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

Summit Securities 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
2026
Q2 		– Sell
-635
Closed -$363K – 1290
2026
Q1 		$363K Sell
635
-39,520
-98% -$25.3M 0.04% 177
2025
Q4 		$26.5M Buy
40,155
+37,650
+1,503% +$25.1M 3.45% 2
2025
Q3 		$1.84M Buy
+2,505
New +$1.86M 0.38% 62
2024
Q3 		– Sell
-179
Closed -$90K – 751
2024
Q2 		$90K Sell
179
-3,021
-94% -$1.47M 0.02% 228
2024
Q1 		$1.55M Buy
3,200
+3,090
+2,809% +$1.38M 0.26% 51
2023
Q4 		$39K Sell
110
-53
-33% -$17.3K ﹤0.01% 414
2023
Q3 		$49K Sell
163
-585
-78% -$176K 0.01% 283
2023
Q2 		$215K Sell
748
-35,952
-98% -$8.87M 0.03% 205
2023
Q1 		$7.78M Sell
36,700
-62,000
-63% -$10.6M 0.64% 31
2022
Q4 		$11.9M Sell
98,700
-27,965
-22% -$3.28M 0.45% 49
2022
Q3 		$17.2M Buy
+126,665
New +$20.5M 1.29% 23
2022
Q2 		– Sell
-9,518
Closed -$1.84M – 1119
2022
Q1 		$2.12M Sell
9,518
-507,614
-98% -$127M 0.24% 86
2021
Q4 		$174M Buy
+517,132
New +$172M 8.14% 2
2021
Q3 		– Sell
-1,362
Closed -$491K – 813
2021
Q2 		$474K Sell
1,362
-7,089
-84% -$2.27M 0.04% 394
2021
Q1 		$2.49M Buy
+8,451
New +$2.28M 0.27% 75
2020
Q4 		– Sell
-7,319
Closed -$1.92M – 587
2020
Q3 		$1.92M Sell
7,319
-665
-8% -$171K 0.2% 101
2020
Q2 		$1.81M Buy
+7,984
New +$1.67M 0.23% 91
2020
Q1 		– Sell
-6,700
Closed -$1.38M – 402
2019
Q4 		$1.38M Buy
+6,700
New +$1.3M 0.1% 178
2019
Q3 		– Sell
-7,700
Closed -$1.46M – 376
2019
Q2 		$1.49M Buy
+7,700
New +$1.41M 0.17% 100

Other funds holding META

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Summit Securities Group's META Position: Q2 2026 in Review

Summit Securities Group sold out of Meta Platforms (Facebook) (META) in Q2 2026, closing a stake of 635 shares — an estimated $363K sold.

Summit Securities Group first reported a position in META in Q2 2019 and held it in 19 quarters. The position peaked at $174M in Q4 2021. 5,037 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Summit Securities Group reported no remaining Meta Platforms (Facebook) position as of Q2 2026 after selling out during the quarter.
  • Summit Securities Group sold 635 Meta Platforms (Facebook) shares in Q2 2026, an estimated $363K.
  • Summit Securities Group first reported a position in Meta Platforms (Facebook) in Q2 2019 and held it in 19 quarters.
  • Summit Securities Group's Meta Platforms (Facebook) position peaked at $174M in Q4 2021.
  • 5,037 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.