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

SWP 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 Q2	$862K	Buy	1,530 +85	+6%	+$52K	0.4%	39
2026 Q1	$827K	Hold	1,445	–	–	0.42%	37
2025 Q4	$954K	Buy	1,445 +8	+0.6%	+$5.34K	0.48%	37
2025 Q3	$1.06M	Hold	1,437	–	–	0.54%	35
2025 Q2	$1.06M	Hold	1,437	–	–	0.58%	36
2025 Q1	$828K	Hold	1,437	–	–	0.51%	35
2024 Q4	$841K	Hold	1,437	–	–	0.51%	35
2024 Q3	$823K	Hold	1,437	–	–	0.5%	24
2024 Q2	$725K	Hold	1,437	–	–	0.48%	24
2024 Q1	$698K	Hold	1,437	–	–	0.49%	24
2023 Q4	$509K	Buy	+1,437	New	+$468K	0.39%	25

Other funds holding META

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

SWP Financial's META Position: Q2 2026 in Review

SWP Financial increased its Meta Platforms (Facebook) (META) stake by 5.9% in Q2 2026, buying an estimated $52K and bringing the position to 1,530 shares worth $862K. The position accounts for 0.4% of the portfolio, ranked #39.

SWP Financial first reported a position in META in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.06M in Q2 2025. 2,604 funds tracked by Wall St. Rank hold META as of Q2 2026.

SWP Financial held 1,530 shares of Meta Platforms (Facebook) worth $862K as of Q2 2026.
SWP Financial bought 85 Meta Platforms (Facebook) shares in Q2 2026, an estimated $52K.
Meta Platforms (Facebook) made up 0.4% of SWP Financial's portfolio in Q2 2026, its #39 holding.
SWP Financial first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 11 quarters since.
SWP Financial's Meta Platforms (Facebook) position peaked at $1.06M in Q2 2025.
2,604 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on SWP Financial's 13F filing for Q2 2026, filed 24 Jul 2026.