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Graybill Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Graybill Wealth 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
2025
Q2 		– Sell
-200
Closed -$115K – 128
2025
Q1 		$115K Buy
+200
New +$129K 0.04% 86
2022
Q1 		– Sell
-10,689
Closed -$3.6M – 50
2021
Q4 		$3.6M Buy
+10,689
New +$3.55M 1.63% 34
2018
Q1 		– Sell
-13,120
Closed -$2.31M – 47
2017
Q4 		$2.31M Sell
13,120
-6,034
-32% -$1.07M 1.67% 37
2017
Q3 		$3.27M Sell
19,154
-115
-0.6% -$19.2K 2.42% 19
2017
Q2 		$2.91M Buy
19,269
+18
+0.1% +$2.68K 2.3% 26
2017
Q1 		$2.73M Buy
19,251
+15
+0.1% +$2K 2.17% 27
2016
Q4 		$2.21M Buy
19,236
+595
+3% +$73.1K 1.89% 31
2016
Q3 		$2.39M Buy
18,641
+105
+0.6% +$13K 2.22% 28
2016
Q2 		$2.12M Sell
18,536
-9,405
-34% -$1.08M 1.96% 31
2016
Q1 		$3.19M Sell
27,941
-15
-0.1% -$1.58K 2.88% 12
2015
Q4 		$2.93M Sell
27,956
-1,105
-4% -$114K 2.53% 17
2015
Q3 		$2.61M Buy
29,061
+36
+0.1% +$3.3K 2.14% 20
2015
Q2 		$2.49M Sell
29,025
-565
-2% -$46.1K 1.84% 31
2015
Q1 		$2.43M Sell
29,590
-185
-0.6% -$14.5K 1.83% 33
2014
Q4 		$2.32M Buy
29,775
+65
+0.2% +$4.97K 1.76% 35
2014
Q3 		$2.35M Sell
29,710
-12,885
-30% -$945K 1.8% 34
2014
Q2 		$2.87M Sell
42,595
-90
-0.2% -$5.54K 2.22% 17
2014
Q1 		$2.57M Sell
42,685
-555
-1% -$35.2K 2.12% 24
2013
Q4 		$2.36M Sell
43,240
-37,220
-46% -$1.87M 2.06% 29
2013
Q3 		$4.04M Sell
80,460
-2,165
-3% -$80.6K 3.45% 1
2013
Q2 		$2.06M Buy
+82,625
New +$2.12M 1.85% 30

Other funds holding META

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Graybill Wealth Management's META Position: Q2 2025 in Review

Graybill Wealth Management sold out of Meta Platforms (Facebook) (META) in Q2 2025, closing a stake of 200 shares — an estimated $115K sold.

Graybill Wealth Management first reported a position in META in Q2 2013 and held it in 21 quarters. The position peaked at $4.04M in Q3 2013. 4,830 funds tracked by Wall St. Rank hold META as of Q2 2025.

  • Graybill Wealth Management reported no remaining Meta Platforms (Facebook) position as of Q2 2025 after selling out during the quarter.
  • Graybill Wealth Management sold 200 Meta Platforms (Facebook) shares in Q2 2025, an estimated $115K.
  • Graybill Wealth Management first reported a position in Meta Platforms (Facebook) in Q2 2013 and held it in 21 quarters.
  • Graybill Wealth Management's Meta Platforms (Facebook) position peaked at $4.04M in Q3 2013.
  • 4,830 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2025.

Based on Graybill Wealth Management's 13F filing for Q2 2025, filed 31 Jul 2025.