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

Smith Salley 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	$45.5M	Buy	80,744 +117	+0.1%	+$71.5K	1.98%	11
2026 Q1	$46.1M	Buy	80,627 +1,631	+2%	+$1.05M	2.32%	8
2025 Q4	$52.1M	Sell	78,996 -607	-0.8%	-$405K	2.58%	6
2025 Q3	$58.5M	Buy	79,603 +2,858	+4%	+$2.13M	3.01%	6
2025 Q2	$56.6M	Buy	76,745 +2,465	+3%	+$1.52M	3.28%	5
2025 Q1	$42.8M	Sell	74,280 -6,735	-8%	-$4.35M	2.81%	6
2024 Q4	$47.4M	Buy	81,015 +3,233	+4%	+$1.9M	3.05%	6
2024 Q3	$44.5M	Buy	77,782 +2,522	+3%	+$1.3M	2.91%	6
2024 Q2	$37.9M	Buy	75,260 +5,227	+7%	+$2.54M	2.72%	7
2024 Q1	$34M	Sell	70,033 -22,904	-25%	-$10.2M	2.64%	7
2023 Q4	$32.9M	Buy	92,937 +3,437	+4%	+$1.12M	2.13%	9
2023 Q3	$26.9M	Buy	89,500 +4,461	+5%	+$1.34M	1.99%	12
2023 Q2	$24.4M	Buy	85,039 +2,441	+3%	+$602K	1.8%	15
2023 Q1	$17.5M	Buy	82,598 +6,738	+9%	+$1.15M	1.39%	24
2022 Q4	$9.13M	Buy	75,860 +36,488	+93%	+$4.28M	0.78%	44
2022 Q3	$5.34M	Buy	39,372 +882	+2%	+$143K	0.5%	53
2022 Q2	$6.21M	Buy	38,490 +625	+2%	+$121K	0.54%	54
2022 Q1	$8.42M	Buy	37,865 +1,488	+4%	+$372K	0.64%	46
2021 Q4	$12.2M	Buy	36,377 +34,719	+2,094%	+$11.5M	0.87%	39
2021 Q3	$562K	Sell	1,658 -34	-2%	-$12.2K	0.04%	179
2021 Q2	$588K	Buy	1,692 +92	+6%	+$29.5K	0.05%	175
2021 Q1	$471K	Buy	1,600 +777	+94%	+$209K	0.04%	174
2020 Q4	$225K	Buy	+823	New	+$226K	0.02%	204
2020 Q3	–	Sell	-1,088	Closed	-$247K	–	193
2020 Q2	$247K	Buy	+1,088	New	+$227K	0.03%	171
2020 Q1	–	Sell	-1,220	Closed	-$250K	–	197
2019 Q4	$250K	Buy	+1,220	New	+$236K	0.03%	179
2018 Q4	–	Sell	-1,236	Closed	-$203K	–	180
2018 Q3	$203K	Buy	1,236 +127	+11%	+$23K	0.03%	183
2018 Q2	$216K	Buy	+1,109	New	+$200K	0.04%	173

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

Smith Salley Wealth Management's META Position: Q2 2026 in Review

Smith Salley Wealth Management increased its Meta Platforms (Facebook) (META) stake by 0.15% in Q2 2026, buying an estimated $71.5K and bringing the position to 80,744 shares worth $45.5M. The position accounts for 1.98% of the portfolio, ranked #11.

Smith Salley Wealth Management first reported a position in META in Q2 2018 and has held it in 27 quarters since. The position peaked at $58.5M in Q3 2025. 5,062 funds tracked by Wall St. Rank hold META as of Q2 2026.

Smith Salley Wealth Management held 80,744 shares of Meta Platforms (Facebook) worth $45.5M as of Q2 2026.
Smith Salley Wealth Management bought 117 Meta Platforms (Facebook) shares in Q2 2026, an estimated $71.5K.
Meta Platforms (Facebook) made up 1.98% of Smith Salley Wealth Management's portfolio in Q2 2026, its #11 holding.
Smith Salley Wealth Management first reported a position in Meta Platforms (Facebook) in Q2 2018 and has held it in 27 quarters since.
Smith Salley Wealth Management's Meta Platforms (Facebook) position peaked at $58.5M in Q3 2025.
5,062 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.