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Copperwynd Financial’s Meta Platforms (Facebook) META Stock Holding History

Copperwynd Financial’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
2025
Q2 		$6.22M Buy
8,433
+164
+2% +$101K 1.55% 16
2025
Q1 		$4.77M Buy
8,269
+166
+2% +$107K 1.31% 15
2024
Q4 		$4.74M Buy
8,103
+295
+4% +$173K 1.31% 17
2024
Q3 		$4.47M Buy
7,808
+592
+8% +$305K 1.35% 14
2024
Q2 		$3.43M Sell
7,216
-998
-12% -$485K 1.12% 16
2024
Q1 		$3.99M Buy
8,214
+436
+6% +$194K 1.44% 15
2023
Q4 		$2.75M Buy
7,778
+28
+0.4% +$9.12K 1.09% 15
2023
Q3 		$2.33M Sell
7,750
-176
-2% -$53K 1.09% 15
2023
Q2 		$2.27M Buy
7,926
+4,377
+123% +$1.08M 1.06% 16
2023
Q1 		$752K Buy
3,549
+512
+17% +$87.2K 0.38% 54
2022
Q4 		$365K Sell
3,037
-2,195
-42% -$258K 0.21% 101
2022
Q3 		$710K Sell
5,232
-1,171
-18% -$190K 0.41% 48
2022
Q2 		$1.03M Buy
6,403
+775
+14% +$150K 0.61% 35
2022
Q1 		$1.25M Buy
5,628
+868
+18% +$217K 0.52% 36
2021
Q4 		$1.6M Buy
4,760
+555
+13% +$184K 0.61% 24
2021
Q3 		$1.43M Buy
4,205
+207
+5% +$74.6K 0.59% 28
2021
Q2 		$1.39M Buy
3,998
+181
+5% +$58.1K 0.59% 33
2021
Q1 		$1.12M Buy
3,817
+48
+1% +$12.9K 0.51% 31
2020
Q4 		$1.03M Buy
3,769
+116
+3% +$31.8K 0.5% 33
2020
Q3 		$957K Buy
3,653
+266
+8% +$68.6K 0.51% 34
2020
Q2 		$769K Buy
3,387
+588
+21% +$123K 0.44% 33
2020
Q1 		$467K Sell
2,799
-841
-23% -$165K 0.22% 40
2019
Q4 		$747K Buy
3,640
+430
+13% +$83.3K 0.4% 40
2019
Q3 		$611K Buy
3,210
+378
+13% +$71.8K 0.35% 52
2019
Q2 		$547K Buy
2,832
+14
+0.5% +$2.56K 0.31% 47
2019
Q1 		$470K Buy
2,818
+99
+4% +$15.7K 0.28% 58
2018
Q4 		$356K Buy
2,719
+20
+0.7% +$2.9K 0.22% 59
2018
Q3 		$444K Buy
+2,699
New +$489K 0.27% 58

Other funds holding META

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Copperwynd Financial's META Position: Q2 2025 in Review

Copperwynd Financial increased its Meta Platforms (Facebook) (META) stake by 2% in Q2 2025, buying an estimated $101K and bringing the position to 8,433 shares worth $6.22M. The position accounts for 1.55% of the portfolio, ranked #16.

Copperwynd Financial first reported a position in META in Q3 2018 and has held it in 28 quarters since. 4,831 funds tracked by Wall St. Rank hold META as of Q2 2025.

  • Copperwynd Financial held 8,433 shares of Meta Platforms (Facebook) worth $6.22M as of Q2 2025.
  • Copperwynd Financial bought 164 Meta Platforms (Facebook) shares in Q2 2025, an estimated $101K.
  • Meta Platforms (Facebook) made up 1.55% of Copperwynd Financial's portfolio in Q2 2025, its #16 holding.
  • Copperwynd Financial first reported a position in Meta Platforms (Facebook) in Q3 2018 and has held it in 28 quarters since.
  • 4,831 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2025.

Based on Copperwynd Financial's 13F filing for Q2 2025, filed 24 Jul 2025.