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Marion Wealth Management

SEC CIK
0001911097
Latest filing
Jul 16, 2026

META holding history

Meta Platforms, Inc. in every 13F filed by Marion Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

META overviewAll 13F holders of METAFull Q2 2026 holdings

Shares (Q2 2026)
7,668
Value
$4.32M
% of portfolio
0.9%
Quarters held
19
Since Q4 2021
Holdings of META by Marion Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,668$4.32M0.9%+183+2.4%AddedHolders
Q1 20267,485$4.28M1.0%+535+7.7%AddedHolders
Q4 20256,950$4.58M1.0%+179+2.6%AddedHolders
Q3 20256,771$4.97M1.2%−51−0.7%ReducedHolders
Q2 20256,822$5.04M1.3%+97+1.4%AddedHolders
Q1 20256,725$3.88M1.0%−1,397−17.2%ReducedHolders
Q4 20248,122$4.76M1.3%−52−0.6%ReducedHolders
Q3 20248,174$4.68M1.2%+178+2.2%AddedHolders
Q2 20247,996$4.03M1.2%+55+0.7%AddedHolders
Q1 20247,941$3.86M1.2%−826−9.4%ReducedHolders
Q4 20238,767$3.10M1.0%−3,209−26.8%ReducedHolders
Q3 202311,976$3.60M1.3%−825−6.4%ReducedHolders
Q2 202312,801$3.67M1.3%−598−4.5%ReducedHolders
Q1 202313,399$2.84M1.1%+2,924+27.9%AddedHolders
Q4 202210,475$1.26M0.5%+2,794+36.4%AddedHolders
Q3 20227,681$1.04M0.5%+913+13.5%AddedHolders
Q2 20226,768$1.09M0.6%+2,310+51.8%AddedHolders
Q1 20224,458$991.0K0.5%+990+28.5%AddedHolders
Q4 20213,468$1.17M0.6%–No prior filingHolders