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

Barton 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	$354K	Hold	629	–	–	0.05%	50
2026 Q1	$360K	Sell	629 -150	-19%	-$96.1K	0.05%	47
2025 Q4	$514K	Buy	779 +14	+2%	+$9.35K	0.06%	41
2025 Q3	$562K	Hold	765	–	–	0.06%	40
2025 Q2	$565K	Hold	765	–	–	0.06%	37
2025 Q1	$441K	Hold	765	–	–	0.05%	38
2024 Q4	$448K	Hold	765	–	–	0.05%	38
2024 Q3	$438K	Hold	765	–	–	0.05%	39
2024 Q2	$386K	Hold	765	–	–	0.05%	38
2024 Q1	$371K	Hold	765	–	–	0.05%	39
2023 Q4	$271K	Hold	765	–	–	0.04%	43
2023 Q3	$230K	Hold	765	–	–	0.04%	43
2023 Q2	$220K	Buy	+765	New	+$189K	0.03%	42
2022 Q1	–	Sell	-765	Closed	-$257K	–	43
2021 Q4	$257K	Buy	+765	New	+$254K	0.02%	42

Other funds holding META

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

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

Barton Investment Management held its Meta Platforms (Facebook) (META) position steady in Q2 2026 at 629 shares worth $354K. The position accounts for 0.05% of the portfolio, ranked #50.

Barton Investment Management first reported a position in META in Q4 2021 and has held it in 14 quarters since. The position peaked at $565K in Q2 2025. 1,019 funds tracked by Wall St. Rank hold META as of Q2 2026.

Barton Investment Management held 629 shares of Meta Platforms (Facebook) worth $354K as of Q2 2026.
Barton Investment Management left its Meta Platforms (Facebook) share count unchanged in Q2 2026.
Meta Platforms (Facebook) made up 0.05% of Barton Investment Management's portfolio in Q2 2026, its #50 holding.
Barton Investment Management first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 14 quarters since.
Barton Investment Management's Meta Platforms (Facebook) position peaked at $565K in Q2 2025.
1,019 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

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