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Joel Isaacson & Co’s Meta Platforms (Facebook) META Stock Holding History

Joel Isaacson & Co’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 		$30.7M Sell
54,477
-156
-0.3% -$95.4K 0.89% 20
2026
Q1 		$31.3M Sell
54,633
-1,105
-2% -$708K 1.04% 18
2025
Q4 		$36.8M Buy
55,738
+3,302
+6% +$2.2M 1.21% 18
2025
Q3 		$38.5M Buy
52,436
+5,935
+13% +$4.42M 1.39% 16
2025
Q2 		$34.3M Sell
46,501
-232
-0.5% -$143K 1.4% 16
2025
Q1 		$26.9M Buy
46,733
+285
+0.6% +$184K 1.22% 16
2024
Q4 		$27.2M Buy
46,448
+438
+1% +$257K 1.23% 17
2024
Q3 		$26.3M Buy
46,010
+2,360
+5% +$1.21M 1.26% 16
2024
Q2 		$22M Sell
43,650
-25
-0.1% -$12.2K 1.16% 18
2024
Q1 		$21.2M Sell
43,675
-1,281
-3% -$571K 1.16% 16
2023
Q4 		$15.9M Sell
44,956
-188
-0.4% -$61.2K 0.98% 18
2023
Q3 		$13.6M Buy
45,144
+302
+0.7% +$91K 0.93% 18
2023
Q2 		$12.9M Sell
44,842
-5,326
-11% -$1.31M 0.86% 18
2023
Q1 		$10.6M Sell
50,168
-2,025
-4% -$345K 0.76% 20
2022
Q4 		$6.28M Sell
52,193
-617
-1% -$72.5K 0.48% 26
2022
Q3 		$7.17M Hold
52,810
– – 0.62% 24
2022
Q2 		$8.52M Sell
52,810
-1,636
-3% -$316K 0.72% 21
2022
Q1 		$11.5M Sell
54,446
-248
-0.5% -$62K 0.84% 20
2021
Q4 		$18.4M Buy
54,694
+2,063
+4% +$685K 1.26% 17
2021
Q3 		$17.9M Sell
52,631
-570
-1% -$205K 1.35% 15
2021
Q2 		$18.5M Sell
53,201
-5,120
-9% -$1.64M 1.44% 16
2021
Q1 		$17.2M Buy
58,321
+158
+0.3% +$42.5K 1.51% 15
2020
Q4 		$15.9M Sell
58,163
-439
-0.7% -$120K 1.56% 14
2020
Q3 		$15.3M Buy
58,602
+1,121
+2% +$289K 2% 9
2020
Q2 		$13.1M Sell
57,481
-4,606
-7% -$962K 1.86% 10
2020
Q1 		$10.4M Sell
62,087
-657
-1% -$129K 1.8% 11
2019
Q4 		$12.9M Sell
62,744
-26,714
-30% -$5.17M 1.69% 11
2019
Q3 		$15.9M Sell
89,458
-1,457
-2% -$277K 2.27% 11
2019
Q2 		$17.5M Sell
90,915
-5,054
-5% -$923K 2.55% 9
2019
Q1 		$16M Sell
95,969
-892
-0.9% -$142K 2.33% 10
2018
Q4 		$13.9M Sell
96,861
-822
-0.8% -$119K 2.21% 10
2018
Q3 		$16.1M Sell
97,683
-4,874
-5% -$882K 2.53% 9
2018
Q2 		$19.9M Buy
102,557
+538
+0.5% +$97.2K 3.34% 6
2018
Q1 		$16.3M Buy
102,019
+14,340
+16% +$2.57M 2.84% 8
2017
Q4 		$15.5M Buy
87,679
+1,217
+1% +$215K 2.68% 9
2017
Q3 		$14.8M Buy
86,462
+538
+0.6% +$89.8K 2.7% 8
2017
Q2 		$13M Sell
85,924
-1,169
-1% -$174K 2.45% 10
2017
Q1 		$12.4M Buy
87,093
+2,900
+3% +$388K 2.43% 10
2016
Q4 		$9.69M Buy
84,193
+578
+0.7% +$71K 1.95% 10
2016
Q3 		$10.7M Sell
83,615
-1,685
-2% -$209K 2.2% 10
2016
Q2 		$9.75M Buy
85,300
+2,408
+3% +$277K 2.07% 9
2016
Q1 		$9.46M Buy
82,892
+61,516
+288% +$6.49M 2.09% 10
2015
Q4 		$2.24M Sell
21,376
-21,423
-50% -$2.2M 0.55% 22
2015
Q3 		$3.85M Buy
42,799
+22,332
+109% +$2.05M 1.03% 13
2015
Q2 		$1.75M Sell
20,467
-45
-0.2% -$3.67K 0.45% 25
2015
Q1 		$1.69M Buy
20,512
+1,506
+8% +$118K 0.43% 27
2014
Q4 		$1.48M Buy
19,006
+4,992
+36% +$382K 0.4% 29
2014
Q3 		$1.11M Buy
14,014
+1,743
+14% +$128K 0.34% 40
2014
Q2 		$826K Sell
12,271
-716
-6% -$44K 0.26% 51
2014
Q1 		$782K Buy
12,987
+2,039
+19% +$129K 0.26% 51
2013
Q4 		$598K Buy
10,948
+1,657
+18% +$83.2K 0.22% 52
2013
Q3 		$467K Buy
9,291
+859
+10% +$32K 0.19% 54
2013
Q2 		$210K Buy
+8,432
New +$216K 0.1% 87

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

Joel Isaacson & Co's META Position: Q2 2026 in Review

Joel Isaacson & Co reduced its Meta Platforms (Facebook) (META) stake by 0.29% in Q2 2026, selling an estimated $95.4K and leaving 54,477 shares worth $30.7M. The position accounts for 0.89% of the portfolio, ranked #20.

Joel Isaacson & Co first reported a position in META in Q2 2013 and has held it in 53 quarters since. The position peaked at $38.5M in Q3 2025. 5,038 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Joel Isaacson & Co held 54,477 shares of Meta Platforms (Facebook) worth $30.7M as of Q2 2026.
  • Joel Isaacson & Co sold 156 Meta Platforms (Facebook) shares in Q2 2026, an estimated $95.4K.
  • Meta Platforms (Facebook) made up 0.89% of Joel Isaacson & Co's portfolio in Q2 2026, its #20 holding.
  • Joel Isaacson & Co first reported a position in Meta Platforms (Facebook) in Q2 2013 and has held it in 53 quarters since.
  • Joel Isaacson & Co's Meta Platforms (Facebook) position peaked at $38.5M in Q3 2025.
  • 5,038 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.