Shelton Wealth Management
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
Q3 		$2.39M Buy
3,290
+841
+34% +$525K 0.94% 25
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Shelton Wealth Management's META Position: Q3 2026 in Review

Shelton Wealth Management increased its Meta Platforms (Facebook) (META) stake by 34% in Q3 2026, buying an estimated $525K and bringing the position to 3,290 shares worth $2.39M. The position accounts for 0.94% of the portfolio, ranked #25.

Shelton Wealth Management first reported a position in META in Q4 2021 and has held it in 13 quarters since. 3,124 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Shelton Wealth Management held 3,290 shares of Meta Platforms (Facebook) worth $2.39M as of Q3 2026.
  • Shelton Wealth Management bought 841 Meta Platforms (Facebook) shares in Q3 2026, an estimated $525K.
  • Meta Platforms (Facebook) made up 0.94% of Shelton Wealth Management's portfolio in Q3 2026, its #25 holding.
  • Shelton Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 13 quarters since.
  • 3,124 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Shelton Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.