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

Summit Financial’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
Q1 		$46.2M Buy
80,683
+23,907
+42% +$15.3M 0.59% 26
2025
Q4 		$37.5M Sell
56,776
-7,351
-11% -$4.91M 0.55% 27
2025
Q3 		$47.1M Buy
64,127
+3,336
+5% +$2.48M 0.72% 20
2025
Q2 		$44.9M Buy
60,791
+1,706
+3% +$1.05M 1.01% 15
2025
Q1 		$34.1M Buy
59,085
+1,436
+2% +$926K 0.95% 17
2024
Q4 		$33.8M Sell
57,649
-1,837
-3% -$1.08M 1.18% 13
2024
Q3 		$34.1M Buy
59,486
+22,198
+60% +$11.4M 1.33% 14
2024
Q2 		$18.8M Buy
37,288
+11,135
+43% +$5.41M 0.86% 18
2024
Q1 		$12.7M Sell
26,153
-2,090
-7% -$932K 0.75% 15
2023
Q4 		$10M Buy
28,243
+14,758
+109% +$4.81M 0.65% 19
2023
Q3 		$4.05M Buy
13,485
+1,060
+9% +$319K 0.3% 47
2023
Q2 		$3.57M Buy
+12,425
New +$3.07M 0.26% 51
2022
Q2 		– Sell
-16,509
Closed -$3.67M – 245
2022
Q1 		$3.67M Buy
16,509
+2,458
+17% +$614K 0.29% 38
2021
Q4 		$4.73M Buy
14,051
+2,639
+23% +$876K 0.36% 29
2021
Q3 		$3.87M Buy
11,412
+6,190
+119% +$2.23M 0.33% 30
2021
Q2 		$1.82M Buy
+5,222
New +$1.68M 0.18% 40

Other funds holding META

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Summit Financial's META Position: Q1 2026 in Review

Summit Financial increased its Meta Platforms (Facebook) (META) stake by 42% in Q1 2026, buying an estimated $15.3M and bringing the position to 80,683 shares worth $46.2M. The position accounts for 0.59% of the portfolio, ranked #26.

Summit Financial first reported a position in META in Q2 2021 and has held it in 16 quarters since. The position peaked at $47.1M in Q3 2025. 5,069 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Summit Financial held 80,683 shares of Meta Platforms (Facebook) worth $46.2M as of Q1 2026.
  • Summit Financial bought 23,907 Meta Platforms (Facebook) shares in Q1 2026, an estimated $15.3M.
  • Meta Platforms (Facebook) made up 0.59% of Summit Financial's portfolio in Q1 2026, its #26 holding.
  • Summit Financial first reported a position in Meta Platforms (Facebook) in Q2 2021 and has held it in 16 quarters since.
  • Summit Financial's Meta Platforms (Facebook) position peaked at $47.1M in Q3 2025.
  • 5,069 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.