WAG
META icon

Wilkerson Advisory Group’s Meta Platforms (Facebook) META Stock Holding History

Wilkerson Advisory Group’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 		$425K Buy
755
+40
+6% +$24.5K 0.13% 68
2026
Q1 		$409K Buy
715
+422
+144% +$270K 0.14% 61
2025
Q4 		$193K Buy
+293
New +$196K 0.07% 102

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

Wilkerson Advisory Group's META Position: Q2 2026 in Review

Wilkerson Advisory Group increased its Meta Platforms (Facebook) (META) stake by 5.6% in Q2 2026, buying an estimated $24.5K and bringing the position to 755 shares worth $425K. The position accounts for 0.13% of the portfolio, ranked #68.

Wilkerson Advisory Group first reported a position in META in Q4 2025 and has held it in 3 quarters since. 5,045 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Wilkerson Advisory Group held 755 shares of Meta Platforms (Facebook) worth $425K as of Q2 2026.
  • Wilkerson Advisory Group bought 40 Meta Platforms (Facebook) shares in Q2 2026, an estimated $24.5K.
  • Meta Platforms (Facebook) made up 0.13% of Wilkerson Advisory Group's portfolio in Q2 2026, its #68 holding.
  • Wilkerson Advisory Group first reported a position in Meta Platforms (Facebook) in Q4 2025 and has held it in 3 quarters since.
  • 5,045 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.