WWM
META icon

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

Walser 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 		$1.13M Sell
2,000
-419
-17% -$256K 0.47% 52
2026
Q1 		$1.38M Buy
2,419
+77
+3% +$49.3K 0.62% 28
2025
Q4 		$1.55M Buy
+2,342
New +$1.56M 0.82% 15

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

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

Walser Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 17% in Q2 2026, selling an estimated $256K and leaving 2,000 shares worth $1.13M. The position accounts for 0.47% of the portfolio, ranked #52.

Walser Wealth Management first reported a position in META in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.55M in Q4 2025. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Walser Wealth Management held 2,000 shares of Meta Platforms (Facebook) worth $1.13M as of Q2 2026.
  • Walser Wealth Management sold 419 Meta Platforms (Facebook) shares in Q2 2026, an estimated $256K.
  • Meta Platforms (Facebook) made up 0.47% of Walser Wealth Management's portfolio in Q2 2026, its #52 holding.
  • Walser Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2025 and has held it in 3 quarters since.
  • Walser Wealth Management's Meta Platforms (Facebook) position peaked at $1.55M in Q4 2025.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.