Richards, Merrill & Peterson’s Meta Platforms (Facebook) META Stock Holding History

Richards, Merrill & Peterson’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 Q3	$6.15M	Sell	8,476 -64	-0.7%	-$39.9K	1.87%	10
2026 Q2	$4.81M	Buy	8,540 +749	+10%	+$458K	1.53%	16
2026 Q1	$4.46M	Buy	7,791 +1,025	+15%	+$657K	1.64%	14
2025 Q4	$4.47M	Buy	6,766 +1,052	+18%	+$702K	1.71%	12
2025 Q3	$4.2M	Sell	5,714 -56	-1%	-$41.7K	1.81%	12
2025 Q2	$4.26M	Buy	5,770 +508	+10%	+$314K	2.03%	9
2025 Q1	$3.03M	Buy	5,262 +137	+3%	+$88.4K	1.58%	12
2024 Q4	$3M	Buy	+5,125	New	+$3.01M	1.57%	13

Other funds holding META

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Richards, Merrill & Peterson's META Position: Q3 2026 in Review

Richards, Merrill & Peterson reduced its Meta Platforms (Facebook) (META) stake by 0.75% in Q3 2026, selling an estimated $39.9K and leaving 8,476 shares worth $6.15M. The position accounts for 1.87% of the portfolio, ranked #10.

Richards, Merrill & Peterson first reported a position in META in Q4 2024 and has held it in 8 quarters since. 3,124 funds tracked by Wall St. Rank hold META as of Q3 2026.

Richards, Merrill & Peterson held 8,476 shares of Meta Platforms (Facebook) worth $6.15M as of Q3 2026.
Richards, Merrill & Peterson sold 64 Meta Platforms (Facebook) shares in Q3 2026, an estimated $39.9K.
Meta Platforms (Facebook) made up 1.87% of Richards, Merrill & Peterson's portfolio in Q3 2026, its #10 holding.
Richards, Merrill & Peterson first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 8 quarters since.
3,124 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q3 2026, filed 19 Oct 2026.