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Forum Financial Management’s Meta Platforms (Facebook) META Stock Holding History

Forum Financial 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
2026
Q2 		$13.1M Buy
23,254
+625
+3% +$382K 0.17% 29
2026
Q1 		$12.9M Sell
22,629
-16,044
-41% -$10.3M 0.18% 30
2025
Q4 		$25.5M Buy
38,673
+591
+2% +$395K 0.33% 27
2025
Q3 		$28M Sell
38,082
-272
-0.7% -$202K 0.38% 24
2025
Q2 		$28.3M Sell
38,354
-889
-2% -$549K 0.43% 19
2025
Q1 		$22.6M Sell
39,243
-119
-0.3% -$76.8K 0.37% 19
2024
Q4 		$23M Sell
39,362
-62
-0.2% -$36.4K 0.38% 22
2024
Q3 		$22.6M Sell
39,424
-1,716
-4% -$883K 0.38% 18
2024
Q2 		$20.7M Sell
41,140
-183
-0.4% -$89K 0.38% 20
2024
Q1 		$20.1M Buy
41,323
+11
+0% +$4.91K 0.34% 19
2023
Q4 		$14.6M Buy
41,312
+171
+0.4% +$55.7K 0.28% 26
2023
Q3 		$12.4M Buy
41,141
+295
+0.7% +$88.9K 0.27% 23
2023
Q2 		$11.7M Buy
40,846
+98
+0.2% +$24.2K 0.26% 23
2023
Q1 		$8.64M Buy
40,748
+4,907
+14% +$836K 0.25% 25
2022
Q4 		$4.31M Sell
35,841
-7,471
-17% -$877K 0.14% 39
2022
Q3 		$5.88M Buy
43,312
+10,600
+32% +$1.72M 0.28% 27
2022
Q2 		$5.28M Buy
32,712
+716
+2% +$138K 0.27% 25
2022
Q1 		$7.11M Buy
31,996
+1,285
+4% +$321K 0.34% 15
2021
Q4 		$10.3M Buy
+30,711
New +$10.2M 0.53% 12

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

Forum Financial Management's META Position: Q2 2026 in Review

Forum Financial Management increased its Meta Platforms (Facebook) (META) stake by 2.8% in Q2 2026, buying an estimated $382K and bringing the position to 23,254 shares worth $13.1M. The position accounts for 0.17% of the portfolio, ranked #29.

Forum Financial Management first reported a position in META in Q4 2021 and has held it in 19 quarters since. The position peaked at $28.3M in Q2 2025. 5,038 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Forum Financial Management held 23,254 shares of Meta Platforms (Facebook) worth $13.1M as of Q2 2026.
  • Forum Financial Management bought 625 Meta Platforms (Facebook) shares in Q2 2026, an estimated $382K.
  • Meta Platforms (Facebook) made up 0.17% of Forum Financial Management's portfolio in Q2 2026, its #29 holding.
  • Forum Financial Management first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's Meta Platforms (Facebook) position peaked at $28.3M in Q2 2025.
  • 5,038 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.