SIM
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Sims Investment Management’s Meta Platforms (Facebook) META Stock Holding History

Sims Investment 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 		$922K Sell
1,636
-718
-31% -$439K 0.28% 23
2026
Q1 		$1.35M Sell
2,354
-465
-16% -$298K 0.49% 21
2025
Q4 		$1.86M Buy
2,819
+174
+7% +$116K 0.66% 17
2025
Q3 		$1.94M Sell
2,645
-91
-3% -$67.7K 0.7% 17
2025
Q2 		$2.02M Buy
+2,736
New +$1.69M 0.81% 15

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

Sims Investment Management's META Position: Q2 2026 in Review

Sims Investment Management reduced its Meta Platforms (Facebook) (META) stake by 31% in Q2 2026, selling an estimated $439K and leaving 1,636 shares worth $922K. The position accounts for 0.28% of the portfolio, ranked #23.

Sims Investment Management first reported a position in META in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.02M in Q2 2025. 5,055 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Sims Investment Management held 1,636 shares of Meta Platforms (Facebook) worth $922K as of Q2 2026.
  • Sims Investment Management sold 718 Meta Platforms (Facebook) shares in Q2 2026, an estimated $439K.
  • Meta Platforms (Facebook) made up 0.28% of Sims Investment Management's portfolio in Q2 2026, its #23 holding.
  • Sims Investment Management first reported a position in Meta Platforms (Facebook) in Q2 2025 and has held it in 5 quarters since.
  • Sims Investment Management's Meta Platforms (Facebook) position peaked at $2.02M in Q2 2025.
  • 5,055 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Sims Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.