Summit Financial Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History

Summit Financial Wealth 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	$984K	Buy	1,746 +530	+44%	+$324K	0.13%	81
2026 Q1	$696K	Buy	1,216 +90	+8%	+$57.7K	0.1%	93
2025 Q4	$743K	Sell	1,126 -10	-0.9%	-$6.68K	0.11%	85
2025 Q3	$815K	Buy	1,136 +652	+135%	+$485K	0.13%	76
2025 Q2	$357K	Buy	+484	New	+$299K	0.06%	115
2025 Q1	–	Sell	-288	Closed	-$201K	–	155
2024 Q4	$201K	Buy	+288	New	+$169K	0.04%	148
2024 Q1	–	Sell	-1,762	Closed	-$624K	–	139
2023 Q4	$624K	Buy	+1,762	New	+$574K	0.14%	69
2021 Q1	–	Sell	-803	Closed	-$210K	–	115
2020 Q4	$210K	Sell	803 -870	-52%	-$239K	0.06%	94
2020 Q3	$437K	Sell	1,673 -43	-3%	-$11.1K	0.12%	77
2020 Q2	$418K	Sell	1,716 -29	-2%	-$6.05K	0.11%	83
2020 Q1	$289K	Buy	1,745 +14	+0.8%	+$2.74K	0.09%	93
2019 Q4	$372K	Sell	1,731 -27	-2%	-$5.23K	0.09%	105
2019 Q3	$324K	Sell	1,758 -488	-22%	-$92.8K	0.08%	115
2019 Q2	$433K	Buy	2,246 +83	+4%	+$15.2K	0.11%	104
2019 Q1	$375K	Buy	2,163 +95	+5%	+$15.1K	0.1%	94
2018 Q4	$271K	Hold	2,068	–	–	0.09%	103
2018 Q3	$317K	Sell	2,068 -372	-15%	-$67.3K	0.09%	103
2018 Q2	$390K	Hold	2,440	–	–	0.13%	94
2018 Q1	$390K	Buy	2,440 +229	+10%	+$41.1K	0.13%	96
2017 Q4	$390K	Buy	2,211 +15	+0.7%	+$2.65K	0.13%	93
2017 Q3	$375K	Sell	2,196 -150	-6%	-$25K	0.14%	97
2017 Q2	$354K	Buy	2,346 +43	+2%	+$6.39K	0.14%	104
2017 Q1	$327K	Buy	2,303 +299	+15%	+$40K	0.14%	110
2016 Q4	$231K	Sell	2,004 -275	-12%	-$33.8K	0.1%	126
2016 Q3	$292K	Buy	2,279 +276	+14%	+$34.3K	0.13%	114
2016 Q2	$229K	Buy	+2,003	New	+$231K	0.1%	127
2015 Q4	–	Sell	-55	Closed	-$4K	–	179
2015 Q3	$4K	Hold	55	–	–	﹤0.01%	208
2015 Q2	$4K	Hold	55	–	–	﹤0.01%	253
2015 Q1	$4K	Hold	55	–	–	﹤0.01%	219
2014 Q4	$4K	Buy	+55	New	+$4.2K	﹤0.01%	223

Other funds holding META

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Summit Financial Wealth Advisors's META Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 44% in Q2 2026, buying an estimated $324K and bringing the position to 1,746 shares worth $984K. The position accounts for 0.13% of the portfolio, ranked #81.

Summit Financial Wealth Advisors first reported a position in META in Q4 2014 and has held it in 30 quarters since. 891 funds tracked by Wall St. Rank hold META as of Q2 2026.

Summit Financial Wealth Advisors held 1,746 shares of Meta Platforms (Facebook) worth $984K as of Q2 2026.
Summit Financial Wealth Advisors bought 530 Meta Platforms (Facebook) shares in Q2 2026, an estimated $324K.
Meta Platforms (Facebook) made up 0.13% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #81 holding.
Summit Financial Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2014 and has held it in 30 quarters since.
891 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.