Fulcrum Equity Management’s Meta Platforms (Facebook) META Stock Holding History

Fulcrum Equity 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	$785K	Sell	1,394 -105	-7%	-$64.2K	0.58%	42
2026 Q1	$858K	Sell	1,499 -347	-19%	-$222K	0.83%	27
2025 Q4	$1.22M	Buy	1,846 +946	+105%	+$632K	1.17%	19
2025 Q3	$661K	Sell	900 -18	-2%	-$13.4K	0.67%	39
2025 Q2	$678K	Buy	918 +207	+29%	+$128K	0.7%	40
2025 Q1	$410K	Buy	711 +45	+7%	+$29K	0.45%	54
2024 Q4	$390K	Sell	666 -228	-26%	-$134K	0.39%	69
2024 Q3	$512K	Buy	894 +103	+13%	+$53K	0.43%	76
2024 Q2	$399K	Buy	791 +244	+45%	+$119K	0.36%	87
2024 Q1	$266K	Buy	+547	New	+$244K	0.31%	98
2022 Q2	–	Sell	-940	Closed	-$209K	–	98
2022 Q1	$209K	Sell	940 -53	-5%	-$13.2K	0.12%	102
2021 Q4	$334K	Sell	993 -14	-1%	-$4.65K	0.12%	117
2021 Q3	$342K	Buy	+1,007	New	+$363K	0.13%	117
2019 Q4	–	Sell	-30	Closed	-$5K	–	175
2019 Q3	$5K	Buy	+30	New	+$5.7K	﹤0.01%	155

Other funds holding META

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fulcrum Equity Management's META Position: Q2 2026 in Review

Fulcrum Equity Management reduced its Meta Platforms (Facebook) (META) stake by 7% in Q2 2026, selling an estimated $64.2K and leaving 1,394 shares worth $785K. The position accounts for 0.58% of the portfolio, ranked #42.

Fulcrum Equity Management first reported a position in META in Q3 2019 and has held it in 14 quarters since. The position peaked at $1.22M in Q4 2025. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

Fulcrum Equity Management held 1,394 shares of Meta Platforms (Facebook) worth $785K as of Q2 2026.
Fulcrum Equity Management sold 105 Meta Platforms (Facebook) shares in Q2 2026, an estimated $64.2K.
Meta Platforms (Facebook) made up 0.58% of Fulcrum Equity Management's portfolio in Q2 2026, its #42 holding.
Fulcrum Equity Management first reported a position in Meta Platforms (Facebook) in Q3 2019 and has held it in 14 quarters since.
Fulcrum Equity Management's Meta Platforms (Facebook) position peaked at $1.22M in Q4 2025.
5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.