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

Concord 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 		$6.81M Sell
12,083
-43
-0.4% -$26.3K 0.78% 31
2026
Q1 		$6.94M Sell
12,126
-434
-3% -$278K 0.9% 28
2025
Q4 		$8.29M Buy
12,560
+1,111
+10% +$742K 1.08% 24
2025
Q3 		$8.41M Buy
11,449
+128
+1% +$95.3K 1.16% 21
2025
Q2 		$8.36M Sell
11,321
-183
-2% -$113K 1.22% 20
2025
Q1 		$6.63M Sell
11,504
-2,052
-15% -$1.32M 1.09% 24
2024
Q4 		$7.94M Buy
13,556
+1
+0% +$587 1.3% 19
2024
Q3 		$7.76M Buy
13,555
+1,283
+10% +$660K 1.29% 21
2024
Q2 		$6.19M Buy
12,272
+1,066
+10% +$518K 1.09% 22
2024
Q1 		$5.44M Buy
11,206
+2,710
+32% +$1.21M 0.98% 26
2023
Q4 		$3.01M Buy
8,496
+788
+10% +$257K 0.6% 41
2023
Q3 		$2.31M Buy
7,708
+2,211
+40% +$666K 0.49% 39
2023
Q2 		$1.58M Buy
5,497
+1,749
+47% +$432K 0.34% 50
2023
Q1 		$794K Sell
3,748
-180
-5% -$30.7K 0.23% 63
2022
Q4 		$473K Sell
3,928
-2,230
-36% -$262K 0.14% 87
2022
Q3 		$836K Sell
6,158
-7
-0.1% -$1.14K 0.27% 55
2022
Q2 		$994K Buy
6,165
+1,439
+30% +$278K 0.27% 49
2022
Q1 		$1.05M Buy
4,726
+635
+16% +$159K 0.27% 48
2021
Q4 		$1.38M Buy
4,091
+1,936
+90% +$643K 0.34% 37
2021
Q3 		$731K Sell
2,155
-1,524
-41% -$549K 0.3% 25
2021
Q2 		$1.28M Sell
3,679
-362
-9% -$116K 0.37% 26
2021
Q1 		$1.19M Buy
4,041
+1,275
+46% +$343K 0.4% 24
2020
Q4 		$756K Buy
+2,766
New +$758K 0.58% 21

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

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

Concord Wealth Partners reduced its Meta Platforms (Facebook) (META) stake by 0.35% in Q2 2026, selling an estimated $26.3K and leaving 12,083 shares worth $6.81M. The position accounts for 0.78% of the portfolio, ranked #31.

Concord Wealth Partners first reported a position in META in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.41M in Q3 2025. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Concord Wealth Partners held 12,083 shares of Meta Platforms (Facebook) worth $6.81M as of Q2 2026.
  • Concord Wealth Partners sold 43 Meta Platforms (Facebook) shares in Q2 2026, an estimated $26.3K.
  • Meta Platforms (Facebook) made up 0.78% of Concord Wealth Partners's portfolio in Q2 2026, its #31 holding.
  • Concord Wealth Partners first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 23 quarters since.
  • Concord Wealth Partners's Meta Platforms (Facebook) position peaked at $8.41M in Q3 2025.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.