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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
2025
Q3 		– Sell
-2,900
Closed -$2.14M – 1228
2025
Q2 		$2.14M Buy
+2,900
New +$1.79M 0.41% 52
2023
Q3 		– Sell
-14,000
Closed -$4.02M – 849
2023
Q2 		$4.02M Buy
14,000
+4,000
+40% +$987K 0.52% 32
2023
Q1 		$2.12M Sell
10,000
-265,200
-96% -$45.2M 0.17% 61
2022
Q4 		$33.1M Buy
275,200
+260,500
+1,772% +$30.6M 1.25% 17
2022
Q3 		$1.99M Sell
14,700
-35,600
-71% -$5.77M 0.15% 94
2022
Q2 		$8.11M Buy
+50,300
New +$9.7M 1.01% 19
2021
Q4 		– Sell
-102
Closed -$3.46M – 883
2021
Q3 		$3.46M Buy
102
+72
+240% +$25.9K 0.27% 90
2021
Q2 		$1.04M Buy
+30
New +$9.62K 0.09% 243
2020
Q4 		– Sell
-497
Closed -$13M – 586
2020
Q3 		$13M Sell
497
-1
-0.2% -$258 1.36% 16
2020
Q2 		$11.3M Buy
+498
New +$104K 1.41% 12
2020
Q1 		– Sell
-166
Closed -$3.41M – 401
2019
Q4 		$3.41M Sell
166
-210
-56% -$40.7K 0.26% 89
2019
Q3 		$6.7M Buy
376
+200
+114% +$38K 0.59% 31
2019
Q2 		$3.4M Buy
176
+20
+13% +$3.65K 0.39% 55
2019
Q1 		$2.6M Sell
156
-2,196
-93% -$349K 0.47% 42
2018
Q4 		$30.8M Buy
2,352
+522
+29% +$75.6K 2.67% 4
2018
Q3 		$3K Buy
+1,830
New +$331K ﹤0.01% 183
2018
Q2 		– Sell
-96
Closed -$1.53M – 239
2018
Q1 		$1.53M Buy
+96
New +$17.2K 0.38% 43
2017
Q4 		– Sell
-130
Closed -$2.22M – 230
2017
Q3 		$2.22M Buy
+130
New +$21.7K 0.38% 30

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 Securities Group's META Position: Q1 2026 in Review

Summit Securities Group reduced its Meta Platforms (Facebook) (META) stake by 98% in Q1 2026, selling an estimated $25.3M and leaving 635 shares worth $363K. The position accounts for 0.04% of the portfolio, ranked #177.

Summit Securities Group first reported a position in META in Q2 2019 and has held it in 19 quarters since. The position peaked at $174M in Q4 2021. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Summit Securities Group held 635 shares of Meta Platforms (Facebook) worth $363K as of Q1 2026.
  • Summit Securities Group sold 39,520 Meta Platforms (Facebook) shares in Q1 2026, an estimated $25.3M.
  • Meta Platforms (Facebook) made up 0.04% of Summit Securities Group's portfolio in Q1 2026, its #177 holding.
  • Summit Securities Group first reported a position in Meta Platforms (Facebook) in Q2 2019 and has held it in 19 quarters since.
  • Summit Securities Group's Meta Platforms (Facebook) position peaked at $174M in Q4 2021.
  • 5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.