  • Meta Platforms (Facebook) made up 0.35% of SFMG Wealth Advisors's portfolio in Q2 2026, its #39 holding.
  • SFMG Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q2 2013 and has held it in 53 quarters since.
  • SFMG Wealth Advisors's Meta Platforms (Facebook) position peaked at $7.75M in Q2 2025.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.