Leonard Rickey Investment Advisors’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 | $1.41M | Sell |
2,470
-131
| -5% | -$84K | 0.24% | 37 |
|
|
2025
Q4 | $1.65M | Buy |
2,601
+146
| +6% | +$97.5K | 0.3% | 35 |
|
|
2025
Q3 | $1.8M | Buy |
2,455
+8
| +0.3% | +$5.95K | 0.34% | 35 |
|
|
2025
Q2 | $1.81M | Buy |
2,447
+51
| +2% | +$31.5K | 0.36% | 32 |
|
|
2025
Q1 | $1.27M | Sell |
2,396
-132
| -5% | -$85.2K | 0.27% | 34 |
|
|
2024
Q4 | $1.48M | Buy |
2,528
+90
| +4% | +$52.8K | 0.34% | 31 |
|
|
2024
Q3 | $1.4M | Sell |
2,438
-102
| -4% | -$52.5K | 0.32% | 33 |
|
|
2024
Q2 | $1.28M | Buy |
2,540
+292
| +13% | +$142K | 0.31% | 33 |
|
|
2024
Q1 | $1.09M | Sell |
2,248
-265
| -11% | -$118K | 0.28% | 36 |
|
|
2023
Q4 | $890K | Sell |
2,513
-43
| -2% | -$14K | 0.26% | 37 |
|
|
2023
Q3 | $767K | Sell |
2,556
-153
| -6% | -$46.1K | 0.25% | 38 |
|
|
2023
Q2 | $777K | Sell |
2,709
-197
| -7% | -$48.6K | 0.29% | 35 |
|
|
2023
Q1 | $616K | Sell |
2,906
-6
| -0.2% | -$1.02K | 0.24% | 38 |
|
|
2022
Q4 | $350K | Buy |
2,912
+58
| +2% | +$6.81K | 0.15% | 46 |
|
|
2022
Q3 | $387K | Sell |
2,854
-72
| -2% | -$11.7K | 0.18% | 42 |
|
|
2022
Q2 | $472K | Buy |
2,926
+116
| +4% | +$22.4K | 0.21% | 42 |
|
|
2022
Q1 | $625K | Buy |
2,810
+283
| +11% | +$70.7K | 0.24% | 39 |
|
|
2021
Q4 | $850K | Buy |
2,527
+7
| +0.3% | +$2.32K | 0.31% | 33 |
|
|
2021
Q3 | $855K | Buy |
2,520
+44
| +2% | +$15.8K | 0.36% | 33 |
|
|
2021
Q2 | $870K | Sell |
2,476
-428
| -15% | -$137K | 0.38% | 34 |
|
|
2021
Q1 | $855K | Buy |
2,904
+85
| +3% | +$22.9K | 0.34% | 30 |
|
|
2020
Q4 | $770K | Sell |
2,819
-104
| -4% | -$28.5K | 0.35% | 31 |
|
|
2020
Q3 | $766K | Buy |
2,923
+91
| +3% | +$23.5K | 0.48% | 26 |
|
|
2020
Q2 | $643K | Buy |
2,832
+576
| +26% | +$120K | 0.42% | 29 |
|
|
2020
Q1 | $376K | Sell |
2,256
-12
| -0.5% | -$2.35K | 0.29% | 35 |
|
|
2019
Q4 | $466K | Buy |
2,268
+28
| +1% | +$5.42K | 0.28% | 37 |
|
|
2019
Q3 | $399K | Buy |
2,240
+62
| +3% | +$11.8K | 0.27% | 39 |
|
|
2019
Q2 | $420K | Buy |
2,178
+481
| +28% | +$87.9K | 0.28% | 39 |
|
|
2019
Q1 | $283K | Buy |
1,697
+6
| +0.4% | +$954 | 0.2% | 55 |
|
|
2018
Q4 | $222K | Buy |
1,691
+4
| +0.2% | +$579 | 0.18% | 61 |
|
|
2018
Q3 | $277K | Hold |
1,687
| – | – | 0.2% | 52 |
|
|
2018
Q2 | $328K | Hold |
1,687
| – | – | 0.25% | 46 |
|
|
2018
Q1 | $270K | Sell |
1,687
-58
| -3% | -$10.4K | 0.21% | 52 |
|
|
2017
Q4 | $308K | Buy |
+1,745
| New | +$308K | 0.24% | 48 |
|
Other funds holding META
VCM
VPM
Leonard Rickey Investment Advisors's META Position: Q1 2026 in Review
Leonard Rickey Investment Advisors reduced its Meta Platforms (Facebook) (META) stake by 5% in Q1 2026, selling an estimated $84K and leaving 2,470 shares worth $1.41M. The position accounts for 0.24% of the portfolio, ranked #37.
Leonard Rickey Investment Advisors first reported a position in META in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.81M in Q2 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.
- Leonard Rickey Investment Advisors held 2,470 shares of Meta Platforms (Facebook) worth $1.41M as of Q1 2026.
- Leonard Rickey Investment Advisors sold 131 Meta Platforms (Facebook) shares in Q1 2026, an estimated $84K.
- Meta Platforms (Facebook) made up 0.24% of Leonard Rickey Investment Advisors's portfolio in Q1 2026, its #37 holding.
- Leonard Rickey Investment Advisors first reported a position in Meta Platforms (Facebook) in Q4 2017 and has held it in 34 quarters since.
- Leonard Rickey Investment Advisors's Meta Platforms (Facebook) position peaked at $1.81M in Q2 2025.
- 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.
Based on Leonard Rickey Investment Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.