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

WJ 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 		$397K Sell
704
-20
-3% -$12.2K 0.16% 67
2026
Q1 		$414K Sell
724
-10
-1% -$6.41K 0.19% 58
2025
Q4 		$485K Sell
734
-31
-4% -$20.7K 0.21% 55
2025
Q3 		$496K Sell
765
-727
-49% -$541K 0.22% 55
2025
Q2 		$1.1M Sell
1,492
-82
-5% -$50.7K 0.35% 47
2025
Q1 		$907K Sell
1,574
-240
-13% -$155K 0.32% 48
2024
Q4 		$1.06M Buy
1,814
+120
+7% +$70.4K 0.37% 38
2024
Q3 		$970K Sell
1,694
-34
-2% -$17.5K 0.34% 39
2024
Q2 		$871K Buy
1,728
+26
+2% +$12.6K 0.32% 45
2024
Q1 		$826K Buy
1,702
+406
+31% +$181K 0.33% 44
2023
Q4 		$459K Sell
1,296
-100
-7% -$32.6K 0.2% 54
2023
Q3 		$419K Buy
+1,396
New +$421K 0.2% 48

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

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

WJ Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 2.8% in Q2 2026, selling an estimated $12.2K and leaving 704 shares worth $397K. The position accounts for 0.16% of the portfolio, ranked #67.

WJ Wealth Management first reported a position in META in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.1M in Q2 2025. 5,080 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • WJ Wealth Management held 704 shares of Meta Platforms (Facebook) worth $397K as of Q2 2026.
  • WJ Wealth Management sold 20 Meta Platforms (Facebook) shares in Q2 2026, an estimated $12.2K.
  • Meta Platforms (Facebook) made up 0.16% of WJ Wealth Management's portfolio in Q2 2026, its #67 holding.
  • WJ Wealth Management first reported a position in Meta Platforms (Facebook) in Q3 2023 and has held it in 12 quarters since.
  • WJ Wealth Management's Meta Platforms (Facebook) position peaked at $1.1M in Q2 2025.
  • 5,080 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on WJ Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.