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Cumberland Advisors’s Meta Platforms (Facebook) META Stock Holding History

Cumberland Advisors’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 		$4.28M Hold
7,600
– – 1.51% 19
2026
Q1 		$4.35M Hold
7,600
– – 1.7% 19
2025
Q4 		$5.02M Sell
7,600
-100
-1% -$66.8K 1.9% 17
2025
Q3 		$5.65M Hold
7,700
– – 2.17% 14
2025
Q2 		$5.68M Sell
7,700
-264
-3% -$163K 2.39% 12
2025
Q1 		$4.59M Sell
7,964
-486
-6% -$314K 2.08% 13
2024
Q4 		$4.95M Hold
8,450
– – 1.97% 14
2024
Q3 		$4.84M Buy
8,450
+250
+3% +$129K 1.92% 14
2024
Q2 		$4.13M Sell
8,200
-500
-6% -$243K 1.69% 16
2024
Q1 		$4.22M Sell
8,700
-1,200
-12% -$535K 1.57% 15
2023
Q4 		$3.5M Hold
9,900
– – 1.5% 15
2023
Q3 		$2.97M Sell
9,900
-800
-7% -$241K 1.32% 18
2023
Q2 		$3.07M Hold
10,700
– – 1.4% 15
2023
Q1 		$2.27M Buy
10,700
+600
+6% +$102K 0.93% 28
2022
Q4 		$1.22M Hold
10,100
– – 0.53% 38
2022
Q3 		$1.37M Buy
10,100
+1,675
+20% +$271K 0.55% 36
2022
Q2 		$1.36M Buy
8,425
+569
+7% +$110K 0.45% 34
2022
Q1 		$1.75M Buy
7,856
+2,381
+43% +$595K 0.4% 36
2021
Q4 		$1.84M Sell
5,475
-235
-4% -$78K 0.39% 35
2021
Q3 		$1.94M Sell
5,710
-365
-6% -$131K 0.45% 32
2021
Q2 		$2.11M Hold
6,075
– – 0.5% 32
2021
Q1 		$1.79M Sell
6,075
-495
-8% -$133K 0.44% 36
2020
Q4 		$1.79M Buy
+6,570
New +$1.8M 0.66% 30
2020
Q2 		$1.53M Sell
6,760
-1,200
-15% -$251K 0.58% 30
2020
Q1 		$1.33M Buy
7,960
+550
+7% +$108K 0.54% 30
2019
Q4 		$1.52M Hold
7,410
– – 0.52% 36
2019
Q3 		$1.32M Hold
7,410
– – 0.37% 41
2019
Q2 		$1.43M Hold
7,410
– – 0.48% 39
2019
Q1 		$1.24M Buy
7,410
+1,300
+21% +$207K 0.43% 39
2018
Q4 		$801K Buy
+6,110
New +$885K 0.29% 45

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

Cumberland Advisors's META Position: Q2 2026 in Review

Cumberland Advisors held its Meta Platforms (Facebook) (META) position steady in Q2 2026 at 7,600 shares worth $4.28M. The position accounts for 1.51% of the portfolio, ranked #19.

Cumberland Advisors first reported a position in META in Q4 2018 and has held it in 30 quarters since. The position peaked at $5.68M in Q2 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Cumberland Advisors held 7,600 shares of Meta Platforms (Facebook) worth $4.28M as of Q2 2026.
  • Cumberland Advisors left its Meta Platforms (Facebook) share count unchanged in Q2 2026.
  • Meta Platforms (Facebook) made up 1.51% of Cumberland Advisors's portfolio in Q2 2026, its #19 holding.
  • Cumberland Advisors first reported a position in Meta Platforms (Facebook) in Q4 2018 and has held it in 30 quarters since.
  • Cumberland Advisors's Meta Platforms (Facebook) position peaked at $5.68M in Q2 2025.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Cumberland Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.