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Mogy Joel R Investment Counsel’s Meta Platforms (Facebook) META Stock Holding History

Mogy Joel R Investment Counsel’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 		$53.7M Sell
95,355
-332
-0.3% -$203K 3.08% 11
2026
Q1 		$54.7M Sell
95,687
-923
-1% -$592K 3.43% 10
2025
Q4 		$63.8M Buy
96,610
+141
+0.1% +$94.2K 3.46% 10
2025
Q3 		$70.8M Sell
96,469
-41
-0% -$30.5K 3.88% 8
2025
Q2 		$71.2M Buy
96,510
+126
+0.1% +$77.9K 4.11% 6
2025
Q1 		$55.6M Sell
96,384
-95
-0.1% -$61.3K 3.58% 8
2024
Q4 		$56.5M Buy
96,479
+140
+0.1% +$82.2K 3.36% 11
2024
Q3 		$55.1M Buy
96,339
+500
+0.5% +$257K 3.38% 8
2024
Q2 		$48.3M Buy
95,839
+1,468
+2% +$714K 3.06% 12
2024
Q1 		$45.8M Sell
94,371
-1,132
-1% -$505K 3.11% 12
2023
Q4 		$33.8M Buy
95,503
+351
+0.4% +$114K 2.55% 16
2023
Q3 		$28.6M Sell
95,152
-124
-0.1% -$37.4K 2.4% 18
2023
Q2 		$27.3M Buy
95,276
+837
+0.9% +$207K 2.17% 19
2023
Q1 		$20M Buy
94,439
+250
+0.3% +$42.6K 1.78% 22
2022
Q4 		$11.3M Buy
94,189
+1,186
+1% +$139K 1.13% 30
2022
Q3 		$12.6M Buy
93,003
+110
+0.1% +$17.8K 1.32% 22
2022
Q2 		$15M Buy
92,893
+897
+1% +$173K 1.48% 22
2022
Q1 		$20.5M Buy
91,996
+1,203
+1% +$301K 1.62% 22
2021
Q4 		$30.5M Buy
90,793
+557
+0.6% +$185K 2.18% 16
2021
Q3 		$30.6M Buy
90,236
+890
+1% +$321K 2.51% 14
2021
Q2 		$31.1M Buy
89,346
+1,621
+2% +$520K 2.63% 14
2021
Q1 		$25.8M Buy
87,725
+809
+0.9% +$218K 2.48% 15
2020
Q4 		$23.7M Sell
86,916
-35
-0% -$9.6K 2.35% 15
2020
Q3 		$22.8M Buy
86,951
+400
+0.5% +$103K 2.45% 12
2020
Q2 		$19.7M Sell
86,551
-960
-1% -$200K 2.35% 15
2020
Q1 		$14.6M Sell
87,511
-942
-1% -$184K 2.07% 17
2019
Q4 		$18.2M Buy
88,453
+175
+0.2% +$33.9K 2.18% 17
2019
Q3 		$15.7M Sell
88,278
-530
-0.6% -$101K 1.99% 20
2019
Q2 		$17.1M Buy
88,808
+410
+0.5% +$74.9K 2.23% 17
2019
Q1 		$14.7M Buy
88,398
+1,205
+1% +$192K 1.99% 20
2018
Q4 		$11.4M Sell
87,193
-4,858
-5% -$704K 1.77% 20
2018
Q3 		$15.1M Buy
92,051
+1,061
+1% +$192K 2.03% 18
2018
Q2 		$17.7M Buy
90,990
+745
+0.8% +$135K 2.62% 12
2018
Q1 		$14.4M Sell
90,245
-750
-0.8% -$135K 2.24% 14
2017
Q4 		$16.1M Buy
90,995
+700
+0.8% +$124K 2.51% 13
2017
Q3 		$15.4M Buy
90,295
+2,865
+3% +$478K 2.57% 13
2017
Q2 		$13.2M Buy
87,430
+2,660
+3% +$396K 2.26% 16
2017
Q1 		$12M Buy
84,770
+230
+0.3% +$30.7K 2.08% 17
2016
Q4 		$9.73M Buy
84,540
+2,610
+3% +$321K 1.76% 21
2016
Q3 		$10.5M Buy
81,930
+28,275
+53% +$3.51M 1.93% 19
2016
Q2 		$6.13M Buy
53,655
+6,156
+13% +$709K 1.14% 32
2016
Q1 		$5.42M Buy
47,499
+43,361
+1,048% +$4.58M 1.01% 35
2015
Q4 		$4.33K Sell
4,138
-23,612
-85% -$2.43M 0.81% 37
2015
Q3 		$2.5M Buy
27,750
+5,775
+26% +$530K 0.49% 52
2015
Q2 		$1.89M Buy
21,975
+5,275
+32% +$431K 0.36% 59
2015
Q1 		$1.37M Buy
16,700
+7,025
+73% +$550K 0.26% 71
2014
Q4 		$755K Buy
9,675
+4,975
+106% +$380K 0.14% 89
2014
Q3 		$371K Buy
4,700
+500
+12% +$36.7K 0.07% 120
2014
Q2 		$283K Buy
4,200
+300
+8% +$18.5K 0.06% 133
2014
Q1 		$235K Hold
3,900
– – 0.05% 137
2013
Q4 		$213K Sell
3,900
-1,000
-20% -$50.2K 0.05% 142
2013
Q3 		$246K Buy
+4,900
New +$182K 0.06% 134

Other funds holding META

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Mogy Joel R Investment Counsel's META Position: Q2 2026 in Review

Mogy Joel R Investment Counsel reduced its Meta Platforms (Facebook) (META) stake by 0.35% in Q2 2026, selling an estimated $203K and leaving 95,355 shares worth $53.7M. The position accounts for 3.08% of the portfolio, ranked #11.

Mogy Joel R Investment Counsel first reported a position in META in Q3 2013 and has held it in 52 quarters since. The position peaked at $71.2M in Q2 2025. 1,646 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Mogy Joel R Investment Counsel held 95,355 shares of Meta Platforms (Facebook) worth $53.7M as of Q2 2026.
  • Mogy Joel R Investment Counsel sold 332 Meta Platforms (Facebook) shares in Q2 2026, an estimated $203K.
  • Meta Platforms (Facebook) made up 3.08% of Mogy Joel R Investment Counsel's portfolio in Q2 2026, its #11 holding.
  • Mogy Joel R Investment Counsel first reported a position in Meta Platforms (Facebook) in Q3 2013 and has held it in 52 quarters since.
  • Mogy Joel R Investment Counsel's Meta Platforms (Facebook) position peaked at $71.2M in Q2 2025.
  • 1,646 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Mogy Joel R Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.