AIA
META icon

Allied Investment Advisors’s Meta Platforms (Facebook) META Stock Holding History

Allied Investment 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 		$381K Sell
677
-472
-41% -$289K 0.05% 81
2026
Q1 		$657K Buy
1,149
+39
+4% +$25K 0.09% 61
2025
Q4 		$733K Buy
1,110
+3
+0.3% +$2K 0.11% 57
2025
Q3 		$813K Buy
1,107
+572
+107% +$426K 0.13% 55
2025
Q2 		$395K Buy
535
+46
+9% +$28.4K 0.07% 62
2025
Q1 		$282K Hold
489
– – 0.05% 72
2024
Q4 		$286K Buy
489
+18
+4% +$10.6K 0.06% 69
2024
Q3 		$270K Hold
471
– – 0.05% 64
2024
Q2 		$237K Buy
+471
New +$229K 0.06% 64

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

Allied Investment Advisors's META Position: Q2 2026 in Review

Allied Investment Advisors reduced its Meta Platforms (Facebook) (META) stake by 41% in Q2 2026, selling an estimated $289K and leaving 677 shares worth $381K. The position accounts for 0.05% of the portfolio, ranked #81.

Allied Investment Advisors first reported a position in META in Q2 2024 and has held it in 9 quarters since. The position peaked at $813K in Q3 2025. 5,055 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Allied Investment Advisors held 677 shares of Meta Platforms (Facebook) worth $381K as of Q2 2026.
  • Allied Investment Advisors sold 472 Meta Platforms (Facebook) shares in Q2 2026, an estimated $289K.
  • Meta Platforms (Facebook) made up 0.05% of Allied Investment Advisors's portfolio in Q2 2026, its #81 holding.
  • Allied Investment Advisors first reported a position in Meta Platforms (Facebook) in Q2 2024 and has held it in 9 quarters since.
  • Allied Investment Advisors's Meta Platforms (Facebook) position peaked at $813K in Q3 2025.
  • 5,055 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Allied Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.