Perigon 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
Q1 | $42.5M | Sell |
74,279
-597
| -0.8% | -$383K | 0.77% | 20 |
|
|
2025
Q4 | $49.4M | Buy |
74,876
+3,212
| +4% | +$2.14M | 0.88% | 18 |
|
|
2025
Q3 | $52.6M | Buy |
71,664
+2,048
| +3% | +$1.52M | 1.07% | 11 |
|
|
2025
Q2 | $51.4M | Sell |
69,616
-1,090
| -2% | -$674K | 1.2% | 10 |
|
|
2025
Q1 | $40.8M | Buy |
70,706
+307
| +0.4% | +$198K | 1.05% | 12 |
|
|
2024
Q4 | $43M | Sell |
70,399
-3,468
| -5% | -$2.04M | 1.06% | 12 |
|
|
2024
Q3 | $42.3M | Buy |
73,867
+1,282
| +2% | +$660K | 1.12% | 12 |
|
|
2024
Q2 | $36.6M | Buy |
72,585
+519
| +0.7% | +$252K | 1.06% | 13 |
|
|
2024
Q1 | $35M | Sell |
72,066
-8,724
| -11% | -$3.89M | 1.06% | 14 |
|
|
2023
Q4 | $28.6M | Buy |
80,790
+14,652
| +22% | +$4.77M | 0.94% | 17 |
|
|
2023
Q3 | $19.9M | Sell |
66,138
-612
| -0.9% | -$184K | 0.8% | 22 |
|
|
2023
Q2 | $18.7M | Buy |
66,750
+33,842
| +103% | +$8.35M | 0.73% | 26 |
|
|
2023
Q1 | $6.97M | Buy |
32,908
+614
| +2% | +$105K | 0.4% | 57 |
|
|
2022
Q4 | $3.89M | Buy |
32,294
+2,020
| +7% | +$237K | 0.24% | 97 |
|
|
2022
Q3 | $4.11M | Sell |
30,274
-1,835
| -6% | -$297K | 0.36% | 62 |
|
|
2022
Q2 | $5.18M | Buy |
32,109
+1,753
| +6% | +$338K | 0.43% | 52 |
|
|
2022
Q1 | $6.75M | Sell |
30,356
-936
| -3% | -$234K | 0.48% | 38 |
|
|
2021
Q4 | $10.5M | Buy |
31,292
+1,481
| +5% | +$492K | 0.75% | 23 |
|
|
2021
Q3 | $10.1M | Buy |
29,811
+4,371
| +17% | +$1.57M | 0.88% | 20 |
|
|
2021
Q2 | $8.85M | Sell |
25,440
-203
| -0.8% | -$65.1K | 0.79% | 23 |
|
|
2021
Q1 | $7.55M | Sell |
25,643
-2,601
| -9% | -$700K | 0.77% | 25 |
|
|
2020
Q4 | $7.71M | Buy |
28,244
+2,526
| +10% | +$692K | 0.9% | 20 |
|
|
2020
Q3 | $6.74M | Sell |
25,718
-3,516
| -12% | -$907K | 0.94% | 19 |
|
|
2020
Q2 | $6.64M | Sell |
29,234
-5,409
| -16% | -$1.13M | 1.05% | 18 |
|
|
2020
Q1 | $6.07M | Buy |
34,643
+11,826
| +52% | +$2.32M | 1.13% | 19 |
|
|
2019
Q4 | $4.85M | Sell |
22,817
-652
| -3% | -$126K | 0.99% | 22 |
|
|
2019
Q3 | $4.43M | Buy |
23,469
+2,331
| +11% | +$443K | 1.04% | 26 |
|
|
2019
Q2 | $4.08M | Sell |
21,138
-785
| -4% | -$143K | 0.96% | 28 |
|
|
2019
Q1 | $4.2M | Sell |
21,923
-4,834
| -18% | -$769K | 0.98% | 27 |
|
|
2018
Q4 | $3.96M | Buy |
26,757
+3,063
| +13% | +$444K | 1.01% | 24 |
|
|
2018
Q3 | $3.9M | Buy |
23,694
+3,725
| +19% | +$674K | 0.96% | 28 |
|
|
2018
Q2 | $3.88M | Buy |
19,969
+5,020
| +34% | +$907K | 1.17% | 22 |
|
|
2018
