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CBIZ Investment Advisory Services’s Meta Platforms (Facebook) META Stock Holding History

CBIZ Investment Advisory Services’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 		$33.3K Hold
58
– – ﹤0.01% 105
2026
Q1 		$33.3K Sell
58
-304
-84% -$195K ﹤0.01% 105
2025
Q4 		$239K Sell
362
-93
-20% -$62.1K 0.01% 49
2025
Q3 		$334K Buy
455
+53
+13% +$39.4K 0.01% 41
2025
Q2 		$297K Buy
402
+19
+5% +$11.7K 0.01% 42
2025
Q1 		$221K Buy
383
+199
+108% +$128K 0.01% 49
2024
Q4 		$108K Buy
184
+41
+29% +$24.1K 0.01% 70
2024
Q3 		$81.9K Sell
143
-13
-8% -$6.69K ﹤0.01% 78
2024
Q2 		$78.7K Buy
156
+111
+247% +$54K ﹤0.01% 77
2024
Q1 		$21.9K Buy
+45
New +$20.1K ﹤0.01% 167
2020
Q4 		– Hold
0
– – – 98
2020
Q1 		– Hold
0
– – – 92

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 $3.38T AUM 44.17% 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

CBIZ Investment Advisory Services's META Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Meta Platforms (Facebook) (META) position steady in Q2 2026 at 58 shares worth $33.3K. The position accounts for ﹤0.01% of the portfolio, ranked #105.

CBIZ Investment Advisory Services first reported a position in META in Q1 2024 and has held it in 10 quarters since. The position peaked at $334K in Q3 2025. 5,088 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • CBIZ Investment Advisory Services held 58 shares of Meta Platforms (Facebook) worth $33.3K as of Q2 2026.
  • CBIZ Investment Advisory Services left its Meta Platforms (Facebook) share count unchanged in Q2 2026.
  • Meta Platforms (Facebook) made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #105 holding.
  • CBIZ Investment Advisory Services first reported a position in Meta Platforms (Facebook) in Q1 2024 and has held it in 10 quarters since.
  • CBIZ Investment Advisory Services's Meta Platforms (Facebook) position peaked at $334K in Q3 2025.
  • 5,088 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.