AIM
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Aspen Investment Management’s Meta Platforms (Facebook) META Stock Holding History

Aspen Investment 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 		$372K Sell
661
-321
-33% -$196K 0.1% 153
2026
Q1 		$562K Sell
982
-64
-6% -$41K 0.17% 123
2025
Q4 		$690K Buy
1,046
+615
+143% +$411K 0.21% 104
2025
Q3 		$317K Buy
+431
New +$321K 0.12% 129
2025
Q2 		– Sell
-1,436
Closed -$828K – 152
2025
Q1 		$828K Sell
1,436
-87
-6% -$56.1K 0.38% 75
2024
Q4 		$892K Buy
1,523
+89
+6% +$52.2K 0.41% 69
2024
Q3 		$821K Sell
1,434
-624
-30% -$321K 0.38% 74
2024
Q2 		$1.04M Buy
2,058
+768
+60% +$373K 0.52% 54
2024
Q1 		$626K Buy
1,290
+5
+0.4% +$2.23K 0.32% 87
2023
Q4 		$455K Buy
1,285
+10
+0.8% +$3.26K 0.25% 93
2023
Q3 		$382K Buy
+1,275
New +$384K 0.23% 103
2023
Q1 		– Sell
-1,775
Closed -$214K – 137
2022
Q4 		$214K Sell
1,775
-152
-8% -$17.8K 0.14% 122
2022
Q3 		$261K Buy
1,927
+1
+0.1% +$162 0.17% 115
2022
Q2 		$311K Sell
1,926
-2,781
-59% -$536K 0.19% 117
2022
Q1 		$1.05M Sell
4,707
-1,058
-18% -$264K 0.55% 67
2021
Q4 		$1.94M Sell
5,765
-1,115
-16% -$370K 0.96% 28
2021
Q3 		$2.33M Buy
6,880
+529
+8% +$191K 1.24% 24
2021
Q2 		$2.21M Sell
6,351
-43
-0.7% -$13.8K 1.16% 23
2021
Q1 		$1.88M Sell
6,394
-2,700
-30% -$727K 1.05% 26
2020
Q4 		$2.48M Sell
9,094
-240
-3% -$65.8K 1.47% 17
2020
Q3 		$2.44M Buy
9,334
+2,153
+30% +$555K 1.63% 17
2020
Q2 		$1.63M Buy
7,181
+1,636
+30% +$342K 1.17% 24
2020
Q1 		$925K Sell
5,545
-730
-12% -$143K 0.8% 32
2019
Q4 		$1.29M Sell
6,275
-50
-0.8% -$9.69K 0.8% 38
2019
Q3 		$1.13M Sell
6,325
-295
-4% -$56.1K 0.75% 41
2019
Q2 		$1.28M Sell
6,620
-150
-2% -$27.4K 0.84% 36
2019
Q1 		$1.13M Sell
6,770
-45
-0.7% -$7.16K 0.79% 38
2018
Q4 		$893K Sell
6,815
-20
-0.3% -$2.9K 0.72% 44
2018
Q3 		$1.12M Buy
6,835
+80
+1% +$14.5K 0.74% 40
2018
Q2 		$1.31M Buy
6,755
+50
+0.7% +$9.04K 0.91% 31
2018
Q1 		$1.07M Sell
6,705
-210
-3% -$37.7K 0.77% 40
2017
Q4 		$1.22M Hold
6,915
– – 0.87% 35
2017
Q3 		$1.18M Hold
6,915
– – 0.88% 31
2017
Q2 		$1.04M Buy
6,915
+30
+0.4% +$4.46K 0.79% 33
2017
Q1 		$978K Hold
6,885
– – 0.72% 36
2016
Q4 		$792K Hold
6,885
– – 0.6% 41
2016
Q3 		$883K Sell
6,885
-1,240
-15% -$154K 0.7% 35
2016
Q2 		$929K Sell
8,125
-690
-8% -$79.5K 0.76% 33
2016
Q1 		$1.01M Sell
8,815
-400
-4% -$42.2K 0.92% 26
2015
Q4 		$964K Hold
9,215
– – 0.96% 27
2015
Q3 		$828K Sell
9,215
-580
-6% -$53.2K 0.81% 38
2015
Q2 		$840K Buy
+9,795
New +$800K 0.71% 41

Other funds holding META

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Aspen Investment Management's META Position: Q2 2026 in Review

Aspen Investment Management reduced its Meta Platforms (Facebook) (META) stake by 33% in Q2 2026, selling an estimated $196K and leaving 661 shares worth $372K. The position accounts for 0.1% of the portfolio, ranked #153.

Aspen Investment Management first reported a position in META in Q2 2015 and has held it in 42 quarters since. The position peaked at $2.48M in Q4 2020. 1,299 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Aspen Investment Management held 661 shares of Meta Platforms (Facebook) worth $372K as of Q2 2026.
  • Aspen Investment Management sold 321 Meta Platforms (Facebook) shares in Q2 2026, an estimated $196K.
  • Meta Platforms (Facebook) made up 0.1% of Aspen Investment Management's portfolio in Q2 2026, its #153 holding.
  • Aspen Investment Management first reported a position in Meta Platforms (Facebook) in Q2 2015 and has held it in 42 quarters since.
  • Aspen Investment Management's Meta Platforms (Facebook) position peaked at $2.48M in Q4 2020.
  • 1,299 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.