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Walkner Condon Financial Advisors’s Meta Platforms (Facebook) META Stock Holding History

Walkner Condon Financial 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 		$1.47M Sell
2,614
-21
-0.8% -$12.8K 0.17% 104
2026
Q1 		$1.51M Buy
2,635
+80
+3% +$51.3K 0.2% 93
2025
Q4 		$1.69M Sell
2,555
-499
-16% -$333K 0.23% 83
2025
Q3 		$2.24M Buy
3,054
+425
+16% +$316K 0.36% 66
2025
Q2 		$1.94M Buy
2,629
+104
+4% +$64.3K 0.36% 66
2025
Q1 		$1.46M Buy
2,525
+6
+0.2% +$3.87K 0.29% 73
2024
Q4 		$1.48M Buy
2,519
+29
+1% +$17K 0.3% 70
2024
Q3 		$1.43M Buy
2,490
+119
+5% +$61.2K 0.29% 74
2024
Q2 		$1.19M Sell
2,371
-5,106
-68% -$2.48M 0.26% 85
2024
Q1 		$3.63M Buy
7,477
+218
+3% +$97.2K 0.77% 36
2023
Q4 		$2.57M Buy
7,259
+5,247
+261% +$1.71M 0.59% 45
2023
Q3 		$604K Sell
2,012
-66
-3% -$19.9K 0.16% 118
2023
Q2 		$596K Buy
2,078
+276
+15% +$68.1K 0.16% 112
2023
Q1 		$381K Sell
1,802
-78
-4% -$13.3K 0.11% 153
2022
Q4 		$226K Buy
1,880
+186
+11% +$21.8K 0.07% 206
2022
Q3 		$230K Sell
1,694
-21
-1% -$3.4K 0.07% 191
2022
Q2 		$277K Buy
1,715
+302
+21% +$58.3K 0.09% 182
2022
Q1 		$315K Buy
+1,413
New +$353K 0.09% 174
2021
Q4 		– Sell
-1,195
Closed -$407K – 155
2021
Q3 		$407K Buy
1,195
+145
+14% +$52.2K 0.2% 94
2021
Q2 		$364K Hold
1,050
– – 0.13% 116
2021
Q1 		$309K Buy
1,050
+187
+22% +$50.4K 0.12% 136
2020
Q4 		$236K Sell
863
-34
-4% -$9.32K 0.1% 124
2020
Q3 		$235K Buy
+897
New +$231K 0.13% 110

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

Walkner Condon Financial Advisors's META Position: Q2 2026 in Review

Walkner Condon Financial Advisors reduced its Meta Platforms (Facebook) (META) stake by 0.8% in Q2 2026, selling an estimated $12.8K and leaving 2,614 shares worth $1.47M. The position accounts for 0.17% of the portfolio, ranked #104.

Walkner Condon Financial Advisors first reported a position in META in Q3 2020 and has held it in 23 quarters since. The position peaked at $3.63M in Q1 2024. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Walkner Condon Financial Advisors held 2,614 shares of Meta Platforms (Facebook) worth $1.47M as of Q2 2026.
  • Walkner Condon Financial Advisors sold 21 Meta Platforms (Facebook) shares in Q2 2026, an estimated $12.8K.
  • Meta Platforms (Facebook) made up 0.17% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #104 holding.
  • Walkner Condon Financial Advisors first reported a position in Meta Platforms (Facebook) in Q3 2020 and has held it in 23 quarters since.
  • Walkner Condon Financial Advisors's Meta Platforms (Facebook) position peaked at $3.63M in Q1 2024.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.