PFM
META icon

Peak Financial Management’s Meta Platforms (Facebook) META Stock Holding History

Peak Financial Management’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 		$388K Sell
689
-292
-30% -$179K 0.09% 67
2026
Q1 		$561K Buy
981
+495
+102% +$317K 0.14% 53
2025
Q4 		$321K Buy
486
+73
+18% +$48.7K 0.08% 72
2025
Q3 		$303K Buy
413
+60
+17% +$44.7K 0.08% 72
2025
Q2 		$261K Sell
353
-154
-30% -$95.2K 0.07% 78
2025
Q1 		$292K Sell
507
-85
-14% -$54.8K 0.09% 71
2024
Q4 		$347K Sell
592
-33
-5% -$19.4K 0.1% 70
2024
Q3 		$358K Hold
625
– – 0.11% 70
2024
Q2 		$315K Buy
625
+22
+4% +$10.7K 0.1% 72
2024
Q1 		$293K Sell
603
-100
-14% -$44.6K 0.09% 72
2023
Q4 		$249K Sell
703
-152
-18% -$49.5K 0.08% 68
2023
Q3 		$257K Buy
855
+10
+1% +$3.01K 0.09% 62
2023
Q2 		$242K Buy
+845
New +$209K 0.09% 74
2022
Q2 		– Sell
-931
Closed -$207K – 75
2022
Q1 		$207K Hold
931
– – 0.07% 74
2021
Q4 		$313K Buy
931
+270
+41% +$89.6K 0.1% 60
2021
Q3 		$224K Sell
661
-10
-1% -$3.6K 0.08% 67
2021
Q2 		$233K Sell
671
-315
-32% -$101K 0.08% 69
2021
Q1 		$290K Buy
986
+155
+19% +$41.7K 0.11% 57
2020
Q4 		$227K Buy
+831
New +$228K 0.09% 61
2018
Q1 		– Sell
-1,632
Closed -$288K – 50
2017
Q4 		$288K Hold
1,632
– – 0.11% 45
2017
Q3 		$279K Hold
1,632
– – 0.11% 42
2017
Q2 		$246K Hold
1,632
– – 0.1% 41
2017
Q1 		$232K Buy
+1,632
New +$218K 0.09% 42

Other funds holding META

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Peak Financial Management's META Position: Q2 2026 in Review

Peak Financial Management reduced its Meta Platforms (Facebook) (META) stake by 30% in Q2 2026, selling an estimated $179K and leaving 689 shares worth $388K. The position accounts for 0.09% of the portfolio, ranked #67.

Peak Financial Management first reported a position in META in Q1 2017 and has held it in 23 quarters since. The position peaked at $561K in Q1 2026. 2,382 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Peak Financial Management held 689 shares of Meta Platforms (Facebook) worth $388K as of Q2 2026.
  • Peak Financial Management sold 292 Meta Platforms (Facebook) shares in Q2 2026, an estimated $179K.
  • Meta Platforms (Facebook) made up 0.09% of Peak Financial Management's portfolio in Q2 2026, its #67 holding.
  • Peak Financial Management first reported a position in Meta Platforms (Facebook) in Q1 2017 and has held it in 23 quarters since.
  • Peak Financial Management's Meta Platforms (Facebook) position peaked at $561K in Q1 2026.
  • 2,382 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Peak Financial Management's 13F filing for Q2 2026, filed 20 Jul 2026.