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

Talisman 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 		$679K Buy
1,205
+130
+12% +$79.5K 0.51% 42
2026
Q1 		$615K Sell
1,075
-217
-17% -$139K 0.5% 49
2025
Q4 		$854K Buy
1,292
+22
+2% +$14.7K 0.66% 44
2025
Q3 		$932K Sell
1,270
-4
-0.3% -$2.98K 0.77% 35
2025
Q2 		$941K Buy
1,274
+141
+12% +$87.1K 0.86% 30
2025
Q1 		$653K Sell
1,133
-29
-2% -$18.7K 0.67% 43
2024
Q4 		$680K Buy
1,162
+3
+0.3% +$1.76K 0.72% 38
2024
Q3 		$658K Buy
1,159
+6
+0.5% +$3.09K 0.69% 39
2024
Q2 		$581K Sell
1,153
-11
-0.9% -$5.35K 0.67% 41
2024
Q1 		$565K Buy
1,164
+9
+0.8% +$4.01K 0.71% 41
2023
Q4 		$409K Buy
1,155
+17
+1% +$5.54K 0.61% 49
2023
Q3 		$342K Buy
1,138
+48
+4% +$14.5K 0.59% 53
2023
Q2 		$313K Buy
1,090
+92
+9% +$22.7K 0.53% 62
2023
Q1 		$212K Buy
+998
New +$170K 0.38% 79

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

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

Talisman Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 12% in Q2 2026, buying an estimated $79.5K and bringing the position to 1,205 shares worth $679K. The position accounts for 0.51% of the portfolio, ranked #42.

Talisman Wealth Advisors first reported a position in META in Q1 2023 and has held it in 14 quarters since. The position peaked at $941K in Q2 2025. 5,039 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Talisman Wealth Advisors held 1,205 shares of Meta Platforms (Facebook) worth $679K as of Q2 2026.
  • Talisman Wealth Advisors bought 130 Meta Platforms (Facebook) shares in Q2 2026, an estimated $79.5K.
  • Meta Platforms (Facebook) made up 0.51% of Talisman Wealth Advisors's portfolio in Q2 2026, its #42 holding.
  • Talisman Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q1 2023 and has held it in 14 quarters since.
  • Talisman Wealth Advisors's Meta Platforms (Facebook) position peaked at $941K in Q2 2025.
  • 5,039 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Talisman Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.