Heritage Investment Group’s Meta Platforms (Facebook) META Stock Holding History

Heritage Investment Group’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	$485K	Buy	860 +3	+0.4%	+$1.83K	0.07%	83
2026 Q1	$490K	Sell	857 -158	-16%	-$101K	0.07%	78
2025 Q4	$670K	Buy	1,015 +55	+6%	+$36.7K	0.1%	64
2025 Q3	$705K	Buy	960 +75	+8%	+$55.8K	0.11%	56
2025 Q2	$653K	Buy	885 +200	+29%	+$124K	0.11%	56
2025 Q1	$395K	Hold	685	–	–	0.07%	72
2024 Q4	$401K	Sell	685 -7	-1%	-$4.11K	0.07%	73
2024 Q3	$396K	Buy	692 +140	+25%	+$72K	0.08%	67
2024 Q2	$278K	Hold	552	–	–	0.06%	84
2024 Q1	$268K	Buy	+552	New	+$246K	0.06%	87

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 $3.38T AUM 44.17% 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

Heritage Investment Group's META Position: Q2 2026 in Review

Heritage Investment Group increased its Meta Platforms (Facebook) (META) stake by 0.35% in Q2 2026, buying an estimated $1.83K and bringing the position to 860 shares worth $485K. The position accounts for 0.07% of the portfolio, ranked #83.

Heritage Investment Group first reported a position in META in Q1 2024 and has held it in 10 quarters since. The position peaked at $705K in Q3 2025. 5,088 funds tracked by Wall St. Rank hold META as of Q2 2026.

Heritage Investment Group held 860 shares of Meta Platforms (Facebook) worth $485K as of Q2 2026.
Heritage Investment Group bought 3 Meta Platforms (Facebook) shares in Q2 2026, an estimated $1.83K.
Meta Platforms (Facebook) made up 0.07% of Heritage Investment Group's portfolio in Q2 2026, its #83 holding.
Heritage Investment Group first reported a position in Meta Platforms (Facebook) in Q1 2024 and has held it in 10 quarters since.
Heritage Investment Group's Meta Platforms (Facebook) position peaked at $705K in Q3 2025.
5,088 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Heritage Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.