TWM
META icon

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

TRB 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 		$4.67M Sell
8,289
-1,815
-18% -$1.11M 0.62% 29
2026
Q1 		$5.78M Buy
+10,104
New +$6.48M 0.82% 29

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

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

TRB Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 18% in Q2 2026, selling an estimated $1.11M and leaving 8,289 shares worth $4.67M. The position accounts for 0.62% of the portfolio, ranked #29.

TRB Wealth Management first reported a position in META in Q1 2026 and has held it in 2 quarters since. The position peaked at $5.78M in Q1 2026. 5,030 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • TRB Wealth Management held 8,289 shares of Meta Platforms (Facebook) worth $4.67M as of Q2 2026.
  • TRB Wealth Management sold 1,815 Meta Platforms (Facebook) shares in Q2 2026, an estimated $1.11M.
  • Meta Platforms (Facebook) made up 0.62% of TRB Wealth Management's portfolio in Q2 2026, its #29 holding.
  • TRB Wealth Management first reported a position in Meta Platforms (Facebook) in Q1 2026 and has held it in 2 quarters since.
  • TRB Wealth Management's Meta Platforms (Facebook) position peaked at $5.78M in Q1 2026.
  • 5,030 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on TRB Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.