SWM
META icon

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

Shelton 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 		$1.38M Buy
2,449
+365
+18% +$223K 0.54% 64
2026
Q1 		$1.19M Buy
2,084
+214
+11% +$137K 0.52% 63
2025
Q4 		$1.23M Buy
1,870
+158
+9% +$106K 0.53% 65
2025
Q3 		$1.26M Sell
1,712
-52
-3% -$38.7K 0.57% 60
2025
Q2 		$1.3M Buy
1,764
+15
+0.9% +$9.27K 0.63% 56
2025
Q1 		$1.01M Sell
1,749
-135
-7% -$87.1K 0.55% 60
2024
Q4 		$1.1M Buy
1,884
+119
+7% +$69.8K 0.57% 59
2024
Q3 		$1.01M Buy
1,765
+140
+9% +$72K 0.55% 59
2024
Q2 		$819K Buy
1,625
+365
+29% +$177K 0.46% 71
2024
Q1 		$612K Buy
1,260
+281
+29% +$125K 0.38% 67
2023
Q4 		$347K Buy
+979
New +$319K 0.25% 77
2022
Q1 		– Sell
-1,323
Closed -$445K – 76
2021
Q4 		$445K Buy
+1,323
New +$439K 0.35% 37

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
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 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

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

Shelton Wealth Management increased its Meta Platforms (Facebook) (META) stake by 18% in Q2 2026, buying an estimated $223K and bringing the position to 2,449 shares worth $1.38M. The position accounts for 0.54% of the portfolio, ranked #64.

Shelton Wealth Management first reported a position in META in Q4 2021 and has held it in 12 quarters since. 1,019 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Shelton Wealth Management held 2,449 shares of Meta Platforms (Facebook) worth $1.38M as of Q2 2026.
  • Shelton Wealth Management bought 365 Meta Platforms (Facebook) shares in Q2 2026, an estimated $223K.
  • Meta Platforms (Facebook) made up 0.54% of Shelton Wealth Management's portfolio in Q2 2026, its #64 holding.
  • Shelton Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 12 quarters since.
  • 1,019 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

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