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Klingman & Associates’s Meta Platforms (Facebook) META Stock Holding History

Klingman & Associates’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 		$3.97M Buy
7,055
+353
+5% +$216K 0.17% 55
2026
Q1 		$3.83M Buy
6,702
+216
+3% +$138K 0.18% 55
2025
Q4 		$4.28M Sell
6,486
-29
-0.4% -$19.4K 0.21% 51
2025
Q3 		$4.78M Buy
6,515
+629
+11% +$468K 0.24% 47
2025
Q2 		$4.34M Buy
5,886
+972
+20% +$601K 0.24% 46
2025
Q1 		$2.83M Buy
4,914
+296
+6% +$191K 0.17% 57
2024
Q4 		$2.7M Buy
4,618
+570
+14% +$335K 0.17% 57
2024
Q3 		$2.32M Sell
4,048
-71
-2% -$36.5K 0.14% 65
2024
Q2 		$2.08M Buy
4,119
+169
+4% +$82.2K 0.14% 64
2024
Q1 		$1.92M Buy
3,950
+102
+3% +$45.5K 0.13% 71
2023
Q4 		$1.36M Sell
3,848
-281
-7% -$91.5K 0.1% 76
2023
Q3 		$1.24M Buy
4,129
+491
+13% +$148K 0.1% 79
2023
Q2 		$1.04M Buy
3,638
+81
+2% +$20K 0.08% 85
2023
Q1 		$754K Sell
3,557
-160
-4% -$27.2K 0.06% 96
2022
Q4 		$447K Buy
3,717
+606
+19% +$71.2K 0.04% 125
2022
Q3 		$422K Sell
3,111
-145
-4% -$23.5K 0.04% 118
2022
Q2 		$525K Sell
3,256
-463
-12% -$89.3K 0.05% 104
2022
Q1 		$827K Sell
3,719
-225
-6% -$56.2K 0.07% 80
2021
Q4 		$1.33M Buy
3,944
+1,117
+40% +$371K 0.11% 62
2021
Q3 		$959K Buy
2,827
+350
+14% +$126K 0.09% 70
2021
Q2 		$861K Buy
2,477
+272
+12% +$87.3K 0.08% 74
2021
Q1 		$649K Buy
2,205
+75
+4% +$20.2K 0.07% 83
2020
Q4 		$582K Buy
2,130
+12
+0.6% +$3.29K 0.07% 84
2020
Q3 		$555K Buy
2,118
+876
+71% +$226K 0.07% 77
2020
Q2 		$282K Buy
1,242
+9
+0.7% +$1.88K 0.04% 107
2020
Q1 		$206K Sell
1,233
-695
-36% -$136K 0.04% 116
2019
Q4 		$396K Sell
1,928
-411
-18% -$79.6K 0.06% 87
2019
Q3 		$417K Sell
2,339
-142
-6% -$27K 0.07% 78
2019
Q2 		$479K Buy
2,481
+253
+11% +$46.2K 0.09% 72
2019
Q1 		$371K Buy
2,228
+634
+40% +$101K 0.07% 85
2018
Q4 		$209K Hold
1,594
– – 0.05% 101
2018
Q3 		$262K Sell
1,594
-123
-7% -$22.3K 0.05% 95
2018
Q2 		$334K Sell
1,717
-89
-5% -$16.1K 0.07% 81
2018
Q1 		$289K Buy
1,806
+160
+10% +$28.7K 0.06% 86
2017
Q4 		$290K Sell
1,646
-131
-7% -$23.2K 0.06% 94
2017
Q3 		$304K Buy
+1,777
New +$297K 0.07% 76
2016
Q4 		– Sell
-462
Closed -$59K – 230
2016
Q3 		$59K Buy
462
+113
+32% +$14K 0.02% 175
2016
Q2 		$40K Hold
349
– – 0.01% 209
2016
Q1 		$40K Sell
349
-33
-9% -$3.48K 0.01% 206
2015
Q4 		$40K Buy
382
+200
+110% +$20.5K 0.02% 218
2015
Q3 		$16K Sell
182
-244
-57% -$22.4K 0.01% 281
2015
Q2 		$37K Buy
426
+389
+1,051% +$31.8K 0.01% 202
2015
Q1 		$3K Hold
37
– – ﹤0.01% 341
2014
Q4 		$2K Buy
+37
New +$2.83K ﹤0.01% 360

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

Klingman & Associates's META Position: Q2 2026 in Review

Klingman & Associates increased its Meta Platforms (Facebook) (META) stake by 5.3% in Q2 2026, buying an estimated $216K and bringing the position to 7,055 shares worth $3.97M. The position accounts for 0.17% of the portfolio, ranked #55.

Klingman & Associates first reported a position in META in Q4 2014 and has held it in 44 quarters since. The position peaked at $4.78M in Q3 2025. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Klingman & Associates held 7,055 shares of Meta Platforms (Facebook) worth $3.97M as of Q2 2026.
  • Klingman & Associates bought 353 Meta Platforms (Facebook) shares in Q2 2026, an estimated $216K.
  • Meta Platforms (Facebook) made up 0.17% of Klingman & Associates's portfolio in Q2 2026, its #55 holding.
  • Klingman & Associates first reported a position in Meta Platforms (Facebook) in Q4 2014 and has held it in 44 quarters since.
  • Klingman & Associates's Meta Platforms (Facebook) position peaked at $4.78M in Q3 2025.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.