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Lipe & Dalton’s Meta Platforms (Facebook) META Stock Holding History

Lipe & Dalton’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 		$1.44M Sell
2,554
-75
-3% -$45.9K 0.67% 40
2026
Q1 		$1.5M Hold
2,629
– – 0.79% 37
2025
Q4 		$1.74M Sell
2,629
-67
-2% -$44.7K 0.86% 37
2025
Q3 		$1.98M Sell
2,696
-100
-4% -$74.4K 0.98% 36
2025
Q2 		$2.06M Buy
2,796
+51
+2% +$31.5K 1.11% 34
2025
Q1 		$1.58M Hold
2,745
– – 0.89% 38
2024
Q4 		$1.61M Sell
2,745
-75
-3% -$44K 0.85% 37
2024
Q3 		$1.61M Hold
2,820
– – 0.82% 40
2024
Q2 		$1.42M Buy
2,820
+225
+9% +$109K 0.76% 42
2024
Q1 		$1.26M Sell
2,595
-55
-2% -$24.5K 0.65% 44
2023
Q4 		$938K Buy
2,650
+55
+2% +$17.9K 0.51% 51
2023
Q3 		$779K Hold
2,595
– – 0.47% 54
2023
Q2 		$745K Hold
2,595
– – 0.42% 54
2023
Q1 		$550K Sell
2,595
-500
-16% -$85.2K 0.32% 60
2022
Q4 		$372K Sell
3,095
-155
-5% -$18.2K 0.21% 63
2022
Q3 		$441K Sell
3,250
-1,180
-27% -$191K 0.28% 60
2022
Q2 		$714K Buy
4,430
+845
+24% +$163K 0.42% 55
2022
Q1 		$797K Sell
3,585
-155
-4% -$38.7K 0.39% 54
2021
Q4 		$1.26M Sell
3,740
-145
-4% -$48.1K 0.6% 45
2021
Q3 		$1.32M Sell
3,885
-25
-0.6% -$9K 0.68% 41
2021
Q2 		$1.36M Buy
3,910
+3,255
+497% +$1.04M 0.71% 43
2021
Q1 		$193K Buy
655
+175
+36% +$47.1K 0.11% 76
2020
Q4 		$131K Hold
480
– – 0.08% 77
2020
Q3 		$126K Hold
480
– – 0.09% 76
2020
Q2 		$109K Sell
480
-50
-9% -$10.4K 0.08% 81
2020
Q1 		$88K Hold
530
– – 0.07% 80
2019
Q4 		$109K Sell
530
-100
-16% -$19.4K 0.07% 82
2019
Q3 		$112K Hold
630
– – 0.08% 80
2019
Q2 		$122K Buy
+630
New +$115K 0.09% 74

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

Lipe & Dalton's META Position: Q2 2026 in Review

Lipe & Dalton reduced its Meta Platforms (Facebook) (META) stake by 2.9% in Q2 2026, selling an estimated $45.9K and leaving 2,554 shares worth $1.44M. The position accounts for 0.67% of the portfolio, ranked #40.

Lipe & Dalton first reported a position in META in Q2 2019 and has held it in 29 quarters since. The position peaked at $2.06M in Q2 2025. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Lipe & Dalton held 2,554 shares of Meta Platforms (Facebook) worth $1.44M as of Q2 2026.
  • Lipe & Dalton sold 75 Meta Platforms (Facebook) shares in Q2 2026, an estimated $45.9K.
  • Meta Platforms (Facebook) made up 0.67% of Lipe & Dalton's portfolio in Q2 2026, its #40 holding.
  • Lipe & Dalton first reported a position in Meta Platforms (Facebook) in Q2 2019 and has held it in 29 quarters since.
  • Lipe & Dalton's Meta Platforms (Facebook) position peaked at $2.06M in Q2 2025.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Lipe & Dalton's 13F filing for Q2 2026, filed 14 Jul 2026.