FAM
META icon

Formidable Asset Management’s Meta Platforms (Facebook) META Stock Holding History

Formidable Asset Management’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
2017
Q4 		– Sell
-2
Closed -$2K – 172
2017
Q3 		$2K Buy
+2
New +$334 ﹤0.01% 207
2017
Q2 		– Sell
-7
Closed -$3K – 191
2017
Q1 		$3K Buy
+7
New +$935 ﹤0.01% 200

Other funds holding META

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Formidable Asset Management's META Position: Q2 2026 in Review

Formidable Asset Management reduced its Meta Platforms (Facebook) (META) stake by 12% in Q2 2026, selling an estimated $2.17M and leaving 25,339 shares worth $14.5M. The position accounts for 2.3% of the portfolio, ranked #7.

Formidable Asset Management first reported a position in META in Q3 2013 and has held it in 50 quarters since. The position peaked at $19.8M in Q3 2025. 1,464 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Formidable Asset Management held 25,339 shares of Meta Platforms (Facebook) worth $14.5M as of Q2 2026.
  • Formidable Asset Management sold 3,551 Meta Platforms (Facebook) shares in Q2 2026, an estimated $2.17M.
  • Meta Platforms (Facebook) made up 2.3% of Formidable Asset Management's portfolio in Q2 2026, its #7 holding.
  • Formidable Asset Management first reported a position in Meta Platforms (Facebook) in Q3 2013 and has held it in 50 quarters since.
  • Formidable Asset Management's Meta Platforms (Facebook) position peaked at $19.8M in Q3 2025.
  • 1,464 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.