Cypress Wealth Services’s Meta Platforms (Facebook) META Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.13M | Buy |
5,548
+106
| +2% | +$64.8K | 0.38% | 53 |
|
|
2026
Q1 | $3.11M | Sell |
5,442
-23
| -0.4% | -$14.7K | 0.44% | 53 |
|
|
2025
Q4 | $3.61M | Buy |
5,465
+452
| +9% | +$302K | 0.5% | 44 |
|
|
2025
Q3 | $3.68M | Buy |
5,013
+126
| +3% | +$93.8K | 0.6% | 39 |
|
|
2025
Q2 | $3.61M | Buy |
4,887
+305
| +7% | +$188K | 0.65% | 35 |
|
|
2025
Q1 | $2.64M | Sell |
4,582
-18
| -0.4% | -$11.6K | 0.54% | 43 |
|
|
2024
Q4 | $2.69M | Buy |
4,600
+307
| +7% | +$180K | 0.54% | 42 |
|
|
2024
Q3 | $2.46M | Buy |
4,293
+163
| +4% | +$83.9K | 0.51% | 43 |
|
|
2024
Q2 | $2.08M | Sell |
4,130
-7
| -0.2% | -$3.4K | 0.46% | 48 |
|
|
2024
Q1 | $2.01M | Buy |
4,137
+87
| +2% | +$38.8K | 0.47% | 50 |
|
|
2023
Q4 | $1.43M | Sell |
4,050
-17
| -0.4% | -$5.54K | 0.36% | 58 |
|
|
2023
Q3 | $1.22M | Buy |
4,067
+155
| +4% | +$46.7K | 0.34% | 62 |
|
|
2023
Q2 | $1.22M | Sell |
3,912
-32
| -0.8% | -$7.9K | 0.32% | 64 |
|
|
2023
Q1 | $836K | Sell |
3,944
-309
| -7% | -$52.6K | 0.24% | 81 |
|
|
2022
Q4 | $512K | Sell |
4,253
-11
| -0.3% | -$1.29K | 0.16% | 117 |
|
|
2022
Q3 | $569K | Sell |
4,264
-1,199
| -22% | -$194K | 0.19% | 100 |
|
|
2022
Q2 | $881K | Buy |
5,463
+506
| +10% | +$97.6K | 0.28% | 75 |
|
|
2022
Q1 | $1.1M | Buy |
4,957
+255
| +5% | +$63.7K | 0.3% | 63 |
|
|
2021
Q4 | $1.58M | Sell |
4,702
-139
| -3% | -$46.1K | 0.43% | 56 |
|
|
2021
Q3 | $1.64M | Sell |
4,841
-292
| -6% | -$105K | 0.49% | 50 |
|
|
2021
Q2 | $1.78M | Sell |
5,133
-347
| -6% | -$111K | 0.49% | 53 |
|
|
2021
Q1 | $1.61M | Buy |
5,480
+217
| +4% | +$58.4K | 0.34% | 64 |
|
|
2020
Q4 | $1.44M | Buy |
+5,263
| New | +$1.44M | 0.32% | 65 |
|
|
2020
Q3 | – | Sell |
-5,950
| Closed | -$1.53M | – | 409 |
|
|
2020
Q2 | $1.35M | Sell |
5,950
-4
| -0.1% | -$835 | 0.32% | 75 |
|
|
2020
Q1 | $993K | Buy |
5,954
+423
| +8% | +$82.8K | 0.29% | 90 |
|
|
2019
Q4 | $1.14M | Sell |
5,531
-1,502
| -21% | -$291K | 0.29% | 91 |
|
|
2019
Q3 | $1.25M | Buy |
7,033
+34
| +0.5% | +$6.46K | 0.34% | 90 |
|
|
2019
Q2 | $1.35M | Buy |
6,999
+818
| +13% | +$149K | 0.39% | 79 |
|
|
2019
Q1 | $1.03M | Sell |
6,181
-601
| -9% | -$95.6K | 0.33% | 89 |
|
|
2018
Q4 | $889K | Sell |
6,782
-2,370
| -26% | -$343K | 0.35% | 80 |
|
|
2018
Q3 | $1.5M | Buy |
9,152
+275
| +3% | +$49.8K | 0.54% | 56 |
|
|
2018
Q2 | $1.73M | Buy |
8,877
+1,182
| +15% | +$214K | 0.66% | 43 |
|
|
2018
Q1 | $1.23M | Buy |
7,695
+300
| +4% | +$53.9K | 0.52% | 55 |
|
|
2017
Q4 | $1.3M | Buy |
+7,395
| New | +$1.31M | 0.54% | 52 |
|
Other funds holding META
LMFP
ATO
FWIA
RG
Cypress Wealth Services's META Position: Q2 2026 in Review
Cypress Wealth Services increased its Meta Platforms (Facebook) (META) stake by 1.9% in Q2 2026, buying an estimated $64.8K and bringing the position to 5,548 shares worth $3.13M. The position accounts for 0.38% of the portfolio, ranked #53.
Cypress Wealth Services first reported a position in META in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.68M in Q3 2025. 1,646 funds tracked by Wall St. Rank hold META as of Q2 2026.
- Cypress Wealth Services held 5,548 shares of Meta Platforms (Facebook) worth $3.13M as of Q2 2026.
- Cypress Wealth Services bought 106 Meta Platforms (Facebook) shares in Q2 2026, an estimated $64.8K.
- Meta Platforms (Facebook) made up 0.38% of Cypress Wealth Services's portfolio in Q2 2026, its #53 holding.
- Cypress Wealth Services first reported a position in Meta Platforms (Facebook) in Q4 2017 and has held it in 34 quarters since.
- Cypress Wealth Services's Meta Platforms (Facebook) position peaked at $3.68M in Q3 2025.
- 1,646 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.
Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.