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

Salvus 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
2026
Q2 		$676K Sell
1,200
-184
-13% -$113K 0.38% 68
2026
Q1 		$792K Buy
1,384
+354
+34% +$227K 0.46% 63
2025
Q4 		$680K Buy
1,030
+37
+4% +$24.7K 0.38% 66
2025
Q3 		$729K Buy
993
+3
+0.3% +$2.23K 0.41% 67
2025
Q2 		$731K Sell
990
-155
-14% -$95.8K 0.43% 66
2025
Q1 		$660K Buy
1,145
+150
+15% +$96.8K 0.41% 66
2024
Q4 		$583K Sell
995
-139
-12% -$81.6K 0.37% 69
2024
Q3 		$649K Hold
1,134
– – 0.4% 68
2024
Q2 		$572K Sell
1,134
-104
-8% -$50.6K 0.39% 67
2024
Q1 		$601K Buy
1,238
+7
+0.6% +$3.12K 0.41% 68
2023
Q4 		$436K Hold
1,231
– – 0.31% 80
2023
Q3 		$370K Hold
1,231
– – 0.29% 87
2023
Q2 		$353K Hold
1,231
– – 0.27% 88
2023
Q1 		$261K Buy
+1,231
New +$210K 0.21% 94
2022
Q4 		– Sell
-3,929
Closed -$533K – 100
2022
Q3 		$533K Sell
3,929
-1,636
-29% -$265K 0.51% 50
2022
Q2 		$897K Buy
5,565
+115
+2% +$22.2K 0.8% 35
2022
Q1 		$1.21M Buy
5,450
+985
+22% +$246K 0.93% 26
2021
Q4 		$1.5M Sell
4,465
-95
-2% -$31.5K 1.1% 25
2021
Q3 		$1.55M Buy
4,560
+641
+16% +$231K 1.26% 24
2021
Q2 		$1.39M Buy
3,919
+1,041
+36% +$334K 1.17% 25
2021
Q1 		$901K Buy
2,878
+402
+16% +$108K 0.84% 30
2020
Q4 		$663K Buy
+2,476
New +$679K 0.72% 34

Other funds holding META

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

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

Salvus Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 13% in Q2 2026, selling an estimated $113K and leaving 1,200 shares worth $676K. The position accounts for 0.38% of the portfolio, ranked #68.

Salvus Wealth Management first reported a position in META in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.55M in Q3 2021. 891 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Salvus Wealth Management held 1,200 shares of Meta Platforms (Facebook) worth $676K as of Q2 2026.
  • Salvus Wealth Management sold 184 Meta Platforms (Facebook) shares in Q2 2026, an estimated $113K.
  • Meta Platforms (Facebook) made up 0.38% of Salvus Wealth Management's portfolio in Q2 2026, its #68 holding.
  • Salvus Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 22 quarters since.
  • Salvus Wealth Management's Meta Platforms (Facebook) position peaked at $1.55M in Q3 2021.
  • 891 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Salvus Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.