Ironwood Financial’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
Q2
$317K Hold
482
0.05% 144
2026
Q1
$276K Hold
482
0.05% 145
2025
Q4
$310K Buy
482
+3
+0.6% +$2K 0.05% 138
2025
Q3
$352K Sell
479
-10
-2% -$7.44K 0.06% 131
2025
Q2
$282K Hold
489
0.06% 135
2025
Q1
$282K Hold
489
0.06% 135
2024
Q4
$286K Hold
489
0.06% 135
2024
Q3
$280K Hold
489
0.06% 132
2024
Q2
$247K Sell
489
-26
-5% -$12.6K 0.06% 135
2024
Q1
$250K Buy
+515
New +$230K 0.06% 140
2021
Q4
Sell
-298
Closed -$101K 374
2021
Q3
$101K Buy
298
+26
+10% +$9.36K 0.03% 142
2021
Q2
$95K Hold
272
0.03% 142
2021
Q1
$80K Hold
272
0.03% 141
2020
Q4
$74K Buy
272
+13
+5% +$3.56K 0.03% 143
2020
Q3
$68K Hold
259
0.03% 101
2020
Q2
$59K Hold
259
0.03% 100
2020
Q1
$43K Hold
259
0.03% 94
2019
Q4
$53K Hold
259
0.02% 108
2019
Q3
$46K Hold
259
0.02% 120
2019
Q2
$50K Hold
259
0.02% 109
2019
Q1
$43K Hold
259
0.02% 123
2018
Q4
$34K Sell
259
-160
-38% -$23.2K 0.02% 135
2018
Q3
$69K Buy
419
+185
+79% +$33.5K 0.04% 88
2018
Q2
$45K Hold
234
0.03% 91
2018
Q1
$37K Buy
234
+101
+76% +$18.1K 0.04% 92
2017
Q4
$23K Hold
133
0.01% 129
2017
Q3
$23K Hold
133
0.01% 133
2017
Q2
$20K Hold
133
0.01% 139
2017
Q1
$19K Hold
133
0.01% 138
2016
Q4
$15K Hold
133
0.01% 152
2016
Q3
$17K Hold
133
0.01% 140
2016
Q2
$15K Hold
133
0.01% 150
2016
Q1
$15K Buy
+133
New +$14K 0.01% 152
2015
Q3
$59K Hold
659
0.03% 102
2015
Q2
$56K Hold
659
0.03% 111
2015
Q1
$54K Buy
659
+29
+5% +$2.27K 0.03% 109
2014
Q4
$48K Buy
+630
New +$48.2K 0.03% 105

Other funds holding META

Ironwood Financial's META Position: Q2 2026 in Review

Ironwood Financial held its Meta Platforms (Facebook) (META) position steady in Q2 2026 at 482 shares worth $317K. The position accounts for 0.05% of the portfolio, ranked #144.

Ironwood Financial first reported a position in META in Q4 2014 and has held it in 37 quarters since. The position peaked at $352K in Q3 2025. 5,038 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Ironwood Financial held 482 shares of Meta Platforms (Facebook) worth $317K as of Q2 2026.
  • Ironwood Financial left its Meta Platforms (Facebook) share count unchanged in Q2 2026.
  • Meta Platforms (Facebook) made up 0.05% of Ironwood Financial's portfolio in Q2 2026, its #144 holding.
  • Ironwood Financial first reported a position in Meta Platforms (Facebook) in Q4 2014 and has held it in 37 quarters since.
  • Ironwood Financial's Meta Platforms (Facebook) position peaked at $352K in Q3 2025.
  • 5,038 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.