Mascoma Wealth Management’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 | $443K | Sell |
787
-108
| -12% | -$66K | 0.08% | 59 |
|
|
2026
Q1 | $512K | Sell |
895
-2
| -0.2% | -$1.28K | 0.11% | 57 |
|
|
2025
Q4 | $592K | Buy |
897
+20
| +2% | +$13.4K | 0.13% | 52 |
|
|
2025
Q3 | $644K | Buy |
877
+2
| +0.2% | +$1.49K | 0.14% | 49 |
|
|
2025
Q2 | $646K | Hold |
875
| – | – | 0.15% | 43 |
|
|
2025
Q1 | $504K | Hold |
875
| – | – | 0.13% | 56 |
|
|
2024
Q4 | $512K | Buy |
875
+64
| +8% | +$37.6K | 0.13% | 53 |
|
|
2024
Q3 | $464K | Hold |
811
| – | – | 0.12% | 59 |
|
|
2024
Q2 | $409K | Hold |
811
| – | – | 0.11% | 64 |
|
|
2024
Q1 | $394K | Hold |
811
| – | – | 0.11% | 68 |
|
|
2023
Q4 | $287K | Hold |
811
| – | – | 0.09% | 81 |
|
|
2023
Q3 | $243K | Hold |
811
| – | – | 0.08% | 89 |
|
|
2023
Q2 | $254K | Sell |
811
-82
| -9% | -$20.2K | 0.08% | 89 |
|
|
2023
Q1 | $215K | Hold |
893
| – | – | 0.06% | 116 |
|
|
2022
Q4 | $107K | Sell |
893
-57
| -6% | -$6.69K | 0.03% | 156 |
|
|
2022
Q3 | $129K | Sell |
950
-189
| -17% | -$30.6K | 0.04% | 143 |
|
|
2022
Q2 | $184K | Sell |
1,139
-98
| -8% | -$18.9K | 0.06% | 118 |
|
|
2022
Q1 | $275K | Buy |
1,237
+87
| +8% | +$21.7K | 0.09% | 102 |
|
|
2021
Q4 | $387K | Buy |
1,150
+156
| +16% | +$51.8K | 0.13% | 73 |
|
|
2021
Q3 | $337K | Sell |
994
-15
| -1% | -$5.4K | 0.13% | 82 |
|
|
2021
Q2 | $351K | Buy |
1,009
+24
| +2% | +$7.7K | 0.15% | 77 |
|
|
2021
Q1 | $290K | Buy |
+985
| New | +$265K | 0.12% | 87 |
|
|
2019
Q3 | – | Sell |
-111
| Closed | -$21K | – | 241 |
|
|
2019
Q2 | $21K | Hold |
111
| – | – | 0.01% | 227 |
|
|
2019
Q1 | $19K | Hold |
111
| – | – | 0.01% | 226 |
|
|
2018
Q4 | $15K | Sell |
111
-6
| -5% | -$869 | 0.01% | 233 |
|
|
2018
Q3 | $19K | Sell |
117
-104
| -47% | -$18.8K | 0.01% | 239 |
|
|
2018
Q2 | $43K | Buy |
221
+21
| +11% | +$3.79K | 0.03% | 164 |
|
|
2018
Q1 | $32K | Sell |
200
-1,306
| -87% | -$234K | 0.02% | 179 |
|
|
2017
Q4 | $287K | Hold |
1,506
| – | – | 0.18% | 56 |
|
|
2017
Q3 | $257K | Buy |
1,506
+4
| +0.3% | +$668 | 0.17% | 60 |
|
|
2017
Q2 | $227K | Buy |
1,502
+106
| +8% | +$15.8K | 0.15% | 65 |
|
|
2017
Q1 | $198K | Hold |
1,396
| – | – | 0.14% | 64 |
|
|
2016
Q4 | $161K | Buy |
+1,396
| New | +$171K | 0.12% | 76 |
|
Other funds holding META
Mascoma Wealth Management's META Position: Q2 2026 in Review
Mascoma Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 12% in Q2 2026, selling an estimated $66K and leaving 787 shares worth $443K. The position accounts for 0.08% of the portfolio, ranked #59.
Mascoma Wealth Management first reported a position in META in Q4 2016 and has held it in 33 quarters since. The position peaked at $646K in Q2 2025. 5,038 funds tracked by Wall St. Rank hold META as of Q2 2026.
- Mascoma Wealth Management held 787 shares of Meta Platforms (Facebook) worth $443K as of Q2 2026.
- Mascoma Wealth Management sold 108 Meta Platforms (Facebook) shares in Q2 2026, an estimated $66K.
- Meta Platforms (Facebook) made up 0.08% of Mascoma Wealth Management's portfolio in Q2 2026, its #59 holding.
- Mascoma Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2016 and has held it in 33 quarters since.
- Mascoma Wealth Management's Meta Platforms (Facebook) position peaked at $646K in Q2 2025.
- 5,038 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.
Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.