SIMG
META icon

Sonora Investment Management Group’s Meta Platforms (Facebook) META Stock Holding History

Sonora Investment Management Group’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
Q3 		$30.8M Sell
41,885
-537
-1% -$400K 2.18% 9
2025
Q2 		$31.3M Buy
42,422
+629
+2% +$389K 2.32% 8
2025
Q1 		$24.1M Buy
41,793
+984
+2% +$635K 1.91% 11
2024
Q4 		$23.9M Buy
40,809
+537
+1% +$315K 1.83% 14
2024
Q3 		$23.1M Buy
40,272
+1,308
+3% +$673K 1.71% 12
2024
Q2 		$18.9M Hold
38,964
– – 1.48% 17
2024
Q1 		$18.9M Buy
38,964
+1,217
+3% +$543K 1.48% 17
2023
Q4 		$13.4M Buy
37,747
+2,006
+6% +$653K 1.09% 30
2023
Q3 		$10.7M Buy
35,741
+1,764
+5% +$531K 0.92% 40
2023
Q2 		$9.75M Sell
33,977
-111
-0.3% -$27.4K 0.82% 44
2023
Q1 		$7.22M Sell
34,088
-895
-3% -$152K 0.63% 61
2022
Q4 		$4.21M Sell
34,983
-1,469
-4% -$172K 0.38% 89
2022
Q3 		$5.88M Hold
36,452
– – 0.76% 51
2022
Q2 		$5.88M Buy
36,452
+3,385
+10% +$653K 0.56% 69
2022
Q1 		$7.35M Buy
33,067
+9,046
+38% +$2.26M 0.83% 46
2021
Q4 		$8.08M Buy
+24,021
New +$7.97M 0.94% 40

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Sonora Investment Management Group's META Position: Q3 2025 in Review

Sonora Investment Management Group reduced its Meta Platforms (Facebook) (META) stake by 1.3% in Q3 2025, selling an estimated $400K and leaving 41,885 shares worth $30.8M. The position accounts for 2.18% of the portfolio, ranked #9.

Sonora Investment Management Group first reported a position in META in Q4 2021 and has held it in 16 quarters since. The position peaked at $31.3M in Q2 2025. 4,903 funds tracked by Wall St. Rank hold META as of Q3 2025.

  • Sonora Investment Management Group held 41,885 shares of Meta Platforms (Facebook) worth $30.8M as of Q3 2025.
  • Sonora Investment Management Group sold 537 Meta Platforms (Facebook) shares in Q3 2025, an estimated $400K.
  • Meta Platforms (Facebook) made up 2.18% of Sonora Investment Management Group's portfolio in Q3 2025, its #9 holding.
  • Sonora Investment Management Group first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 16 quarters since.
  • Sonora Investment Management Group's Meta Platforms (Facebook) position peaked at $31.3M in Q2 2025.
  • 4,903 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.