Perigon Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Perigon Wealth 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
2021 Q1	–	Sell	-5,800	Closed	-$37K	–	815
2020 Q4	$37K	Hold	5,800	–	–	﹤0.01%	842
2020 Q3	$108K	Sell	5,800 -2,000	-26%	-$516K	0.02%	374
2020 Q2	$95K	Buy	+7,800	New	+$1.63M	0.02%	347
2020 Q1	–	Sell	-10,300	Closed	-$65K	–	334
2019 Q4	$65K	Buy	+10,300	New	+$2M	0.01%	263
2019 Q3	–	Sell	-10,800	Closed	-$31K	–	255
2019 Q2	$31K	Buy	+10,800	New	+$1.97M	0.01%	244

Other funds holding META

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Perigon Wealth Management's META Position: Q2 2026 in Review

Perigon Wealth Management increased its Meta Platforms (Facebook) (META) stake by 1.4% in Q2 2026, buying an estimated $626K and bringing the position to 75,303 shares worth $42.4M. The position accounts for 0.67% of the portfolio, ranked #24.

Perigon Wealth Management first reported a position in META in Q4 2013 and has held it in 51 quarters since. The position peaked at $52.6M in Q3 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

Perigon Wealth Management held 75,303 shares of Meta Platforms (Facebook) worth $42.4M as of Q2 2026.
Perigon Wealth Management bought 1,024 Meta Platforms (Facebook) shares in Q2 2026, an estimated $626K.
Meta Platforms (Facebook) made up 0.67% of Perigon Wealth Management's portfolio in Q2 2026, its #24 holding.
Perigon Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2013 and has held it in 51 quarters since.
Perigon Wealth Management's Meta Platforms (Facebook) position peaked at $52.6M in Q3 2025.
5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.