First Heartland Consultants’s Meta Platforms (Facebook) META Stock Holding History

First Heartland Consultants’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	$2.12M	Sell	3,768 -285	-7%	-$174K	0.14%	130
2026 Q1	$2.32M	Sell	4,053 -443	-10%	-$284K	0.18%	113
2025 Q4	$2.97M	Buy	4,496 +276	+7%	+$184K	0.23%	93
2025 Q3	$3.1M	Hold	4,220	–	–	0.25%	87
2025 Q2	$3.11M	Sell	4,220 -147	-3%	-$90.8K	0.28%	81
2025 Q1	$2.52M	Buy	4,367 +447	+11%	+$288K	0.26%	87
2024 Q4	$2.29M	Buy	3,920 +279	+8%	+$164K	0.24%	92
2024 Q3	$2.08M	Buy	3,641 +27	+0.7%	+$13.9K	0.22%	86
2024 Q2	$1.82K	Buy	3,614 +130	+4%	+$63.2K	0.13%	115
2024 Q1	$1.69M	Sell	3,484 -554	-14%	-$247K	0.18%	124
2023 Q4	$1.43M	Sell	4,038 -73	-2%	-$23.8K	0.17%	116
2023 Q3	$1.23M	Sell	4,111 -18	-0.4%	-$5.42K	0.16%	128
2023 Q2	$1.18M	Buy	4,129 +165	+4%	+$40.7K	0.15%	126
2023 Q1	$840K	Sell	3,964 -306	-7%	-$52.1K	0.13%	148
2022 Q4	$514K	Buy	4,270 +402	+10%	+$47.2K	0.08%	193
2022 Q3	$524	Sell	3,868 -120	-3%	-$19.4K	0.05%	179
2022 Q2	$643K	Sell	3,988 -2,273	-36%	-$438K	0.1%	158
2022 Q1	$1.39M	Sell	6,261 -178	-3%	-$44.5K	0.22%	89
2021 Q4	$2.17K	Buy	6,439 +3,377	+110%	+$1.12M	0.08%	72
2021 Q3	$1.04M	Buy	3,062 +254	+9%	+$91.5K	0.16%	125
2021 Q2	$976K	Buy	2,808 +434	+18%	+$139K	0.15%	136
2021 Q1	$699K	Sell	2,374 -521	-18%	-$140K	0.11%	156
2020 Q4	$791K	Buy	2,895 +310	+12%	+$85K	0.13%	119
2020 Q3	$677K	Buy	2,585 +250	+11%	+$64.5K	0.13%	122
2020 Q2	$530K	Buy	2,335 +345	+17%	+$72K	0.1%	151
2020 Q1	$332K	Sell	1,990 -129	-6%	-$25.3K	0.09%	170
2019 Q4	$435K	Buy	2,119 +93	+5%	+$18K	0.09%	188
2019 Q3	$361K	Sell	2,026 -429	-17%	-$81.5K	0.08%	201
2019 Q2	$474K	Sell	2,455 -507	-17%	-$92.6K	0.11%	158
2019 Q1	$494K	Sell	2,962 -524	-15%	-$83.3K	0.14%	145
2018 Q4	$457K	Sell	3,486 -300	-8%	-$43.5K	0.17%	127
2018 Q3	$623K	Sell	3,786 -19	-0.5%	-$3.44K	0.19%	117
2018 Q2	$739K	Sell	3,805 -1,013	-21%	-$183K	0.26%	95
2018 Q1	$770K	Sell	4,818 -4,474	-48%	-$803K	0.23%	111
2017 Q4	$1.64M	Buy	9,292 +1,521	+20%	+$269K	0.49%	63
2017 Q3	$1.33M	Buy	7,771 +77	+1%	+$12.8K	0.32%	87
2017 Q2	$1.16M	Buy	7,694 +1,595	+26%	+$237K	0.3%	91
2017 Q1	$866K	Buy	6,099 +1,483	+32%	+$198K	0.24%	118
2016 Q4	$531K	Buy	4,616 +1,108	+32%	+$136K	0.16%	169
2016 Q3	$450K	Buy	3,508 +595	+20%	+$73.9K	0.13%	179
2016 Q2	$333	Buy	2,913 +450	+18%	+$51.9K	0.04%	208
2016 Q1	$281K	Buy	2,463 +326	+15%	+$34.4K	0.11%	203
2015 Q4	$224K	Buy	+2,137	New	+$220K	0.09%	236
2015 Q2	–	Sell	-2,897	Closed	-$238K	–	268
2015 Q1	$238K	Buy	+2,897	New	+$227K	0.09%	218

Other funds holding META

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

First Heartland Consultants's META Position: Q2 2026 in Review

First Heartland Consultants reduced its Meta Platforms (Facebook) (META) stake by 7% in Q2 2026, selling an estimated $174K and leaving 3,768 shares worth $2.12M. The position accounts for 0.14% of the portfolio, ranked #130.

First Heartland Consultants first reported a position in META in Q1 2015 and has held it in 44 quarters since. The position peaked at $3.11M in Q2 2025. 1,646 funds tracked by Wall St. Rank hold META as of Q2 2026.

First Heartland Consultants held 3,768 shares of Meta Platforms (Facebook) worth $2.12M as of Q2 2026.
First Heartland Consultants sold 285 Meta Platforms (Facebook) shares in Q2 2026, an estimated $174K.
Meta Platforms (Facebook) made up 0.14% of First Heartland Consultants's portfolio in Q2 2026, its #130 holding.
First Heartland Consultants first reported a position in Meta Platforms (Facebook) in Q1 2015 and has held it in 44 quarters since.
First Heartland Consultants's Meta Platforms (Facebook) position peaked at $3.11M in Q2 2025.
1,646 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.