WA
META icon

WealthTrust Axiom’s Meta Platforms (Facebook) META Stock Holding History

WealthTrust Axiom’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 		$310K Sell
551
-45
-8% -$27.5K 0.07% 222
2026
Q1 		$341K Buy
596
+58
+11% +$37.2K 0.08% 185
2025
Q4 		$355K Sell
538
-61
-10% -$40.7K 0.09% 177
2025
Q3 		$440K Sell
599
-95
-14% -$70.7K 0.12% 155
2025
Q2 		$512K Sell
694
-100
-13% -$61.8K 0.15% 128
2025
Q1 		$457K Sell
794
-78
-9% -$50.3K 0.14% 138
2024
Q4 		$511K Sell
872
-50
-5% -$29.3K 0.15% 133
2024
Q3 		$528K Hold
922
– – 0.16% 135
2024
Q2 		$465K Sell
922
-150
-14% -$72.9K 0.15% 137
2024
Q1 		$521K Sell
1,072
-400
-27% -$178K 0.17% 131
2023
Q4 		$521K Buy
1,472
+14
+1% +$4.56K 0.17% 120
2023
Q3 		$438K Sell
1,458
-100
-6% -$30.1K 0.16% 135
2023
Q2 		$447K Hold
1,558
– – 0.15% 142
2023
Q1 		$330K Buy
+1,558
New +$265K 0.11% 170
2022
Q4 		– Sell
-1,508
Closed -$204K – 255
2022
Q3 		$204K Sell
1,508
-58
-4% -$9.4K 0.08% 203
2022
Q2 		$252K Sell
1,566
-28
-2% -$5.4K 0.09% 189
2022
Q1 		$354K Buy
1,594
+50
+3% +$12.5K 0.11% 164
2021
Q4 		$519K Sell
1,544
-150
-9% -$49.8K 0.17% 120
2021
Q3 		$574K Sell
1,694
-60
-3% -$21.6K 0.19% 110
2021
Q2 		$609K Buy
1,754
+10
+0.6% +$3.21K 0.2% 108
2021
Q1 		$513K Buy
1,744
+8
+0.5% +$2.15K 0.17% 116
2020
Q4 		$474K Sell
1,736
-65
-4% -$17.8K 0.17% 116
2020
Q3 		$471K Hold
1,801
– – 0.2% 98
2020
Q2 		$408K Buy
1,801
+101
+6% +$21.1K 0.18% 98
2020
Q1 		$283K Hold
1,700
– – 0.14% 125
2019
Q4 		$348K Hold
1,700
– – 0.12% 132
2019
Q3 		$302K Sell
1,700
-100
-6% -$19K 0.11% 149
2019
Q2 		$347K Sell
1,800
-105
-6% -$19.2K 0.12% 138
2019
Q1 		$317K Hold
1,905
– – 0.11% 149
2018
Q4 		$249K Hold
1,905
– – 0.1% 160
2018
Q3 		$313K Buy
1,905
+255
+15% +$46.2K 0.11% 156
2018
Q2 		$320K Sell
1,650
-130
-7% -$23.5K 0.11% 155
2018
Q1 		$284K Sell
1,780
-692
-28% -$124K 0.1% 171
2017
Q4 		$436K Sell
2,472
-90
-4% -$15.9K 0.16% 117
2017
Q3 		$437K Sell
2,562
-60
-2% -$10K 0.17% 118
2017
Q2 		$395K Sell
2,622
-25
-0.9% -$3.72K 0.15% 129
2017
Q1 		$376K Sell
2,647
-100
-4% -$13.4K 0.14% 137
2016
Q4 		$316K Buy
2,747
+100
+4% +$12.3K 0.11% 150
2016
Q3 		$339K Sell
2,647
-700
-21% -$86.9K 0.13% 139
2016
Q2 		$382K Hold
3,347
– – 0.15% 123
2016
Q1 		$381K Hold
3,347
– – 0.15% 121
2015
Q4 		$350K Hold
3,347
– – 0.14% 126
2015
Q3 		$300K Buy
3,347
+100
+3% +$9.18K 0.12% 133
2015
Q2 		$278K Sell
3,247
-438
-12% -$35.8K 0.1% 158
2015
Q1 		$302K Buy
3,685
+400
+12% +$31.3K 0.11% 146
2014
Q4 		$256K Hold
3,285
– – 0.09% 170
2014
Q3 		$259K Hold
3,285
– – 0.09% 163
2014
Q2 		$221K Buy
+3,285
New +$202K 0.07% 183

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

WealthTrust Axiom's META Position: Q2 2026 in Review

WealthTrust Axiom reduced its Meta Platforms (Facebook) (META) stake by 7.6% in Q2 2026, selling an estimated $27.5K and leaving 551 shares worth $310K. The position accounts for 0.07% of the portfolio, ranked #222.

WealthTrust Axiom first reported a position in META in Q2 2014 and has held it in 48 quarters since. The position peaked at $609K in Q2 2021. 5,038 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • WealthTrust Axiom held 551 shares of Meta Platforms (Facebook) worth $310K as of Q2 2026.
  • WealthTrust Axiom sold 45 Meta Platforms (Facebook) shares in Q2 2026, an estimated $27.5K.
  • Meta Platforms (Facebook) made up 0.07% of WealthTrust Axiom's portfolio in Q2 2026, its #222 holding.
  • WealthTrust Axiom first reported a position in Meta Platforms (Facebook) in Q2 2014 and has held it in 48 quarters since.
  • WealthTrust Axiom's Meta Platforms (Facebook) position peaked at $609K in Q2 2021.
  • 5,038 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on WealthTrust Axiom's 13F filing for Q2 2026, filed 11 Aug 2026.