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Sound Income Strategies’s Meta Platforms (Facebook) META Stock Holding History

Sound Income Strategies’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 		$10.7M Buy
18,959
+482
+3% +$295K 0.48% 74
2026
Q1 		$10.7M Buy
18,477
+761
+4% +$488K 0.52% 69
2025
Q4 		$11M Buy
17,716
+744
+4% +$497K 0.52% 62
2025
Q3 		$12.4M Buy
+16,972
New +$12.6M 0.68% 54
2022
Q2 		– Sell
-6,752
Closed -$1.5M – 926
2022
Q1 		$1.5M Buy
6,752
+701
+12% +$175K 0.17% 76
2021
Q4 		$2.04M Buy
6,051
+675
+13% +$224K 0.24% 72
2021
Q3 		$1.82M Buy
5,376
+704
+15% +$254K 0.24% 72
2021
Q2 		$1.63M Sell
4,672
-83
-2% -$26.6K 0.23% 64
2021
Q1 		$1.4M Buy
4,755
+1,058
+29% +$285K 0.24% 72
2020
Q4 		$1.01M Buy
3,697
+676
+22% +$185K 0.22% 60
2020
Q3 		$791K Buy
3,021
+426
+16% +$110K 0.22% 49
2020
Q2 		$589K Buy
2,595
+502
+24% +$105K 0.18% 48
2020
Q1 		$349K Buy
2,093
+822
+65% +$161K 0.12% 47
2019
Q4 		$261K Buy
1,271
+80
+7% +$15.5K 0.07% 54
2019
Q3 		$212K Sell
1,191
-534
-31% -$102K 0.06% 56
2019
Q2 		$333K Buy
1,725
+359
+26% +$65.6K 0.12% 48
2019
Q1 		$228K Buy
1,366
+86
+7% +$13.7K 0.1% 57
2018
Q4 		$168K Sell
1,280
-2
-0.2% -$290 0.09% 61
2018
Q3 		$211K Buy
1,282
+518
+68% +$93.8K 0.1% 57
2018
Q2 		$148K Buy
764
+3
+0.4% +$542 0.09% 62
2018
Q1 		$122K Buy
761
+187
+33% +$33.6K 0.08% 62
2017
Q4 		$99K Buy
+574
New +$101K 0.06% 65

Other funds holding META

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sound Income Strategies's META Position: Q2 2026 in Review

Sound Income Strategies increased its Meta Platforms (Facebook) (META) stake by 2.6% in Q2 2026, buying an estimated $295K and bringing the position to 18,959 shares worth $10.7M. The position accounts for 0.48% of the portfolio, ranked #74.

Sound Income Strategies first reported a position in META in Q4 2017 and has held it in 22 quarters since. The position peaked at $12.4M in Q3 2025. 3,132 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Sound Income Strategies held 18,959 shares of Meta Platforms (Facebook) worth $10.7M as of Q2 2026.
  • Sound Income Strategies bought 482 Meta Platforms (Facebook) shares in Q2 2026, an estimated $295K.
  • Meta Platforms (Facebook) made up 0.48% of Sound Income Strategies's portfolio in Q2 2026, its #74 holding.
  • Sound Income Strategies first reported a position in Meta Platforms (Facebook) in Q4 2017 and has held it in 22 quarters since.
  • Sound Income Strategies's Meta Platforms (Facebook) position peaked at $12.4M in Q3 2025.
  • 3,132 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.