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Baldwin Wealth Partners’s Meta Platforms (Facebook) META Stock Holding History

Baldwin Wealth Partners’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 		$2.48M Sell
4,402
-604
-12% -$369K 0.16% 79
2026
Q1 		$2.86M Sell
5,006
-563
-10% -$361K 0.21% 73
2025
Q4 		$3.68M Buy
5,569
+94
+2% +$62.8K 0.24% 64
2025
Q3 		$4.02M Sell
5,475
-34
-0.6% -$25.3K 0.26% 63
2025
Q2 		$4.07M Buy
5,509
+7
+0.1% +$4.33K 0.28% 63
2025
Q1 		$3.17M Sell
5,502
-91
-2% -$58.7K 0.22% 68
2024
Q4 		$3.27M Sell
5,593
-35
-0.6% -$20.5K 0.23% 71
2024
Q3 		$3.22M Buy
5,628
+228
+4% +$117K 0.22% 76
2024
Q2 		$2.72M Sell
5,400
-145
-3% -$70.5K 0.21% 76
2024
Q1 		$2.69M Sell
5,545
-154
-3% -$68.7K 0.2% 77
2023
Q4 		$2.02M Sell
5,699
-40
-0.7% -$13K 0.16% 80
2023
Q3 		$1.72M Buy
5,739
+125
+2% +$37.7K 0.15% 87
2023
Q2 		$1.61M Sell
5,614
-180
-3% -$44.4K 0.13% 96
2023
Q1 		$1.23M Sell
5,794
-1,668
-22% -$284K 0.11% 104
2022
Q4 		$898K Buy
7,462
+1,520
+26% +$178K 0.08% 118
2022
Q3 		$806K Hold
5,942
– – 0.11% 77
2022
Q2 		$958K Sell
5,942
-113
-2% -$21.8K 0.12% 75
2022
Q1 		$1.35M Sell
6,055
-486
-7% -$121K 0.14% 69
2021
Q4 		$2.2M Sell
6,541
-1,150
-15% -$382K 0.22% 56
2021
Q3 		$2.61M Buy
7,691
+841
+12% +$303K 0.29% 52
2021
Q2 		$2.38M Buy
6,850
+9
+0.1% +$2.89K 0.26% 53
2021
Q1 		$2.02M Sell
6,841
-162
-2% -$43.6K 0.24% 55
2020
Q4 		$1.91M Sell
7,003
-91
-1% -$24.9K 0.24% 58
2020
Q3 		$1.86M Sell
7,094
-373
-5% -$96.2K 0.25% 59
2020
Q2 		$1.7M Buy
7,467
+90
+1% +$18.8K 0.25% 62
2020
Q1 		$1.23M Sell
7,377
-1,233
-14% -$241K 0.22% 68
2019
Q4 		$1.77M Buy
8,610
+425
+5% +$82.3K 0.25% 65
2019
Q3 		$1.46M Sell
8,185
-1,050
-11% -$200K 0.22% 68
2019
Q2 		$1.78M Sell
9,235
-44
-0.5% -$8.04K 0.26% 67
2019
Q1 		$1.55M Sell
9,279
-763
-8% -$121K 0.23% 68
2018
Q4 		$1.32M Sell
10,042
-890
-8% -$129K 0.22% 67
2018
Q3 		$1.8M Buy
10,932
+1,269
+13% +$230K 0.25% 66
2018
Q2 		$1.88M Hold
9,663
– – 0.29% 60
2018
Q1 		$1.54M Sell
9,663
-13,281
-58% -$2.38M 0.25% 64
2017
Q4 		$4.05M Sell
22,944
-2,995
-12% -$529K 0.63% 47
2017
Q3 		$4.43M Buy
25,939
+44
+0.2% +$7.34K 0.71% 47
2017
Q2 		$3.91M Buy
25,895
+100
+0.4% +$14.9K 0.63% 46
2017
Q1 		$3.66M Buy
25,795
+2,536
+11% +$339K 0.6% 45
2016
Q4 		$2.68M Buy
23,259
+705
+3% +$86.6K 0.48% 42
2016
Q3 		$2.89M Sell
22,554
-876
-4% -$109K 0.52% 43
2016
Q2 		$2.68M Buy
23,430
+1,415
+6% +$163K 0.55% 38
2016
Q1 		$2.51M Buy
22,015
+2,405
+12% +$254K 0.45% 47
2015
Q4 		$2.05M Sell
19,610
-945
-5% -$97.1K 0.33% 73
2015
Q3 		$1.85M Sell
20,555
-100
-0.5% -$9.18K 0.31% 70
2015
Q2 		$1.77M Buy
20,655
+1,850
+10% +$151K 0.26% 85
2015
Q1 		$1.55M Buy
18,805
+5,075
+37% +$398K 0.23% 99
2014
Q4 		$1.07M Sell
13,730
-1,650
-11% -$126K 0.15% 131
2014
Q3 		$1.22M Sell
15,380
-350
-2% -$25.7K 0.17% 116
2014
Q2 		$1.06M Buy
15,730
+2,640
+20% +$162K 0.16% 125
2014
Q1 		$789K Buy
13,090
+2,100
+19% +$133K 0.13% 150
2013
Q4 		$601K Buy
+10,990
New +$552K 0.1% 164

Other funds holding META

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Baldwin Wealth Partners's META Position: Q2 2026 in Review

Baldwin Wealth Partners reduced its Meta Platforms (Facebook) (META) stake by 12% in Q2 2026, selling an estimated $369K and leaving 4,402 shares worth $2.48M. The position accounts for 0.16% of the portfolio, ranked #79.

Baldwin Wealth Partners first reported a position in META in Q4 2013 and has held it in 51 quarters since. The position peaked at $4.43M in Q3 2017. 2,262 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Baldwin Wealth Partners held 4,402 shares of Meta Platforms (Facebook) worth $2.48M as of Q2 2026.
  • Baldwin Wealth Partners sold 604 Meta Platforms (Facebook) shares in Q2 2026, an estimated $369K.
  • Meta Platforms (Facebook) made up 0.16% of Baldwin Wealth Partners's portfolio in Q2 2026, its #79 holding.
  • Baldwin Wealth Partners first reported a position in Meta Platforms (Facebook) in Q4 2013 and has held it in 51 quarters since.
  • Baldwin Wealth Partners's Meta Platforms (Facebook) position peaked at $4.43M in Q3 2017.
  • 2,262 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.