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

CFS 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 		$1.58M Sell
2,712
-621
-19% -$380K 0.11% 156
2026
Q1 		$2.29M Buy
3,333
+688
+26% +$441K 0.16% 115
2025
Q4 		$1.75M Sell
2,645
-49
-2% -$32.7K 0.13% 131
2025
Q3 		$1.99M Sell
2,694
-97
-3% -$72.2K 0.15% 122
2025
Q2 		$2.06M Buy
2,791
+80
+3% +$49.4K 0.17% 110
2025
Q1 		$1.56M Buy
2,711
+451
+20% +$291K 0.14% 127
2024
Q4 		$1.32M Sell
2,260
-7
-0.3% -$4.11K 0.12% 137
2024
Q3 		$1.3M Sell
2,267
-55
-2% -$28.3K 0.11% 137
2024
Q2 		$1.17M Buy
2,322
+21
+0.9% +$10.2K 0.1% 127
2024
Q1 		$1.12M Buy
2,301
+151
+7% +$67.4K 0.19% 81
2023
Q4 		$761K Buy
2,150
+566
+36% +$184K 0.14% 85
2023
Q3 		$476K Sell
1,584
-160
-9% -$48.2K 0.08% 119
2023
Q2 		$500K Buy
1,744
+168
+11% +$41.5K 0.06% 161
2023
Q1 		$334K Sell
1,576
-523
-25% -$89.1K 0.06% 117
2022
Q4 		$253K Sell
2,099
-256,226
-99% -$30.1M 0.06% 113
2022
Q3 		$258K Buy
258,325
+256,198
+12,045% +$41.5M 0.06% 117
2022
Q2 		$343K Sell
2,127
-425,249
-100% -$82M 0.05% 181
2022
Q1 		$2K Buy
427,376
+425,819
+27,349% +$106M 0.01% 285
2021
Q4 		$490K Buy
1,557
+13
+0.8% +$4.32K 0.07% 167
2021
Q3 		$524K Buy
+1,544
New +$556K 0.07% 154
2020
Q4 		$442K Buy
+1,618
New +$444K 0.07% 142

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

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

CFS Investment Advisory Services reduced its Meta Platforms (Facebook) (META) stake by 19% in Q2 2026, selling an estimated $380K and leaving 2,712 shares worth $1.58M. The position accounts for 0.11% of the portfolio, ranked #156.

CFS Investment Advisory Services first reported a position in META in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.29M in Q1 2026. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • CFS Investment Advisory Services held 2,712 shares of Meta Platforms (Facebook) worth $1.58M as of Q2 2026.
  • CFS Investment Advisory Services sold 621 Meta Platforms (Facebook) shares in Q2 2026, an estimated $380K.
  • Meta Platforms (Facebook) made up 0.11% of CFS Investment Advisory Services's portfolio in Q2 2026, its #156 holding.
  • CFS Investment Advisory Services first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 21 quarters since.
  • CFS Investment Advisory Services's Meta Platforms (Facebook) position peaked at $2.29M in Q1 2026.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.