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

Fortem 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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fortem Financial Group's META Position: Q1 2026 in Review

Fortem Financial Group increased its Meta Platforms (Facebook) (META) stake by 6.7% in Q1 2026, buying an estimated $350K and bringing the position to 8,755 shares worth $5.01M. The position accounts for 1.26% of the portfolio, ranked #24.

Fortem Financial Group first reported a position in META in Q4 2018 and has held it in 30 quarters since. The position peaked at $5.62M in Q2 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Fortem Financial Group held 8,755 shares of Meta Platforms (Facebook) worth $5.01M as of Q1 2026.
  • Fortem Financial Group bought 546 Meta Platforms (Facebook) shares in Q1 2026, an estimated $350K.
  • Meta Platforms (Facebook) made up 1.26% of Fortem Financial Group's portfolio in Q1 2026, its #24 holding.
  • Fortem Financial Group first reported a position in Meta Platforms (Facebook) in Q4 2018 and has held it in 30 quarters since.
  • Fortem Financial Group's Meta Platforms (Facebook) position peaked at $5.62M in Q2 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Fortem Financial Group's 13F filing for Q1 2026, filed 16 Apr 2026.