Wolff Financial Management’s Meta Platforms (Facebook) META Stock Holding History

Wolff Financial 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	$800K	Hold	1,421	–	–	0.16%	62
2026 Q1	$813K	Sell	1,421 -25	-2%	-$16K	0.18%	55
2025 Q4	$955K	Hold	1,446	–	–	0.21%	42
2025 Q3	$1.06M	Buy	1,446 +52	+4%	+$38.7K	0.25%	39
2025 Q2	$1.03M	Sell	1,394 -149	-10%	-$92.1K	0.27%	39
2025 Q1	$889K	Buy	1,543 +159	+11%	+$103K	0.25%	42
2024 Q4	$810K	Sell	1,384 -3	-0.2%	-$1.76K	0.22%	45
2024 Q3	$794K	Hold	1,387	–	–	0.22%	47
2024 Q2	$699K	Sell	1,387 -470	-25%	-$228K	0.52%	20
2024 Q1	$902K	Sell	1,857 -3,016	-62%	-$1.35M	0.26%	45
2023 Q4	$1.73M	Sell	4,873 -114	-2%	-$37.1K	0.53%	23
2023 Q3	$1.5M	Hold	4,987	–	–	0.51%	24
2023 Q2	$1.43M	Sell	4,987 -3,339	-40%	-$824K	1.25%	10
2023 Q1	$1.76M	Sell	8,326 -2,997	-26%	-$510K	0.61%	25
2022 Q4	$1.36M	Buy	11,323 +866	+8%	+$102K	0.5%	37
2022 Q3	$1.42M	Buy	10,457 +1,033	+11%	+$167K	0.65%	29
2022 Q2	$1.52M	Hold	9,424	–	–	0.68%	29
2022 Q1	$2.1M	Buy	9,424 +1,062	+13%	+$265K	0.83%	28
2021 Q4	$2.81M	Sell	8,362 -7,588	-48%	-$2.52M	1.06%	26
2021 Q3	$5.41M	Buy	+15,950	New	+$5.74M	4.7%	6
2021 Q1	$6.77M	Buy	+22,974	New	+$6.19M	3.1%	12

Other funds holding META

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wolff Financial Management's META Position: Q2 2026 in Review

Wolff Financial Management held its Meta Platforms (Facebook) (META) position steady in Q2 2026 at 1,421 shares worth $800K. The position accounts for 0.16% of the portfolio, ranked #62.

Wolff Financial Management first reported a position in META in Q1 2021 and has held it in 21 quarters since. The position peaked at $6.77M in Q1 2021. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

Wolff Financial Management held 1,421 shares of Meta Platforms (Facebook) worth $800K as of Q2 2026.
Wolff Financial Management left its Meta Platforms (Facebook) share count unchanged in Q2 2026.
Meta Platforms (Facebook) made up 0.16% of Wolff Financial Management's portfolio in Q2 2026, its #62 holding.
Wolff Financial Management first reported a position in Meta Platforms (Facebook) in Q1 2021 and has held it in 21 quarters since.
Wolff Financial Management's Meta Platforms (Facebook) position peaked at $6.77M in Q1 2021.
5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.