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

Sherman 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 		$284K Buy
503
+11
+2% +$6.73K 0.21% 70
2026
Q1 		$281K Buy
492
+10
+2% +$6.41K 0.24% 65
2025
Q4 		$318K Buy
+482
New +$322K 0.28% 61

Other funds holding META

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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

Sherman Wealth Management increased its Meta Platforms (Facebook) (META) stake by 2.2% in Q2 2026, buying an estimated $6.73K and bringing the position to 503 shares worth $284K. The position accounts for 0.21% of the portfolio, ranked #70.

Sherman Wealth Management first reported a position in META in Q4 2025 and has held it in 3 quarters since. The position peaked at $318K in Q4 2025. 3,469 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Sherman Wealth Management held 503 shares of Meta Platforms (Facebook) worth $284K as of Q2 2026.
  • Sherman Wealth Management bought 11 Meta Platforms (Facebook) shares in Q2 2026, an estimated $6.73K.
  • Meta Platforms (Facebook) made up 0.21% of Sherman Wealth Management's portfolio in Q2 2026, its #70 holding.
  • Sherman Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2025 and has held it in 3 quarters since.
  • Sherman Wealth Management's Meta Platforms (Facebook) position peaked at $318K in Q4 2025.
  • 3,469 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Sherman Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.