SWM
META icon

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

Shepherd 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 		$995K Buy
1,800
+1
+0.1% +$611 0.55% 19
2026
Q1 		$1.09M Sell
1,799
-6,436
-78% -$4.12M 0.81% 18
2025
Q4 		$5.11M Buy
+8,235
New +$5.5M 3.55% 8
2025
Q2 		– Sell
-10,449
Closed -$6.02M – 52
2025
Q1 		$6.02M Buy
10,449
+2,154
+26% +$1.39M 6.19% 8
2024
Q4 		$4.86M Buy
+8,295
New +$4.87M 4.78% 4

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

Shepherd Wealth Management's META Position: Q2 2026 in Review

Shepherd Wealth Management increased its Meta Platforms (Facebook) (META) stake by 0.06% in Q2 2026, buying an estimated $611 and bringing the position to 1,800 shares worth $995K. The position accounts for 0.55% of the portfolio, ranked #19.

Shepherd Wealth Management first reported a position in META in Q4 2024 and has held it in 5 quarters since. The position peaked at $6.02M in Q1 2025. 5,062 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Shepherd Wealth Management held 1,800 shares of Meta Platforms (Facebook) worth $995K as of Q2 2026.
  • Shepherd Wealth Management bought 1 Meta Platforms (Facebook) share in Q2 2026, an estimated $611.
  • Meta Platforms (Facebook) made up 0.55% of Shepherd Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Shepherd Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 5 quarters since.
  • Shepherd Wealth Management's Meta Platforms (Facebook) position peaked at $6.02M in Q1 2025.
  • 5,062 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Shepherd Wealth Management's 13F filing for Q2 2026, filed 27 Aug 2026.