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

Tradition 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 		$2.85M Sell
5,065
-293
-5% -$179K 0.17% 120
2026
Q1 		$3.07M Buy
5,358
+15
+0.3% +$9.61K 0.22% 99
2025
Q4 		$3.53M Sell
5,343
-117
-2% -$78.1K 0.25% 87
2025
Q3 		$4.01M Buy
5,460
+1,185
+28% +$882K 0.3% 81
2025
Q2 		$3.16M Buy
4,275
+508
+13% +$314K 0.25% 85
2025
Q1 		$2.17M Buy
3,767
+634
+20% +$409K 0.19% 104
2024
Q4 		$1.83M Buy
3,133
+478
+18% +$281K 0.16% 117
2024
Q3 		$1.52M Buy
2,655
+340
+15% +$175K 0.14% 132
2024
Q2 		$1.17M Buy
2,315
+153
+7% +$74.4K 0.11% 147
2024
Q1 		$1.05M Buy
2,162
+711
+49% +$317K 0.11% 143
2023
Q4 		$514K Buy
1,451
+36
+3% +$11.7K 0.05% 189
2023
Q3 		$425K Sell
1,415
-45
-3% -$13.6K 0.05% 202
2023
Q2 		$419K Buy
1,460
+190
+15% +$46.9K 0.05% 198
2023
Q1 		$269K Buy
1,270
+269
+27% +$45.8K 0.03% 255
2022
Q4 		$120K Sell
1,001
-476
-32% -$55.9K 0.02% 337
2022
Q3 		$200K Buy
1,477
+395
+37% +$64K 0.03% 256
2022
Q2 		$175K Sell
1,082
-15
-1% -$2.89K 0.03% 280
2022
Q1 		$244K Sell
1,097
-721
-40% -$180K 0.03% 271
2021
Q4 		$612K Buy
1,818
+323
+22% +$107K 0.08% 166
2021
Q3 		$507K Hold
1,495
– – 0.07% 168
2021
Q2 		$520K Buy
1,495
+5
+0.3% +$1.6K 0.08% 172
2021
Q1 		$439K Buy
1,490
+15
+1% +$4.04K 0.08% 169
2020
Q4 		$403K Buy
+1,475
New +$404K 0.08% 169

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

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

Tradition Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 5.5% in Q2 2026, selling an estimated $179K and leaving 5,065 shares worth $2.85M. The position accounts for 0.17% of the portfolio, ranked #120.

Tradition Wealth Management first reported a position in META in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.01M in Q3 2025. 5,078 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Tradition Wealth Management held 5,065 shares of Meta Platforms (Facebook) worth $2.85M as of Q2 2026.
  • Tradition Wealth Management sold 293 Meta Platforms (Facebook) shares in Q2 2026, an estimated $179K.
  • Meta Platforms (Facebook) made up 0.17% of Tradition Wealth Management's portfolio in Q2 2026, its #120 holding.
  • Tradition Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 23 quarters since.
  • Tradition Wealth Management's Meta Platforms (Facebook) position peaked at $4.01M in Q3 2025.
  • 5,078 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

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