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

Stockman 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 		$219K Buy
389
+20
+5% +$12.2K 0.02% 166
2026
Q1 		$211K Buy
369
+33
+10% +$21.1K 0.02% 166
2025
Q4 		$222K Sell
336
-8
-2% -$5.34K 0.03% 170
2025
Q3 		$253K Buy
344
+8
+2% +$5.95K 0.03% 155
2025
Q2 		$248K Buy
+336
New +$208K 0.03% 149
2024
Q4 		– Sell
-395
Closed -$226K – 177
2024
Q3 		$226K Buy
+395
New +$203K 0.04% 166
2023
Q2 		– Sell
-3,127
Closed -$663K – 205
2023
Q1 		$663K Buy
3,127
+47
+2% +$8K 0.15% 87
2022
Q4 		$371K Hold
3,080
– – 0.09% 131
2022
Q3 		$418K Sell
3,080
-52
-2% -$8.43K 0.11% 107
2022
Q2 		$505K Buy
3,132
+32
+1% +$6.17K 0.13% 96
2022
Q1 		$689K Buy
3,100
+20
+0.6% +$5K 0.14% 87
2021
Q4 		$1.04M Hold
3,080
– – 0.21% 70
2021
Q3 		$1.04M Hold
3,080
– – 0.23% 71
2021
Q2 		$1.07M Buy
+3,080
New +$988K 0.26% 68

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

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

Stockman Wealth Management increased its Meta Platforms (Facebook) (META) stake by 5.4% in Q2 2026, buying an estimated $12.2K and bringing the position to 389 shares worth $219K. The position accounts for 0.02% of the portfolio, ranked #166.

Stockman Wealth Management first reported a position in META in Q2 2021 and has held it in 14 quarters since. The position peaked at $1.07M in Q2 2021. 5,037 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Stockman Wealth Management held 389 shares of Meta Platforms (Facebook) worth $219K as of Q2 2026.
  • Stockman Wealth Management bought 20 Meta Platforms (Facebook) shares in Q2 2026, an estimated $12.2K.
  • Meta Platforms (Facebook) made up 0.02% of Stockman Wealth Management's portfolio in Q2 2026, its #166 holding.
  • Stockman Wealth Management first reported a position in Meta Platforms (Facebook) in Q2 2021 and has held it in 14 quarters since.
  • Stockman Wealth Management's Meta Platforms (Facebook) position peaked at $1.07M in Q2 2021.
  • 5,037 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Stockman Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.