Milestone Asset Management Group’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
$2.44M Buy
4,326
+42
+1% +$25.7K 1.23% 28
2026
Q1
$2.45M Sell
4,284
-286
-6% -$183K 1.43% 23
2025
Q4
$3.02M Buy
4,570
+449
+11% +$300K 1.7% 20
2025
Q3
$3.03M Sell
4,121
-116
-3% -$86.3K 1.9% 16
2025
Q2
$3.13M Sell
4,237
-285
-6% -$176K 2.32% 16
2025
Q1
$2.61M Sell
4,522
-25
-0.5% -$16.1K 2.36% 15
2024
Q4
$2.66M Buy
+4,547
New +$2.67M 2.38% 12

Other funds holding META

Milestone Asset Management Group's META Position: Q2 2026 in Review

Milestone Asset Management Group increased its Meta Platforms (Facebook) (META) stake by 0.98% in Q2 2026, buying an estimated $25.7K and bringing the position to 4,326 shares worth $2.44M. The position accounts for 1.23% of the portfolio, ranked #28.

Milestone Asset Management Group first reported a position in META in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.13M in Q2 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Milestone Asset Management Group held 4,326 shares of Meta Platforms (Facebook) worth $2.44M as of Q2 2026.
  • Milestone Asset Management Group bought 42 Meta Platforms (Facebook) shares in Q2 2026, an estimated $25.7K.
  • Meta Platforms (Facebook) made up 1.23% of Milestone Asset Management Group's portfolio in Q2 2026, its #28 holding.
  • Milestone Asset Management Group first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 7 quarters since.
  • Milestone Asset Management Group's Meta Platforms (Facebook) position peaked at $3.13M in Q2 2025.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Milestone Asset Management Group's 13F filing for Q2 2026, filed 30 Jul 2026.