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

Williams Jones 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 		$56.7M Buy
100,585
+776
+0.8% +$475K 0.64% 38
2026
Q1 		$57.1M Buy
99,809
+24,901
+33% +$16M 0.7% 40
2025
Q4 		$49.4M Buy
74,908
+47,266
+171% +$31.6M 0.56% 46
2025
Q3 		$20.3M Buy
27,642
+10,805
+64% +$8.04M 0.23% 72
2025
Q2 		$12.4M Sell
16,837
-6,252
-27% -$3.86M 0.15% 89
2025
Q1 		$13.3M Buy
23,089
+5,986
+35% +$3.86M 0.17% 80
2024
Q4 		$10M Buy
17,103
+3,121
+22% +$1.83M 0.12% 101
2024
Q3 		$8M Buy
13,982
+6,365
+84% +$3.28M 0.09% 119
2024
Q2 		$3.84M Buy
7,617
+1,829
+32% +$889K 0.05% 148
2024
Q1 		$2.81M Sell
5,788
-253
-4% -$113K 0.04% 165
2023
Q4 		$2.14M Buy
6,041
+1,256
+26% +$409K 0.03% 189
2023
Q3 		$1.44M Buy
4,785
+610
+15% +$184K 0.02% 224
2023
Q2 		$1.2M Buy
4,175
+575
+16% +$142K 0.02% 239
2023
Q1 		$763K Sell
3,600
-2,957
-45% -$504K 0.01% 308
2022
Q4 		$789K Sell
6,557
-119,212
-95% -$14M 0.01% 299
2022
Q3 		$17.1M Sell
125,769
-6,773
-5% -$1.1M 0.3% 67
2022
Q2 		$21.4M Sell
132,542
-3,453
-3% -$666K 0.35% 61
2022
Q1 		$30.2M Sell
135,995
-43,066
-24% -$10.8M 0.42% 52
2021
Q4 		$60.2M Sell
179,061
-4,744
-3% -$1.57M 0.75% 37
2021
Q3 		$62.4M Sell
183,805
-5,056
-3% -$1.82M 0.87% 35
2021
Q2 		$65.7M Sell
188,861
-1,414
-0.7% -$454K 0.92% 34
2021
Q1 		$56M Sell
190,275
-879
-0.5% -$237K 0.88% 35
2020
Q4 		$52.2M Sell
191,154
-2,294
-1% -$629K 0.85% 35
2020
Q3 		$50.7M Sell
193,448
-6,473
-3% -$1.67M 0.94% 33
2020
Q2 		$45.4M Buy
199,921
+47,050
+31% +$9.82M 0.93% 35
2020
Q1 		$25.5M Sell
152,871
-7,288
-5% -$1.43M 0.67% 40
2019
Q4 		$32.9M Sell
160,159
-3,542
-2% -$686K 0.63% 47
2019
Q3 		$29.2M Buy
+163,701
New +$31.1M 0.6% 50

Other funds holding META

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Williams Jones Wealth Management's META Position: Q2 2026 in Review

Williams Jones Wealth Management increased its Meta Platforms (Facebook) (META) stake by 0.78% in Q2 2026, buying an estimated $475K and bringing the position to 100,585 shares worth $56.7M. The position accounts for 0.64% of the portfolio, ranked #38.

Williams Jones Wealth Management first reported a position in META in Q3 2019 and has held it in 28 quarters since. The position peaked at $65.7M in Q2 2021. 4,467 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Williams Jones Wealth Management held 100,585 shares of Meta Platforms (Facebook) worth $56.7M as of Q2 2026.
  • Williams Jones Wealth Management bought 776 Meta Platforms (Facebook) shares in Q2 2026, an estimated $475K.
  • Meta Platforms (Facebook) made up 0.64% of Williams Jones Wealth Management's portfolio in Q2 2026, its #38 holding.
  • Williams Jones Wealth Management first reported a position in Meta Platforms (Facebook) in Q3 2019 and has held it in 28 quarters since.
  • Williams Jones Wealth Management's Meta Platforms (Facebook) position peaked at $65.7M in Q2 2021.
  • 4,467 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.