GIM
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Goelzer Investment Management’s Meta Platforms (Facebook) META Stock Holding History

Goelzer Investment 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 		$7.11M Sell
12,626
-337
-3% -$206K 0.31% 65
2026
Q1 		$7.42M Buy
12,963
+1,107
+9% +$709K 0.36% 57
2025
Q4 		$7.83M Buy
11,856
+2,885
+32% +$1.93M 0.36% 54
2025
Q3 		$6.59M Sell
8,971
-15
-0.2% -$11.2K 0.35% 62
2025
Q2 		$6.63M Sell
8,986
-709
-7% -$438K 0.36% 58
2025
Q1 		$5.59M Buy
9,695
+54
+0.6% +$34.8K 0.32% 73
2024
Q4 		$5.64M Buy
9,641
+557
+6% +$327K 0.33% 73
2024
Q3 		$5.2M Buy
9,084
+384
+4% +$198K 0.28% 86
2024
Q2 		$4.39M Sell
8,700
-36
-0.4% -$17.5K 0.25% 90
2024
Q1 		$4.24M Sell
8,736
-122
-1% -$54.4K 0.24% 94
2023
Q4 		$3.14M Buy
8,858
+286
+3% +$93.1K 0.2% 107
2023
Q3 		$2.57M Buy
8,572
+170
+2% +$51.2K 0.18% 110
2023
Q2 		$2.41M Buy
8,402
+6,093
+264% +$1.5M 0.2% 114
2023
Q1 		$489K Sell
2,309
-38
-2% -$6.47K 0.04% 184
2022
Q4 		$282K Buy
2,347
+443
+23% +$52K 0.02% 215
2022
Q3 		$258K Sell
1,904
-16,616
-90% -$2.69M 0.03% 213
2022
Q2 		$2.99M Buy
18,520
+169
+0.9% +$32.6K 0.29% 107
2022
Q1 		$4.08M Buy
18,351
+9,009
+96% +$2.25M 0.35% 90
2021
Q4 		$3.14M Sell
9,342
-390
-4% -$129K 0.26% 115
2021
Q3 		$3.3M Buy
9,732
+4,160
+75% +$1.5M 0.29% 108
2021
Q2 		$1.94M Buy
5,572
+254
+5% +$81.5K 0.16% 149
2021
Q1 		$1.57M Sell
5,318
-104
-2% -$28K 0.14% 150
2020
Q4 		$1.48M Buy
5,422
+75
+1% +$20.6K 0.14% 147
2020
Q3 		$1.4M Buy
5,347
+4,462
+504% +$1.15M 0.13% 154
2020
Q2 		$201K Buy
+885
New +$185K 0.02% 233
2018
Q3 		– Sell
-9,793
Closed -$1.9M – 208
2018
Q2 		$1.9M Sell
9,793
-3,743
-28% -$676K 0.22% 138
2018
Q1 		$2.16M Sell
13,536
-632
-4% -$113K 0.26% 129
2017
Q4 		$2.5M Sell
14,168
-410
-3% -$72.5K 0.28% 123
2017
Q3 		$2.49M Sell
14,578
-303
-2% -$50.6K 0.29% 118
2017
Q2 		$2.25M Sell
14,881
-485
-3% -$72.1K 0.28% 118
2017
Q1 		$2.18M Sell
15,366
-504
-3% -$67.4K 0.27% 121
2016
Q4 		$1.83M Sell
15,870
-17,253
-52% -$2.12M 0.24% 136
2016
Q3 		$4.25M Sell
33,123
-605
-2% -$75.1K 0.57% 66
2016
Q2 		$3.85M Sell
33,728
-2,760
-8% -$318K 0.53% 73
2016
Q1 		$4.16M Buy
36,488
+368
+1% +$38.8K 0.59% 67
2015
Q4 		$3.78M Buy
36,120
+1,086
+3% +$112K 0.55% 68
2015
Q3 		$3.15M Buy
35,034
+22,279
+175% +$2.04M 0.5% 87
2015
Q2 		$1.09M Buy
+12,755
New +$1.04M 0.17% 144

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

Goelzer Investment Management's META Position: Q2 2026 in Review

Goelzer Investment Management reduced its Meta Platforms (Facebook) (META) stake by 2.6% in Q2 2026, selling an estimated $206K and leaving 12,626 shares worth $7.11M. The position accounts for 0.31% of the portfolio, ranked #65.

Goelzer Investment Management first reported a position in META in Q2 2015 and has held it in 38 quarters since. The position peaked at $7.83M in Q4 2025. 1,646 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Goelzer Investment Management held 12,626 shares of Meta Platforms (Facebook) worth $7.11M as of Q2 2026.
  • Goelzer Investment Management sold 337 Meta Platforms (Facebook) shares in Q2 2026, an estimated $206K.
  • Meta Platforms (Facebook) made up 0.31% of Goelzer Investment Management's portfolio in Q2 2026, its #65 holding.
  • Goelzer Investment Management first reported a position in Meta Platforms (Facebook) in Q2 2015 and has held it in 38 quarters since.
  • Goelzer Investment Management's Meta Platforms (Facebook) position peaked at $7.83M in Q4 2025.
  • 1,646 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.