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Caldwell Sutter Capital’s Meta Platforms (Facebook) META Stock Holding History

Caldwell Sutter Capital’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 		$1.8M Buy
3,189
+74
+2% +$45.3K 0.68% 32
2026
Q1 		$1.78M Sell
3,115
-10
-0.3% -$6.41K 0.72% 31
2025
Q4 		$2.06M Sell
3,125
-10
-0.3% -$6.68K 0.87% 27
2025
Q3 		$2.3M Sell
3,135
-44
-1% -$32.7K 0.98% 22
2025
Q2 		$2.35M Sell
3,179
-10
-0.3% -$6.18K 1.07% 18
2025
Q1 		$1.84M Buy
3,189
+6
+0.2% +$3.87K 0.87% 27
2024
Q4 		$1.86M Sell
3,183
-40
-1% -$23.5K 0.87% 26
2024
Q3 		$1.84M Sell
3,223
-150
-4% -$77.2K 0.86% 28
2024
Q2 		$1.7M Buy
3,373
+49
+1% +$23.8K 0.84% 24
2024
Q1 		$1.61M Buy
3,324
+2
+0.1% +$892 0.78% 33
2023
Q4 		$1.18M Sell
3,322
-11
-0.3% -$3.58K 0.6% 47
2023
Q3 		$1M Sell
3,333
-10
-0.3% -$3.01K 0.55% 48
2023
Q2 		$959K Buy
3,343
+10
+0.3% +$2.47K 0.5% 54
2023
Q1 		$706K Sell
3,333
-42
-1% -$7.15K 0.51% 50
2022
Q4 		$406K Buy
+3,375
New +$396K 0.36% 68

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

Caldwell Sutter Capital's META Position: Q2 2026 in Review

Caldwell Sutter Capital increased its Meta Platforms (Facebook) (META) stake by 2.4% in Q2 2026, buying an estimated $45.3K and bringing the position to 3,189 shares worth $1.8M. The position accounts for 0.68% of the portfolio, ranked #32.

Caldwell Sutter Capital first reported a position in META in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.35M in Q2 2025. 5,077 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Caldwell Sutter Capital held 3,189 shares of Meta Platforms (Facebook) worth $1.8M as of Q2 2026.
  • Caldwell Sutter Capital bought 74 Meta Platforms (Facebook) shares in Q2 2026, an estimated $45.3K.
  • Meta Platforms (Facebook) made up 0.68% of Caldwell Sutter Capital's portfolio in Q2 2026, its #32 holding.
  • Caldwell Sutter Capital first reported a position in Meta Platforms (Facebook) in Q4 2022 and has held it in 15 quarters since.
  • Caldwell Sutter Capital's Meta Platforms (Facebook) position peaked at $2.35M in Q2 2025.
  • 5,077 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.