EFG
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Elm3 Financial Group’s Meta Platforms (Facebook) META Stock Holding History

Elm3 Financial Group’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 		$521K Sell
924
-1
-0.1% -$611 0.36% 71
2026
Q1 		$529K Sell
925
-2
-0.2% -$1.28K 0.45% 61
2025
Q4 		$612K Buy
927
+99
+12% +$66.1K 0.51% 51
2025
Q3 		$608K Buy
828
+27
+3% +$20.1K 0.5% 42
2025
Q2 		$591K Buy
801
+88
+12% +$54.4K 0.49% 42
2025
Q1 		$411K Buy
713
+114
+19% +$73.5K 0.36% 62
2024
Q4 		$351K Buy
+599
New +$352K 0.3% 62

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

Elm3 Financial Group's META Position: Q2 2026 in Review

Elm3 Financial Group reduced its Meta Platforms (Facebook) (META) stake by 0.11% in Q2 2026, selling an estimated $611 and leaving 924 shares worth $521K. The position accounts for 0.36% of the portfolio, ranked #71.

Elm3 Financial Group first reported a position in META in Q4 2024 and has held it in 7 quarters since. The position peaked at $612K in Q4 2025. 5,062 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Elm3 Financial Group held 924 shares of Meta Platforms (Facebook) worth $521K as of Q2 2026.
  • Elm3 Financial Group sold 1 Meta Platforms (Facebook) share in Q2 2026, an estimated $611.
  • Meta Platforms (Facebook) made up 0.36% of Elm3 Financial Group's portfolio in Q2 2026, its #71 holding.
  • Elm3 Financial Group first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 7 quarters since.
  • Elm3 Financial Group's Meta Platforms (Facebook) position peaked at $612K in Q4 2025.
  • 5,062 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Elm3 Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.