SSA
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Sierra Summit Advisors’s Meta Platforms (Facebook) META Stock Holding History

Sierra Summit 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
2026
Q2 		$15.1M Buy
26,801
+3,775
+16% +$2.31M 1.69% 21
2026
Q1 		$13.2M Buy
23,026
+2,900
+14% +$1.86M 1.91% 14
2025
Q4 		$13.3M Buy
20,126
+585
+3% +$391K 2.04% 17
2025
Q3 		$14.4M Sell
19,541
-2,080
-10% -$1.55M 2.19% 12
2025
Q2 		$16M Sell
21,621
-42
-0.2% -$26K 2.84% 8
2025
Q1 		$12.5M Sell
21,663
-6,097
-22% -$3.93M 2.71% 6
2024
Q4 		$16.3M Buy
27,760
+2,005
+8% +$1.18M 3.26% 6
2024
Q3 		$14.7M Buy
25,755
+3,272
+15% +$1.68M 3.39% 4
2024
Q2 		$11.3M Buy
22,483
+327
+1% +$159K 2.81% 7
2024
Q1 		$10.8M Sell
22,156
-310
-1% -$138K 2.93% 7
2023
Q4 		$7.95M Buy
+22,466
New +$7.32M 2.32% 9

Other funds holding META

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Sierra Summit Advisors's META Position: Q2 2026 in Review

Sierra Summit Advisors increased its Meta Platforms (Facebook) (META) stake by 16% in Q2 2026, buying an estimated $2.31M and bringing the position to 26,801 shares worth $15.1M. The position accounts for 1.69% of the portfolio, ranked #21.

Sierra Summit Advisors first reported a position in META in Q4 2023 and has held it in 11 quarters since. The position peaked at $16.3M in Q4 2024. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Sierra Summit Advisors held 26,801 shares of Meta Platforms (Facebook) worth $15.1M as of Q2 2026.
  • Sierra Summit Advisors bought 3,775 Meta Platforms (Facebook) shares in Q2 2026, an estimated $2.31M.
  • Meta Platforms (Facebook) made up 1.69% of Sierra Summit Advisors's portfolio in Q2 2026, its #21 holding.
  • Sierra Summit Advisors first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 11 quarters since.
  • Sierra Summit Advisors's Meta Platforms (Facebook) position peaked at $16.3M in Q4 2024.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.