Waller Financial Planning Group’s Meta Platforms (Facebook) META Stock Holding History

Waller Financial Planning 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	$456K	Buy	810 +149	+23%	+$91.1K	0.09%	51
2026 Q1	$378K	Buy	661 +1	+0.2%	+$641	0.08%	58
2025 Q4	$436K	Buy	660 +3	+0.5%	+$2K	0.1%	51
2025 Q3	$483K	Hold	657	–	–	0.11%	50
2025 Q2	$485K	Sell	657 -154	-19%	-$95.2K	0.12%	49
2025 Q1	$468K	Buy	811 +171	+27%	+$110K	0.13%	50
2024 Q4	$375K	Buy	640 +1	+0.2%	+$587	0.09%	53
2024 Q3	$366K	Hold	639	–	–	0.09%	53
2024 Q2	$322K	Sell	639 -40	-6%	-$19.4K	0.09%	52
2024 Q1	$329K	Sell	679 -9	-1%	-$4.01K	0.09%	50
2023 Q4	$244K	Buy	688 +10	+1%	+$3.26K	0.06%	55
2023 Q3	$204K	Buy	+678	New	+$204K	0.06%	54
2022 Q1	–	Sell	-635	Closed	-$214K	–	54
2021 Q4	$214K	Hold	635	–	–	0.05%	51
2021 Q3	$216K	Hold	635	–	–	0.06%	49
2021 Q2	$221K	Buy	+635	New	+$204K	0.06%	47

Other funds holding META

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Waller Financial Planning Group's META Position: Q2 2026 in Review

Waller Financial Planning Group increased its Meta Platforms (Facebook) (META) stake by 23% in Q2 2026, buying an estimated $91.1K and bringing the position to 810 shares worth $456K. The position accounts for 0.09% of the portfolio, ranked #51.

Waller Financial Planning Group first reported a position in META in Q2 2021 and has held it in 15 quarters since. The position peaked at $485K in Q2 2025. 3,254 funds tracked by Wall St. Rank hold META as of Q2 2026.

Waller Financial Planning Group held 810 shares of Meta Platforms (Facebook) worth $456K as of Q2 2026.
Waller Financial Planning Group bought 149 Meta Platforms (Facebook) shares in Q2 2026, an estimated $91.1K.
Meta Platforms (Facebook) made up 0.09% of Waller Financial Planning Group's portfolio in Q2 2026, its #51 holding.
Waller Financial Planning Group first reported a position in Meta Platforms (Facebook) in Q2 2021 and has held it in 15 quarters since.
Waller Financial Planning Group's Meta Platforms (Facebook) position peaked at $485K in Q2 2025.
3,254 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Waller Financial Planning Group's 13F filing for Q2 2026, filed 7 Jul 2026.