Wallace Advisory Group’s Meta Platforms (Facebook) META Stock Holding History

Wallace Advisory Group’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	$935K	Buy	1,659 +236	+17%	+$144K	0.88%	25
2026 Q1	$814K	Buy	1,423 +631	+80%	+$404K	0.87%	21
2025 Q4	$523K	Sell	792 -82	-9%	-$54.8K	0.55%	40
2025 Q3	$645K	Buy	874 +388	+80%	+$289K	0.52%	47
2025 Q2	$280K	Buy	+486	New	+$300K	0.2%	142

Other funds holding META

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wallace Advisory Group's META Position: Q2 2026 in Review

Wallace Advisory Group increased its Meta Platforms (Facebook) (META) stake by 17% in Q2 2026, buying an estimated $144K and bringing the position to 1,659 shares worth $935K. The position accounts for 0.88% of the portfolio, ranked #25.

Wallace Advisory Group first reported a position in META in Q2 2025 and has held it in 5 quarters since. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

Wallace Advisory Group held 1,659 shares of Meta Platforms (Facebook) worth $935K as of Q2 2026.
Wallace Advisory Group bought 236 Meta Platforms (Facebook) shares in Q2 2026, an estimated $144K.
Meta Platforms (Facebook) made up 0.88% of Wallace Advisory Group's portfolio in Q2 2026, its #25 holding.
Wallace Advisory Group first reported a position in Meta Platforms (Facebook) in Q2 2025 and has held it in 5 quarters since.
5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Wallace Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.