IMA Advisory Services’s Meta Platforms (Facebook) META Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.53M | Sell |
13,162
-284
| -2% | -$182K | 0.74% | 28 |
|
|
2025
Q4 | $8.88M | Buy |
13,446
+338
| +3% | +$226K | 0.85% | 27 |
|
|
2025
Q3 | $9.63M | Sell |
13,108
-34
| -0.3% | -$25.3K | 0.97% | 24 |
|
|
2025
Q2 | $9.7M | Buy |
13,142
+443
| +3% | +$274K | 1.04% | 22 |
|
|
2025
Q1 | $7.32M | Buy |
12,699
+60
| +0.5% | +$38.7K | 0.87% | 24 |
|
|
2024
Q4 | $7.4M | Buy |
12,639
+103
| +0.8% | +$60.5K | 0.89% | 28 |
|
|
2024
Q3 | $7.18M | Buy |
12,536
+329
| +3% | +$169K | 1.56% | 17 |
|
|
2024
Q2 | $6.16M | Buy |
12,207
+750
| +7% | +$365K | 2.72% | 10 |
|
|
2024
Q1 | $5.56M | Buy |
11,457
+1,988
| +21% | +$887K | 2.63% | 11 |
|
|
2023
Q4 | $3.35M | Sell |
9,469
-106
| -1% | -$34.5K | 1.68% | 18 |
|
|
2023
Q3 | $2.87M | Sell |
9,575
-149
| -2% | -$44.9K | 0.74% | 44 |
|
|
2023
Q2 | $2.79M | Buy |
9,724
+341
| +4% | +$84.1K | 0.72% | 47 |
|
|
2023
Q1 | $1.99M | Sell |
9,383
-6,150
| -40% | -$1.05M | 0.51% | 56 |
|
|
2022
Q4 | $1.87M | Sell |
15,533
-1,825
| -11% | -$214K | 0.49% | 61 |
|
|
2022
Q3 | $2.35M | Sell |
17,358
-1,553
| -8% | -$252K | 0.63% | 48 |
|
|
2022
Q2 | $3.05M | Buy |
18,911
+5,128
| +37% | +$989K | 0.75% | 37 |
|
|
2022
Q1 | $3.06M | Buy |
13,783
+1,630
| +13% | +$407K | 0.7% | 41 |
|
|
2021
Q4 | $4.09M | Sell |
12,153
-912
| -7% | -$303K | 0.9% | 26 |
|
|
2021
Q3 | $4.43M | Sell |
13,065
-661
| -5% | -$238K | 1.05% | 22 |
|
|
2021
Q2 | $4.77M | Sell |
13,726
-1,277
| -9% | -$410K | 1.12% | 20 |
|
|
2021
Q1 | $4.42M | Buy |
15,003
+696
| +5% | +$187K | 1.08% | 20 |
|
|
2020
Q4 | $3.91M | Buy |
14,307
+2,846
| +25% | +$780K | 1.1% | 23 |
|
|
2020
Q3 | $3M | Sell |
11,461
-145
| -1% | -$37.4K | 1.01% | 28 |
|
|
2020
Q2 | $2.63M | Buy |
11,606
+830
| +8% | +$173K | 0.95% | 35 |
|
|
2020
Q1 | $1.8M | Buy |
+10,776
| New | +$2.11M | 0.79% | 48 |
|
|
2018
Q4 | – | Sell |
-81
| Closed | -$13K | – | 339 |
|
|
2018
Q3 | $13K | Sell |
81
-547
| -87% | -$99K | 0.01% | 211 |
|
|
2018
Q2 | $122K | Buy |
+628
| New | +$113K | 0.05% | 128 |
|
|
2018
Q1 | – | Sell |
-20,287
| Closed | -$3.58M | – | 117 |
|
|
2017
Q4 | $3.58M | Buy |
20,287
+844
| +4% | +$149K | 1.6% | 14 |
|
|
2017
Q3 | $3.32M | Sell |
19,443
-171
| -0.9% | -$28.5K | 1.54% | 14 |
|
|
2017
Q2 | $2.96M | Sell |
19,614
-728
| -4% | -$108K | 1.42% | 15 |
|
|
2017
Q1 | $2.89M | Sell |
20,342
-15,554
| -43% | -$2.08M | 1.45% | 16 |
|
|
2016
Q4 | $4.13M | Sell |
35,896
-2,530
| -7% | -$311K | 2.54% | 5 |
|
|
2016
Q3 | $4.93M | Buy |
38,426
+345
| +0.9% | +$42.8K | 2.82% | 4 |
|
|
2016
Q2 | $4.29M | Sell |
38,081
-6,384
| -14% | -$736K | 2.69% | 5 |
|
|
2016
Q1 | $5.01M | Buy |
44,465
+440
| +1% | +$46.4K | 2.9% | 5 |
|
|
2015
Q4 | $4.47M | Sell |
44,025
-7
| -0% | -$719 | 2.71% | 5 |
|
|
2015
Q3 | $3.85M | Sell |
44,032
-228
| -0.5% | -$20.9K | 2.44% | 8 |
|
|
2015
Q2 | $3.8M | Buy |
44,260
+200
| +0.5% | +$16.3K | 1.81% | 9 |
|
|
2015
Q1 | $3.62M | Buy |
44,060
+1,360
| +3% | +$107K | 1.76% | 16 |
|
|
2014
Q4 | $3.33M | Buy |
42,700
+520
| +1% | +$39.8K | 1.72% | 13 |
|
|
2014
Q3 | $3.33M | Buy |
42,180
+430
| +1% | +$31.5K | 1.57% | 11 |
|
|
2014
Q2 | $2.81M | Buy |
+41,750
| New | +$2.57M | 1.29% | 22 |
|
Other funds holding META
VCM
VPM
IMA Advisory Services's META Position: Q1 2026 in Review
IMA Advisory Services reduced its Meta Platforms (Facebook) (META) stake by 2.1% in Q1 2026, selling an estimated $182K and leaving 13,162 shares worth $7.53M. The position accounts for 0.74% of the portfolio, ranked #28.
IMA Advisory Services first reported a position in META in Q2 2014 and has held it in 42 quarters since. The position peaked at $9.7M in Q2 2025. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.
- IMA Advisory Services held 13,162 shares of Meta Platforms (Facebook) worth $7.53M as of Q1 2026.
- IMA Advisory Services sold 284 Meta Platforms (Facebook) shares in Q1 2026, an estimated $182K.
- Meta Platforms (Facebook) made up 0.74% of IMA Advisory Services's portfolio in Q1 2026, its #28 holding.
- IMA Advisory Services first reported a position in Meta Platforms (Facebook) in Q2 2014 and has held it in 42 quarters since.
- IMA Advisory Services's Meta Platforms (Facebook) position peaked at $9.7M in Q2 2025.
- 5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.
Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.