Fortem Financial Group’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
Q3 | $6.65M | Sell |
9,174
-17
| -0.2% | -$10.6K | 1.37% | 25 |
|
|
2026
Q2 | $5.18M | Buy |
9,191
+436
| +5% | +$267K | 1.06% | 29 |
|
|
2026
Q1 | $5.01M | Buy |
8,755
+546
| +7% | +$350K | 1.26% | 24 |
|
|
2025
Q4 | $5.42M | Buy |
8,209
+587
| +8% | +$392K | 1.45% | 21 |
|
|
2025
Q3 | $5.6M | Buy |
7,622
+8
| +0.1% | +$5.95K | 1.61% | 19 |
|
|
2025
Q2 | $5.62M | Buy |
7,614
+735
| +11% | +$454K | 1.81% | 15 |
|
|
2025
Q1 | $3.97M | Sell |
6,879
-39
| -0.6% | -$25.2K | 1.54% | 16 |
|
|
2024
Q4 | $4.05M | Buy |
6,918
+206
| +3% | +$121K | 1.57% | 15 |
|
|
2024
Q3 | $3.84M | Sell |
6,712
-333
| -5% | -$171K | 1.56% | 14 |
|
|
2024
Q2 | $3.55M | Buy |
7,045
+97
| +1% | +$47.2K | 1.53% | 15 |
|
|
2024
Q1 | $3.37M | Buy |
6,948
+65
| +0.9% | +$29K | 1.48% | 16 |
|
|
2023
Q4 | $2.44M | Buy |
6,883
+386
| +6% | +$126K | 1.21% | 18 |
|
|
2023
Q3 | $1.95M | Buy |
6,497
+552
| +9% | +$166K | 1.14% | 20 |
|
|
2023
Q2 | $1.71M | Buy |
5,945
+769
| +15% | +$190K | 1.01% | 27 |
|
|
2023
Q1 | $1.1M | Buy |
5,176
+857
| +20% | +$146K | 0.71% | 44 |
|
|
2022
Q4 | $520K | Sell |
4,319
-2,150
| -33% | -$252K | 0.3% | 97 |
|
|
2022
Q3 | $878K | Sell |
6,469
-923
| -12% | -$150K | 0.61% | 57 |
|
|
2022
Q2 | $1.19M | Sell |
7,392
-5,051
| -41% | -$974K | 0.78% | 35 |
|
|
2022
Q1 | $2.77M | Buy |
12,443
+914
| +8% | +$228K | 1.21% | 22 |
|
|
2021
Q4 | $3.88M | Buy |
11,529
+189
| +2% | +$62.7K | 1.77% | 11 |
|
|
2021
Q3 | $3.85M | Buy |
11,340
+69
| +0.6% | +$24.9K | 1.95% | 8 |
|
|
2021
Q2 | $3.92M | Buy |
11,271
+461
| +4% | +$148K | 1.99% | 6 |
|
|
2021
Q1 | $3.18M | Sell |
10,810
-264
| -2% | -$71.1K | 1.84% | 9 |
|
|
2020
Q4 | $3.02M | Sell |
11,074
-188
| -2% | -$51.5K | 1.81% | 6 |
|
|
2020
Q3 | $2.95M | Sell |
11,262
-223
| -2% | -$57.5K | 2.13% | 7 |
|
|
2020
Q2 | $2.61M | Buy |
11,485
+930
| +9% | +$194K | 2.01% | 6 |
|
|
2020
Q1 | $1.76M | Sell |
10,555
-2,290
| -18% | -$448K | 1.6% | 13 |
|
|
2019
Q4 | $2.64M | Sell |
12,845
-47
| -0.4% | -$9.1K | 1.96% | 8 |
|
|
2019
Q3 | $2.3M | Buy |
12,892
+6,948
| +117% | +$1.32M | 1.96% | 9 |
|
|
2019
Q2 | $1.15M | Buy |
5,944
+91
| +2% | +$16.6K | 1.15% | 37 |
|
|
2019
Q1 | $976K | Buy |
5,853
+228
| +4% | +$36.3K | 1.01% | 43 |
|
|
2018
Q4 | $737K | Buy |
+5,625
| New | +$815K | 0.89% | 46 |
|
Other funds holding META
Fortem Financial Group's META Position: Q3 2026 in Review
Fortem Financial Group reduced its Meta Platforms (Facebook) (META) stake by 0.18% in Q3 2026, selling an estimated $10.6K and leaving 9,174 shares worth $6.65M. The position accounts for 1.37% of the portfolio, ranked #25.
Fortem Financial Group first reported a position in META in Q4 2018 and has held it in 32 quarters since. 3,565 funds tracked by Wall St. Rank hold META as of Q3 2026.
- Fortem Financial Group held 9,174 shares of Meta Platforms (Facebook) worth $6.65M as of Q3 2026.
- Fortem Financial Group sold 17 Meta Platforms (Facebook) shares in Q3 2026, an estimated $10.6K.
- Meta Platforms (Facebook) made up 1.37% of Fortem Financial Group's portfolio in Q3 2026, its #25 holding.
- Fortem Financial Group first reported a position in Meta Platforms (Facebook) in Q4 2018 and has held it in 32 quarters since.
- 3,565 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.
Based on Fortem Financial Group's 13F filing for Q3 2026, filed 20 Oct 2026.