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Wambolt & Associates’s Meta Platforms (Facebook) META Stock Holding History

Wambolt & Associates’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
2025
Q2 		$1.9M Sell
2,639
-97
-4% -$59.9K 0.64% 55
2025
Q1 		$1.6M Buy
2,736
+237
+9% +$153K 0.54% 66
2024
Q4 		$1.46M Sell
2,499
-275
-10% -$161K 0.47% 69
2024
Q3 		$1.6M Sell
2,774
-5
-0.2% -$2.57K 0.44% 73
2024
Q2 		$1.4M Buy
2,779
+30
+1% +$14.6K 0.41% 74
2024
Q1 		$1.35M Buy
2,749
+176
+7% +$78.5K 0.4% 78
2023
Q4 		$911K Sell
2,573
-2,786
-52% -$907K 0.3% 111
2023
Q3 		$1.64M Buy
5,359
+24
+0.4% +$7.23K 0.6% 49
2023
Q2 		$1.53M Sell
5,335
-8
-0.1% -$1.97K 0.54% 60
2023
Q1 		$1.14M Buy
5,343
+13
+0.2% +$2.21K 0.4% 93
2022
Q4 		$641K Sell
5,330
-2,056
-28% -$241K 0.25% 130
2022
Q3 		$1M Sell
7,386
-198
-3% -$32.1K 0.43% 89
2022
Q2 		$1.22M Sell
7,584
-23
-0.3% -$4.44K 0.49% 69
2022
Q1 		$1.71M Buy
7,607
+7
+0.1% +$1.75K 0.62% 51
2021
Q4 		$2.56M Sell
7,600
-44
-0.6% -$14.6K 0.92% 21
2021
Q3 		$2.62M Sell
7,644
-39
-0.5% -$14K 1.05% 14
2021
Q2 		$2.72M Sell
7,683
-15
-0.2% -$4.81K 1.16% 11
2021
Q1 		$2.3M Sell
7,698
-118
-2% -$31.8K 1.2% 13
2020
Q4 		$2.13M Sell
7,816
-693
-8% -$190K 1.28% 11
2020
Q3 		$2.23M Sell
8,509
-133
-2% -$34.3K 1.67% 8
2020
Q2 		$1.96M Buy
8,642
+27
+0.3% +$5.64K 1.54% 10
2020
Q1 		$1.44M Sell
8,615
-195
-2% -$38.2K 1.49% 12
2019
Q4 		$1.81M Sell
8,810
-167
-2% -$32.3K 1.38% 16
2019
Q3 		$1.6M Buy
8,977
+159
+2% +$30.2K 1.32% 19
2019
Q2 		$1.7M Sell
8,818
-25
-0.3% -$4.57K 1.44% 15
2019
Q1 		$1.57M Buy
8,843
+95
+1% +$15.1K 1.43% 15
2018
Q4 		$1.15M Buy
+8,748
New +$1.27M 1.27% 23

Other funds holding META

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wambolt & Associates's META Position: Q2 2025 in Review

Wambolt & Associates reduced its Meta Platforms (Facebook) (META) stake by 3.5% in Q2 2025, selling an estimated $59.9K and leaving 2,639 shares worth $1.9M. The position accounts for 0.64% of the portfolio, ranked #55.

Wambolt & Associates first reported a position in META in Q4 2018 and has held it in 27 quarters since. The position peaked at $2.72M in Q2 2021. 4,831 funds tracked by Wall St. Rank hold META as of Q2 2025.

  • Wambolt & Associates held 2,639 shares of Meta Platforms (Facebook) worth $1.9M as of Q2 2025.
  • Wambolt & Associates sold 97 Meta Platforms (Facebook) shares in Q2 2025, an estimated $59.9K.
  • Meta Platforms (Facebook) made up 0.64% of Wambolt & Associates's portfolio in Q2 2025, its #55 holding.
  • Wambolt & Associates first reported a position in Meta Platforms (Facebook) in Q4 2018 and has held it in 27 quarters since.
  • Wambolt & Associates's Meta Platforms (Facebook) position peaked at $2.72M in Q2 2021.
  • 4,831 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.