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

Summit Global Investments’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 		$12.6M Sell
22,069
-2,221
-9% -$1.42M 0.74% 14
2025
Q4 		$16M Buy
24,290
+3,607
+17% +$2.41M 0.95% 14
2025
Q3 		$15.2M Sell
20,683
-2,126
-9% -$1.58M 0.89% 15
2025
Q2 		$16.8M Sell
22,809
-1,243
-5% -$768K 0.99% 11
2025
Q1 		$13.9M Sell
24,052
-6,547
-21% -$4.22M 1.01% 14
2024
Q4 		$17.9M Sell
30,599
-9,623
-24% -$5.65M 1.12% 12
2024
Q3 		$23M Sell
40,222
-4,332
-10% -$2.23M 1.47% 6
2024
Q2 		$22.5M Buy
44,554
+14,029
+46% +$6.82M 1.52% 8
2024
Q1 		$14.8M Buy
30,525
+2,045
+7% +$912K 1.1% 20
2023
Q4 		$10.1M Buy
28,480
+5,075
+22% +$1.65M 0.66% 30
2023
Q3 		$7.03M Buy
23,405
+8,602
+58% +$2.59M 0.47% 49
2023
Q2 		$4.25M Buy
14,803
+10,388
+235% +$2.56M 0.28% 87
2023
Q1 		$936K Buy
4,415
+883
+25% +$150K 0.07% 257
2022
Q4 		$425K Buy
3,532
+747
+27% +$87.7K 0.04% 346
2022
Q3 		$378K Sell
2,785
-4,627
-62% -$750K 0.04% 369
2022
Q2 		$1.2M Sell
7,412
-10,450
-59% -$2.02M 0.11% 198
2022
Q1 		$3.97M Buy
+17,862
New +$4.46M 0.29% 90
2020
Q4 		– Sell
-5,999
Closed -$1.57M – 268
2020
Q3 		$1.57M Sell
5,999
-98
-2% -$25.3K 0.16% 86
2020
Q2 		$1.38M Buy
+6,097
New +$1.27M 0.16% 95
2019
Q4 		– Sell
-7,097
Closed -$1.26M – 287
2019
Q3 		$1.26M Buy
+7,097
New +$1.35M 0.15% 111
2018
Q1 		– Sell
-21,927
Closed -$3.87M – 301
2017
Q4 		$3.87M Buy
+21,927
New +$3.88M 0.6% 47

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 Global Investments's META Position: Q1 2026 in Review

Summit Global Investments reduced its Meta Platforms (Facebook) (META) stake by 9.1% in Q1 2026, selling an estimated $1.42M and leaving 22,069 shares worth $12.6M. The position accounts for 0.74% of the portfolio, ranked #14.

Summit Global Investments first reported a position in META in Q4 2017 and has held it in 21 quarters since. The position peaked at $23M in Q3 2024. 5,069 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Summit Global Investments held 22,069 shares of Meta Platforms (Facebook) worth $12.6M as of Q1 2026.
  • Summit Global Investments sold 2,221 Meta Platforms (Facebook) shares in Q1 2026, an estimated $1.42M.
  • Meta Platforms (Facebook) made up 0.74% of Summit Global Investments's portfolio in Q1 2026, its #14 holding.
  • Summit Global Investments first reported a position in Meta Platforms (Facebook) in Q4 2017 and has held it in 21 quarters since.
  • Summit Global Investments's Meta Platforms (Facebook) position peaked at $23M in Q3 2024.
  • 5,069 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Summit Global Investments's 13F filing for Q1 2026, filed 7 May 2026.