WWM
META icon

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

Western 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
2019
Q1 		– Sell
-300
Closed -$19K – 392
2018
Q4 		$19K Buy
+300
New +$43.5K 0.01% 345

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

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

Western Wealth Management increased its Meta Platforms (Facebook) (META) stake by 1.9% in Q2 2026, buying an estimated $318K and bringing the position to 28,182 shares worth $15.9M. The position accounts for 0.52% of the portfolio, ranked #35.

Western Wealth Management first reported a position in META in Q4 2018 and has held it in 30 quarters since. The position peaked at $16.3M in Q3 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Western Wealth Management held 28,182 shares of Meta Platforms (Facebook) worth $15.9M as of Q2 2026.
  • Western Wealth Management bought 520 Meta Platforms (Facebook) shares in Q2 2026, an estimated $318K.
  • Meta Platforms (Facebook) made up 0.52% of Western Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Western Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2018 and has held it in 30 quarters since.
  • Western Wealth Management's Meta Platforms (Facebook) position peaked at $16.3M in Q3 2025.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.