Secure Asset Management’s Meta Platforms (Facebook) META Stock Holding History

Secure Asset 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	$4.57M	Buy	8,120 +2,849	+54%	+$1.74M	0.64%	40
2026 Q1	$3.02M	Sell	5,271 -561	-10%	-$360K	0.48%	58
2025 Q4	$3.85M	Buy	5,832 +423	+8%	+$282K	0.6%	38
2025 Q3	$3.88M	Buy	5,409 +46	+0.9%	+$34.2K	0.64%	37
2025 Q2	$3.96M	Buy	5,363 +319	+6%	+$197K	0.73%	23
2025 Q1	$2.91M	Sell	5,044 -14,447	-74%	-$9.32M	0.58%	43
2024 Q4	$11.4M	Buy	19,491 +1,125	+6%	+$660K	1.73%	7
2024 Q3	$10.5M	Buy	18,366 +492	+3%	+$253K	1.77%	7
2024 Q2	$9.01M	Buy	17,874 +9,073	+103%	+$4.41M	1.71%	9
2024 Q1	$4.27M	Buy	8,801 +1,732	+25%	+$773K	1%	14
2023 Q4	$2.5M	Buy	7,069 +61	+0.9%	+$19.9K	0.67%	29
2023 Q3	$2.1M	Buy	7,008 +1,181	+20%	+$356K	0.63%	32
2023 Q2	$1.67M	Buy	5,827 +111	+2%	+$27.4K	0.51%	52
2023 Q1	$1.21M	Sell	5,716 -462	-7%	-$78.7K	0.4%	68
2022 Q4	$743K	Buy	6,178 +1,662	+37%	+$195K	0.27%	96
2022 Q3	$613K	Buy	4,516 +45	+1%	+$7.29K	0.34%	61
2022 Q2	$721K	Buy	4,471 +1	+0%	+$193	0.4%	45
2022 Q1	$994K	Sell	4,470 -292	-6%	-$73K	0.45%	39
2021 Q4	$1.6M	Buy	4,762 +854	+22%	+$284K	0.65%	23
2021 Q3	$1.33M	Buy	3,908 +472	+14%	+$170K	0.65%	23
2021 Q2	$1.2M	Sell	3,436 -287	-8%	-$92.1K	0.61%	27
2021 Q1	$1.1M	Sell	3,723 -81	-2%	-$21.8K	0.61%	29
2020 Q4	$1.04M	Buy	3,804 +6	+0.2%	+$1.65K	0.61%	35
2020 Q3	$995K	Sell	3,798 -342	-8%	-$88.2K	0.68%	33
2020 Q2	$940K	Sell	4,140 -423	-9%	-$88.3K	0.66%	32
2020 Q1	$761K	Sell	4,563 -803	-15%	-$157K	0.82%	29
2019 Q4	$1.1M	Buy	+5,366	New	+$1.04M	0.78%	31

Other funds holding META

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Secure Asset Management's META Position: Q2 2026 in Review

Secure Asset Management increased its Meta Platforms (Facebook) (META) stake by 54% in Q2 2026, buying an estimated $1.74M and bringing the position to 8,120 shares worth $4.57M. The position accounts for 0.64% of the portfolio, ranked #40.

Secure Asset Management first reported a position in META in Q4 2019 and has held it in 27 quarters since. The position peaked at $11.4M in Q4 2024. 2,657 funds tracked by Wall St. Rank hold META as of Q2 2026.

Secure Asset Management held 8,120 shares of Meta Platforms (Facebook) worth $4.57M as of Q2 2026.
Secure Asset Management bought 2,849 Meta Platforms (Facebook) shares in Q2 2026, an estimated $1.74M.
Meta Platforms (Facebook) made up 0.64% of Secure Asset Management's portfolio in Q2 2026, its #40 holding.
Secure Asset Management first reported a position in Meta Platforms (Facebook) in Q4 2019 and has held it in 27 quarters since.
Secure Asset Management's Meta Platforms (Facebook) position peaked at $11.4M in Q4 2024.
2,657 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.