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

Whalen 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 		$4.4M Buy
7,809
+1,323
+20% +$809K 1.98% 8
2026
Q1 		$3.71M Sell
6,486
-804
-11% -$515K 1.99% 10
2025
Q4 		$4.81M Buy
7,290
+1,328
+22% +$887K 2.58% 6
2025
Q3 		$4.38M Buy
5,962
+1,685
+39% +$1.25M 2.56% 9
2025
Q2 		$3.16M Sell
4,277
-311
-7% -$192K 1.98% 7
2025
Q1 		$2.64M Sell
4,588
-1,060
-19% -$684K 1.76% 15
2024
Q4 		$3.31M Sell
5,648
-1,079
-16% -$633K 2.29% 10
2024
Q3 		$3.85M Buy
6,727
+524
+8% +$270K 2.72% 8
2024
Q2 		$3.13M Sell
6,203
-780
-11% -$379K 2.48% 9
2024
Q1 		$3.39M Sell
6,983
-1,057
-13% -$472K 2.51% 6
2023
Q4 		$2.85M Buy
+8,040
New +$2.62M 2.56% 4

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

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

Whalen Wealth Management increased its Meta Platforms (Facebook) (META) stake by 20% in Q2 2026, buying an estimated $809K and bringing the position to 7,809 shares worth $4.4M. The position accounts for 1.98% of the portfolio, ranked #8.

Whalen Wealth Management first reported a position in META in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.81M in Q4 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Whalen Wealth Management held 7,809 shares of Meta Platforms (Facebook) worth $4.4M as of Q2 2026.
  • Whalen Wealth Management bought 1,323 Meta Platforms (Facebook) shares in Q2 2026, an estimated $809K.
  • Meta Platforms (Facebook) made up 1.98% of Whalen Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Whalen Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 11 quarters since.
  • Whalen Wealth Management's Meta Platforms (Facebook) position peaked at $4.81M in Q4 2025.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

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