Q1 | $2.39M | Sell |
14,949
-18,705
| -56% | -$3.36M | 0.88% | 35 |
|
|
2017
Q4 | $5.94M | Sell |
33,654
-561
| -2% | -$99.2K | 2.22% | 9 |
|
|
2017
Q3 | $5.85M | Sell |
34,215
-18,752
| -35% | -$3.13M | 1.9% | 8 |
|
|
2017
Q2 | $8M | Sell |
52,967
-4,286
| -7% | -$637K | 1.74% | 6 |
|
|
2017
Q1 | $8.13M | Sell |
57,253
-5,196
| -8% | -$694K | 1.73% | 6 |
|
|
2016
Q4 | $8.57M | Buy |
62,449
+20,690
| +50% | +$2.54M | 1.87% | 5 |
|
|
2016
Q3 | $5.36M | Buy |
41,759
+12,636
| +43% | +$1.57M | 1.38% | 14 |
|
|
2016
Q2 | $3.33M | Buy |
29,123
+95
| +0.3% | +$10.9K | 0.88% | 31 |
|
|
2016
Q1 | $3.34M | Sell |
29,028
-6,500
| -18% | -$686K | 1.04% | 30 |
|
|
2015
Q4 | $3.72M | Buy |
35,528
+7,687
| +28% | +$790K | 1.03% | 23 |
|
|
2015
Q3 | $2.5M | Buy |
27,841
+168
| +0.6% | +$15.4K | 0.74% | 34 |
|
|
2015
Q2 | $2.37M | Buy |
27,673
+351
| +1% | +$28.7K | 0.62% | 43 |
|
|
2015
Q1 | $2.25M | Buy |
27,322
+10,300
| +61% | +$807K | 0.62% | 46 |
|
|
2014
Q4 | $1.33M | Buy |
17,022
+85
| +0.5% | +$6.5K | 0.4% | 65 |
|
|
2014
Q3 | $1.34M | Sell |
16,937
-4,222
| -20% | -$310K | 0.4% | 64 |
|
|
2014
Q2 | $1.42M | Hold |
21,159
| – | – | 0.41% | 70 |
|
|
2014
Q1 | $1.27M | Hold |
21,159
| – | – | 0.7% | 41 |
|
|
2013
Q4 | $1.16M | Buy |
+21,159
| New | +$1.06M | 0.64% | 41 |
|
Other funds holding META
VCM
VPM
Perigon Wealth Management's META Position: Q1 2026 in Review
Perigon Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 0.8% in Q1 2026, selling an estimated $383K and leaving 74,279 shares worth $42.5M. The position accounts for 0.77% of the portfolio, ranked #20.
Perigon Wealth Management first reported a position in META in Q4 2013 and has held it in 50 quarters since. The position peaked at $52.6M in Q3 2025. 5,066 funds tracked by Wall St. Rank hold META as of Q1 2026.
- Perigon Wealth Management held 74,279 shares of Meta Platforms (Facebook) worth $42.5M as of Q1 2026.
- Perigon Wealth Management sold 597 Meta Platforms (Facebook) shares in Q1 2026, an estimated $383K.
- Meta Platforms (Facebook) made up 0.77% of Perigon Wealth Management's portfolio in Q1 2026, its #20 holding.
- Perigon Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2013 and has held it in 50 quarters since.
- Perigon Wealth Management's Meta Platforms (Facebook) position peaked at $52.6M in Q3 2025.
- 5,066 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.
Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.