Roffman Miller Associates
META icon

Roffman Miller Associates’s Meta Platforms (Facebook) META Stock Holding History

Roffman Miller Associates’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 		$6.23M Buy
8,587
+151
+2% +$94.2K 0.32% 52
2026
Q2 		$4.75M Buy
8,436
+1,022
+14% +$625K 0.25% 56
2026
Q1 		$4.24M Buy
7,414
+527
+8% +$338K 0.24% 56
2025
Q4 		$4.55M Sell
6,887
-398
-5% -$266K 0.25% 56
2025
Q3 		$5.35M Buy
7,285
+144
+2% +$107K 0.3% 54
2025
Q2 		$5.27M Buy
7,141
+14
+0.2% +$8.65K 0.31% 49
2025
Q1 		$4.11M Buy
7,127
+179
+3% +$115K 0.26% 51
2024
Q4 		$4.07M Sell
6,948
-12
-0.2% -$7.04K 0.25% 53
2024
Q3 		$3.98M Buy
6,960
+1,415
+26% +$728K 0.24% 54
2024
Q2 		$2.8M Buy
5,545
+127
+2% +$61.7K 0.18% 56
2024
Q1 		$2.63M Buy
5,418
+71
+1% +$31.7K 0.18% 56
2023
Q4 		$1.89M Buy
5,347
+425
+9% +$138K 0.14% 58
2023
Q3 		$1.48M Sell
4,922
-471
-9% -$142K 0.12% 58
2023
Q2 		$1.55M Buy
5,393
+1,101
+26% +$272K 0.12% 56
2023
Q1 		$910K Sell
4,292
-4,289
-50% -$730K 0.07% 63
2022
Q4 		$1.03M Sell
8,581
-29,653
-78% -$3.48M 0.09% 62
2022
Q3 		$5.19M Sell
38,234
-5,484
-13% -$889K 0.47% 45
2022
Q2 		$7.05M Sell
43,718
-2,720
-6% -$525K 0.61% 43
2022
Q1 		$10.3M Buy
46,438
+2,797
+6% +$699K 0.77% 42
2021
Q4 		$14.7M Buy
43,641
+3,897
+10% +$1.29M 0.99% 38
2021
Q3 		$13.5M Buy
39,744
+5,523
+16% +$1.99M 1% 39
2021
Q2 		$11.9M Buy
34,221
+4,488
+15% +$1.44M 0.9% 40
2021
Q1 		$8.76M Buy
29,733
+8,006
+37% +$2.16M 0.73% 40
2020
Q4 		$5.94M Buy
21,727
+3,841
+21% +$1.05M 0.51% 45
2020
Q3 		$4.68M Buy
17,886
+1,661
+10% +$428K 0.45% 47
2020
Q2 		$3.68M Buy
16,225
+5,333
+49% +$1.11M 0.37% 48
2020
Q1 		$1.82M Buy
10,892
+4,338
+66% +$849K 0.23% 53
2019
Q4 		$1.34M Buy
6,554
+1,200
+22% +$232K 0.13% 54
2019
Q3 		$953K Buy
+5,354
New +$1.02M 0.1% 60

Other funds holding META

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Roffman Miller Associates's META Position: Q3 2026 in Review

Roffman Miller Associates increased its Meta Platforms (Facebook) (META) stake by 1.8% in Q3 2026, buying an estimated $94.2K and bringing the position to 8,587 shares worth $6.23M. The position accounts for 0.32% of the portfolio, ranked #52.

Roffman Miller Associates first reported a position in META in Q3 2019 and has held it in 29 quarters since. The position peaked at $14.7M in Q4 2021. 2,948 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Roffman Miller Associates held 8,587 shares of Meta Platforms (Facebook) worth $6.23M as of Q3 2026.
  • Roffman Miller Associates bought 151 Meta Platforms (Facebook) shares in Q3 2026, an estimated $94.2K.
  • Meta Platforms (Facebook) made up 0.32% of Roffman Miller Associates's portfolio in Q3 2026, its #52 holding.
  • Roffman Miller Associates first reported a position in Meta Platforms (Facebook) in Q3 2019 and has held it in 29 quarters since.
  • Roffman Miller Associates's Meta Platforms (Facebook) position peaked at $14.7M in Q4 2021.
  • 2,948 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Roffman Miller Associates's 13F filing for Q3 2026, filed 19 Oct 2026.