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Atwood & Palmer’s Meta Platforms (Facebook) META Stock Holding History

Atwood & Palmer’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 		$542K Buy
962
+45
+5% +$27.5K 0.03% 117
2026
Q1 		$525K Sell
917
-73
-7% -$46.8K 0.03% 115
2025
Q4 		$653K Sell
990
-156
-14% -$104K 0.04% 108
2025
Q3 		$842K Sell
1,146
-2
-0.2% -$1.49K 0.05% 94
2025
Q2 		$847K Buy
1,148
+33
+3% +$20.4K 0.05% 95
2025
Q1 		$643K Buy
1,115
+100
+10% +$64.5K 0.04% 102
2024
Q4 		$594K Sell
1,015
-5
-0.5% -$2.94K 0.04% 104
2024
Q3 		$584K Sell
1,020
-77
-7% -$39.6K 0.04% 102
2024
Q2 		$553K Buy
1,097
+1
+0.1% +$486 0.04% 101
2024
Q1 		$532K Buy
1,096
+1
+0.1% +$446 0.04% 102
2023
Q4 		$388K Sell
1,095
-41
-4% -$13.4K 0.03% 120
2023
Q3 		$341K Sell
1,136
-25
-2% -$7.53K 0.03% 118
2023
Q2 		$333K Buy
1,161
+26
+2% +$6.42K 0.03% 125
2023
Q1 		$241K Hold
1,135
– – 0.02% 129
2022
Q4 		$137K Hold
1,135
– – 0.01% 161
2022
Q3 		$154K Sell
1,135
-89
-7% -$14.4K 0.02% 150
2022
Q2 		$197K Buy
1,224
+89
+8% +$17.2K 0.02% 139
2022
Q1 		$252K Sell
1,135
-35
-3% -$8.75K 0.02% 134
2021
Q4 		$394K Sell
1,170
-177
-13% -$58.8K 0.03% 122
2021
Q3 		$457K Buy
1,347
+35
+3% +$12.6K 0.04% 116
2021
Q2 		$456K Sell
1,312
-75
-5% -$24.1K 0.04% 115
2021
Q1 		$409K Hold
1,387
– – 0.04% 119
2020
Q4 		$379K Hold
1,387
– – 0.04% 115
2020
Q3 		$363K Buy
1,387
+100
+8% +$25.8K 0.05% 102
2020
Q2 		$292K Hold
1,287
– – 0.04% 107
2020
Q1 		$215K Hold
1,287
– – 0.03% 112
2019
Q4 		$264K Hold
1,287
– – 0.03% 112
2019
Q3 		$229K Hold
1,287
– – 0.03% 118
2019
Q2 		$248K Sell
1,287
-300
-19% -$54.8K 0.03% 117
2019
Q1 		$265K Hold
1,587
– – 0.04% 108
2018
Q4 		$208K Sell
1,587
-1
-0.1% -$145 0.03% 118
2018
Q3 		$261K Buy
1,588
+1
+0.1% +$181 0.03% 112
2018
Q2 		$308K Hold
1,587
– – 0.04% 104
2018
Q1 		$254K Sell
1,587
-486
-23% -$87.3K 0.04% 114
2017
Q4 		$366K Sell
2,073
-150
-7% -$26.5K 0.05% 99
2017
Q3 		$380K Sell
2,223
-745
-25% -$124K 0.06% 96
2017
Q2 		$448K Hold
2,968
– – 0.07% 86
2017
Q1 		$422K Hold
2,968
– – 0.07% 84
2016
Q4 		$341K Hold
2,968
– – 0.06% 87
2016
Q3 		$381K Hold
2,968
– – 0.07% 82
2016
Q2 		$339K Hold
2,968
– – 0.06% 86
2016
Q1 		$339K Buy
2,968
+352
+13% +$37.1K 0.06% 90
2015
Q4 		$274K Buy
2,616
+1,000
+62% +$103K 0.05% 111
2015
Q3 		$145K Buy
1,616
+168
+12% +$15.4K 0.03% 135
2015
Q2 		$124K Buy
1,448
+298
+26% +$24.3K 0.02% 145
2015
Q1 		$95K Sell
1,150
-170
-13% -$13.3K 0.02% 158
2014
Q4 		$103K Buy
1,320
+50
+4% +$3.82K 0.02% 164
2014
Q3 		$100K Buy
1,270
+200
+19% +$14.7K 0.02% 169
2014
Q2 		$72K Buy
+1,070
New +$65.8K 0.02% 174

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

Atwood & Palmer's META Position: Q2 2026 in Review

Atwood & Palmer increased its Meta Platforms (Facebook) (META) stake by 4.9% in Q2 2026, buying an estimated $27.5K and bringing the position to 962 shares worth $542K. The position accounts for 0.03% of the portfolio, ranked #117.

Atwood & Palmer first reported a position in META in Q2 2014 and has held it in 49 quarters since. The position peaked at $847K in Q2 2025. 5,038 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Atwood & Palmer held 962 shares of Meta Platforms (Facebook) worth $542K as of Q2 2026.
  • Atwood & Palmer bought 45 Meta Platforms (Facebook) shares in Q2 2026, an estimated $27.5K.
  • Meta Platforms (Facebook) made up 0.03% of Atwood & Palmer's portfolio in Q2 2026, its #117 holding.
  • Atwood & Palmer first reported a position in Meta Platforms (Facebook) in Q2 2014 and has held it in 49 quarters since.
  • Atwood & Palmer's Meta Platforms (Facebook) position peaked at $847K in Q2 2025.
  • 5,038 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.