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Semmax Financial Advisors’s Meta Platforms (Facebook) META Stock Holding History

Semmax Financial Advisors’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
2025
Q2 		$7.24M Sell
9,409
-1,057
-10% -$653K 1.86% 9
2025
Q1 		$6.2M Sell
10,466
-264
-2% -$170K 1.68% 14
2024
Q4 		$7.82M Buy
10,730
+108
+1% +$63.4K 2.09% 8
2024
Q3 		$6.21M Buy
10,622
+416
+4% +$214K 1.71% 13
2024
Q2 		$5.39M Buy
10,206
+1,346
+15% +$654K 1.62% 14
2024
Q1 		$4.15M Sell
8,860
-986
-10% -$440K 1.36% 23
2023
Q4 		$4.53M Buy
9,846
+343
+4% +$112K 1.65% 12
2023
Q3 		$3.13M Buy
+9,503
New +$2.86M 1.25% 33
2022
Q4 		$1.15M Sell
8,517
-128
-1% -$15K 0.46% 54
2022
Q3 		$836K Buy
8,645
+18
+0.2% +$2.92K 0.35% 60
2022
Q2 		$1.54M Buy
8,627
+153
+2% +$29.5K 0.63% 52
2022
Q1 		$1.88M Sell
8,474
-758
-8% -$189K 0.74% 54
2021
Q4 		$3.1M Sell
9,232
-2,379
-20% -$790K 1.15% 30
2021
Q3 		$3.94M Sell
11,611
-956
-8% -$344K 1.36% 20
2021
Q2 		$4.37M Buy
12,567
+780
+7% +$250K 1.4% 20
2021
Q1 		$3.47M Buy
11,787
+792
+7% +$213K 1.24% 23
2020
Q4 		$3M Buy
10,995
+1,088
+11% +$298K 1.24% 23
2020
Q3 		$2.6M Buy
9,907
+802
+9% +$207K 1.23% 25
2020
Q2 		$2.07M Buy
9,105
+413
+5% +$86.2K 1.08% 33
2020
Q1 		$1.45M Buy
8,692
+2,407
+38% +$471K 0.92% 35
2019
Q4 		$1.29M Buy
6,285
+444
+8% +$86K 0.71% 53
2019
Q3 		$1.04M Buy
5,841
+943
+19% +$179K 0.62% 53
2019
Q2 		$945K Buy
4,898
+2,252
+85% +$411K 0.61% 53
2019
Q1 		$441K Buy
2,646
+1,142
+76% +$182K 0.3% 85
2018
Q4 		$197K Buy
+1,504
New +$218K 0.15% 110

Other funds holding META

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Semmax Financial Advisors's META Position: Q2 2025 in Review

Semmax Financial Advisors reduced its Meta Platforms (Facebook) (META) stake by 10% in Q2 2025, selling an estimated $653K and leaving 9,409 shares worth $7.24M. The position accounts for 1.86% of the portfolio, ranked #9.

Semmax Financial Advisors first reported a position in META in Q4 2018 and has held it in 25 quarters since. The position peaked at $7.82M in Q4 2024. 4,830 funds tracked by Wall St. Rank hold META as of Q2 2025.

  • Semmax Financial Advisors held 9,409 shares of Meta Platforms (Facebook) worth $7.24M as of Q2 2025.
  • Semmax Financial Advisors sold 1,057 Meta Platforms (Facebook) shares in Q2 2025, an estimated $653K.
  • Meta Platforms (Facebook) made up 1.86% of Semmax Financial Advisors's portfolio in Q2 2025, its #9 holding.
  • Semmax Financial Advisors first reported a position in Meta Platforms (Facebook) in Q4 2018 and has held it in 25 quarters since.
  • Semmax Financial Advisors's Meta Platforms (Facebook) position peaked at $7.82M in Q4 2024.
  • 4,830 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.