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

Wealth Management 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
2026
Q2 		$929K Buy
1,649
+441
+37% +$270K 0.26% 70
2026
Q1 		$691K Buy
1,208
+540
+81% +$346K 0.24% 85
2025
Q4 		$441K Buy
668
+32
+5% +$21.4K 0.15% 126
2025
Q3 		$467K Buy
636
+46
+8% +$34.2K 0.17% 113
2025
Q2 		$435K Buy
590
+44
+8% +$27.2K 0.17% 116
2025
Q1 		$314K Sell
546
-28
-5% -$18.1K 0.13% 149
2024
Q4 		$336K Buy
574
+31
+6% +$18.2K 0.14% 140
2024
Q3 		$311K Sell
543
-44
-7% -$22.6K 0.14% 149
2024
Q2 		$296K Hold
587
– – 0.14% 143
2024
Q1 		$296K Buy
+587
New +$262K 0.14% 143
2022
Q1 		– Sell
-2,326
Closed -$782K – 198
2021
Q4 		$782K Hold
2,326
– – 0.42% 58
2021
Q3 		$789K Sell
2,326
-129
-5% -$46.5K 0.46% 53
2021
Q2 		$854K Hold
2,455
– – 0.48% 51
2021
Q1 		$723K Sell
2,455
-86
-3% -$23.2K 0.46% 51
2020
Q4 		$694K Sell
2,541
-128
-5% -$35.1K 0.46% 52
2020
Q3 		$699K Sell
2,669
-405
-13% -$104K 0.54% 46
2020
Q2 		$698K Buy
3,074
+445
+17% +$92.9K 0.59% 46
2020
Q1 		$439K Hold
2,629
– – 0.44% 54
2019
Q4 		$540K Buy
2,629
+100
+4% +$19.4K 0.39% 63
2019
Q3 		$450K Buy
+2,529
New +$481K 0.36% 71

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

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

Wealth Management Associates increased its Meta Platforms (Facebook) (META) stake by 37% in Q2 2026, buying an estimated $270K and bringing the position to 1,649 shares worth $929K. The position accounts for 0.26% of the portfolio, ranked #70.

Wealth Management Associates first reported a position in META in Q3 2019 and has held it in 20 quarters since. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Wealth Management Associates held 1,649 shares of Meta Platforms (Facebook) worth $929K as of Q2 2026.
  • Wealth Management Associates bought 441 Meta Platforms (Facebook) shares in Q2 2026, an estimated $270K.
  • Meta Platforms (Facebook) made up 0.26% of Wealth Management Associates's portfolio in Q2 2026, its #70 holding.
  • Wealth Management Associates first reported a position in Meta Platforms (Facebook) in Q3 2019 and has held it in 20 quarters since.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.