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Goepper Burkhardt’s Meta Platforms (Facebook) META Stock Holding History

Goepper Burkhardt’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 		$687K Buy
1,219
+45
+4% +$27.5K 0.21% 56
2026
Q1 		$672K Sell
1,174
-46
-4% -$29.5K 0.22% 55
2025
Q4 		$805K Buy
1,220
+195
+19% +$130K 0.26% 44
2025
Q3 		$753K Buy
1,025
+45
+5% +$33.5K 0.26% 49
2025
Q2 		$723K Buy
980
+30
+3% +$18.5K 0.27% 46
2025
Q1 		$548K Buy
950
+25
+3% +$16.1K 0.22% 53
2024
Q4 		$542K Hold
925
– – 0.22% 48
2024
Q3 		$530K Hold
925
– – 0.22% 48
2024
Q2 		$466K Hold
925
– – 0.21% 51
2024
Q1 		$441K Buy
925
+73
+9% +$32.6K 0.21% 52
2023
Q4 		$399K Buy
852
+5
+0.6% +$1.63K 0.2% 54
2023
Q3 		$254K Sell
847
-7,623
-90% -$2.3M 0.16% 56
2023
Q2 		$243K Buy
8,470
+7,523
+794% +$1.86M 0.15% 58
2023
Q1 		$201K Buy
+947
New +$161K 0.13% 65
2022
Q2 		– Sell
-1,081
Closed -$240K – 64
2022
Q1 		$240K Buy
1,081
+56
+5% +$14K 0.15% 61
2021
Q4 		$345K Hold
1,025
– – 0.21% 49
2021
Q3 		$348K Buy
1,025
+25
+3% +$9K 0.22% 45
2021
Q2 		$348K Hold
1,000
– – 0.22% 47
2021
Q1 		$295K Hold
1,000
– – 0.2% 49
2020
Q4 		$273K Buy
+1,000
New +$274K 0.2% 51

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

Goepper Burkhardt's META Position: Q2 2026 in Review

Goepper Burkhardt increased its Meta Platforms (Facebook) (META) stake by 3.8% in Q2 2026, buying an estimated $27.5K and bringing the position to 1,219 shares worth $687K. The position accounts for 0.21% of the portfolio, ranked #56.

Goepper Burkhardt first reported a position in META in Q4 2020 and has held it in 20 quarters since. The position peaked at $805K in Q4 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Goepper Burkhardt held 1,219 shares of Meta Platforms (Facebook) worth $687K as of Q2 2026.
  • Goepper Burkhardt bought 45 Meta Platforms (Facebook) shares in Q2 2026, an estimated $27.5K.
  • Meta Platforms (Facebook) made up 0.21% of Goepper Burkhardt's portfolio in Q2 2026, its #56 holding.
  • Goepper Burkhardt first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 20 quarters since.
  • Goepper Burkhardt's Meta Platforms (Facebook) position peaked at $805K in Q4 2025.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Goepper Burkhardt's 13F filing for Q2 2026, filed 10 Aug 2026.