Roundview Capital’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
$21.7M Buy
38,000
+208
+0.6% +$133K 1.35% 14
2025
Q4
$24.9M Buy
37,792
+2,210
+6% +$1.48M 1.53% 13
2025
Q3
$26.1M Buy
35,582
+373
+1% +$278K 1.65% 13
2025
Q2
$26M Buy
35,209
+3,099
+10% +$1.91M 1.74% 13
2025
Q1
$18.5M Buy
32,110
+1,526
+5% +$985K 1.34% 13
2024
Q4
$17.9M Buy
30,584
+976
+3% +$573K 1.25% 14
2024
Q3
$16.9M Buy
29,608
+2,710
+10% +$1.39M 1.23% 15
2024
Q2
$13.6M Buy
26,898
+620
+2% +$301K 1.07% 17
2024
Q1
$12.8M Buy
26,278
+436
+2% +$194K 1.04% 18
2023
Q4
$9.15M Buy
25,842
+1,409
+6% +$459K 0.84% 25
2023
Q3
$7.34M Buy
24,433
+2,780
+13% +$838K 0.74% 33
2023
Q2
$6.21M Buy
21,653
+625
+3% +$154K 0.61% 41
2023
Q1
$4.46M Buy
21,028
+6,665
+46% +$1.14M 0.47% 55
2022
Q4
$1.73M Sell
14,363
-7,448
-34% -$875K 0.2% 129
2022
Q3
$2.96M Sell
21,811
-10,289
-32% -$1.67M 0.37% 74
2022
Q2
$5.18M Sell
32,100
-1,045
-3% -$202K 0.62% 40
2022
Q1
$7.37M Sell
33,145
-4,345
-12% -$1.09M 0.76% 29
2021
Q4
$12.6M Buy
37,490
+1,767
+5% +$587K 1.26% 13
2021
Q3
$12.1M Buy
35,723
+5,481
+18% +$1.97M 1.34% 12
2021
Q2
$10.5M Buy
30,242
+3,007
+11% +$965K 1.17% 19
2021
Q1
$8.02M Buy
27,235
+5,319
+24% +$1.43M 1.01% 21
2020
Q4
$5.99M Buy
21,916
+729
+3% +$200K 0.82% 29
2020
Q3
$5.55M Sell
21,187
-463
-2% -$119K 0.87% 26
2020
Q2
$4.92M Buy
21,650
+2,301
+12% +$480K 0.84% 27
2020
Q1
$3.23M Buy
19,349
+2,843
+17% +$557K 0.68% 35
2019
Q4
$3.39M Buy
16,506
+1,863
+13% +$361K 0.64% 36
2019
Q3
$2.61M Buy
14,643
+440
+3% +$83.6K 0.56% 50
2019
Q2
$2.74M Buy
14,203
+124
+0.9% +$22.7K 0.62% 46
2019
Q1
$2.35M Sell
14,079
-370
-3% -$58.8K 0.56% 57
2018
Q4
$1.89M Sell
14,449
-6,895
-32% -$999K 0.53% 57
2018
Q3
$3.51M Sell
21,344
-2,072
-9% -$375K 0.87% 26
2018
Q2
$4.55M Buy
23,416
+4,855
+26% +$877K 1.19% 19
2018
Q1
$2.97M Buy
18,561
+3,755
+25% +$674K 0.83% 30
2017
Q4
$2.61M Buy
14,806
+1,917
+15% +$339K 0.67% 40
2017
Q3
$2.2M Sell
12,889
-7,350
-36% -$1.23M 0.63% 46
2017
Q2
$3.06M Buy
20,239
+2,000
+11% +$297K 0.89% 27
2017
Q1
$2.59M Buy
18,239
+5,685
+45% +$760K 0.8% 34
2016
Q4
$1.44M Buy
12,554
+5,360
+75% +$658K 0.46% 68
2016
Q3
$923K Buy
7,194
+3,585
+99% +$445K 0.33% 90
2016
Q2
$412K Hold
3,609
0.15% 139
2016
Q1
$412K Buy
3,609
+30
+0.8% +$3.17K 0.15% 137
2015
Q4
$375K Buy
3,579
+24
+0.7% +$2.46K 0.15% 132
2015
Q3
$320K Buy
3,555
+40
+1% +$3.67K 0.14% 133
2015
Q2
$301K Hold
3,515
0.11% 130
2015
Q1
$289K Buy
+3,515
New +$275K 0.11% 131
2014
Q3
Sell
-15,986
Closed -$1.08M 140
2014
Q2
$1.08M Sell
15,986
-1,449
-8% -$89.1K 0.44% 84
2014
Q1
$1.05M Sell
17,435
-48,065
-73% -$3.05M 0.51% 70
2013
Q4
$3.58M Buy
65,500
+6,075
+10% +$305K 1.64% 12
2013
Q3
$2.98M Buy
59,425
+26,925
+83% +$1M 1.55% 13
2013
Q2
$809K Buy
+32,500
New +$833K 0.51% 66

Other funds holding META

Roundview Capital's META Position: Q1 2026 in Review

Roundview Capital increased its Meta Platforms (Facebook) (META) stake by 0.55% in Q1 2026, buying an estimated $133K and bringing the position to 38,000 shares worth $21.7M. The position accounts for 1.35% of the portfolio, ranked #14.

Roundview Capital first reported a position in META in Q2 2013 and has held it in 50 quarters since. The position peaked at $26.1M in Q3 2025. 5,066 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Roundview Capital held 38,000 shares of Meta Platforms (Facebook) worth $21.7M as of Q1 2026.
  • Roundview Capital bought 208 Meta Platforms (Facebook) shares in Q1 2026, an estimated $133K.
  • Meta Platforms (Facebook) made up 1.35% of Roundview Capital's portfolio in Q1 2026, its #14 holding.
  • Roundview Capital first reported a position in Meta Platforms (Facebook) in Q2 2013 and has held it in 50 quarters since.
  • Roundview Capital's Meta Platforms (Facebook) position peaked at $26.1M in Q3 2025.
  • 5,066 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Roundview Capital's 13F filing for Q1 2026, filed 8 May 2026.