WMG Financial Advisors’s Meta Platforms (Facebook) META Stock Holding History

WMG Financial Advisors’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	$737K	Buy	1,309 +58	+5%	+$35.5K	0.28%	43
2026 Q1	$716K	Buy	1,251 +52	+4%	+$33.3K	0.3%	40
2025 Q4	$791K	Buy	1,199 +71	+6%	+$47.4K	0.33%	46
2025 Q3	$828K	Buy	1,128 +50	+5%	+$37.2K	0.28%	55
2025 Q2	$796K	Buy	1,078 +5	+0.5%	+$3.09K	0.29%	52
2025 Q1	$618K	Buy	1,073 +43	+4%	+$27.7K	0.26%	59
2024 Q4	$603K	Buy	1,030 +70	+7%	+$41.1K	0.26%	60
2024 Q3	$550K	Buy	960 +79	+9%	+$40.6K	0.25%	60
2024 Q2	$444K	Buy	881 +103	+13%	+$50.1K	0.24%	68
2024 Q1	$378K	Buy	+778	New	+$347K	0.22%	78

Other funds holding META

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

WMG Financial Advisors's META Position: Q2 2026 in Review

WMG Financial Advisors increased its Meta Platforms (Facebook) (META) stake by 4.6% in Q2 2026, buying an estimated $35.5K and bringing the position to 1,309 shares worth $737K. The position accounts for 0.28% of the portfolio, ranked #43.

WMG Financial Advisors first reported a position in META in Q1 2024 and has held it in 10 quarters since. The position peaked at $828K in Q3 2025. 2,242 funds tracked by Wall St. Rank hold META as of Q2 2026.

WMG Financial Advisors held 1,309 shares of Meta Platforms (Facebook) worth $737K as of Q2 2026.
WMG Financial Advisors bought 58 Meta Platforms (Facebook) shares in Q2 2026, an estimated $35.5K.
Meta Platforms (Facebook) made up 0.28% of WMG Financial Advisors's portfolio in Q2 2026, its #43 holding.
WMG Financial Advisors first reported a position in Meta Platforms (Facebook) in Q1 2024 and has held it in 10 quarters since.
WMG Financial Advisors's Meta Platforms (Facebook) position peaked at $828K in Q3 2025.
2,242 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on WMG Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.