Triangle Securities Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Triangle Securities Wealth Management’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	$3.12M	Sell	5,540 -580	-9%	-$355K	0.62%	50
2026 Q1	$3.5M	Sell	6,120 -42	-0.7%	-$26.9K	0.79%	37
2025 Q4	$4.07M	Buy	6,162 +943	+18%	+$630K	0.86%	33
2025 Q3	$3.83M	Buy	5,219 +407	+8%	+$303K	0.87%	30
2025 Q2	$3.55M	Buy	4,812 +71	+1%	+$43.9K	0.87%	34
2025 Q1	$2.73M	Buy	4,741 +68	+1%	+$43.9K	0.7%	39
2024 Q4	$2.74M	Sell	4,673 -170	-4%	-$99.8K	0.7%	38
2024 Q3	$2.77M	Sell	4,843 -136	-3%	-$70K	0.72%	36
2024 Q2	$2.51M	Sell	4,979 -333	-6%	-$162K	0.71%	35
2024 Q1	$2.58M	Sell	5,312 -487	-8%	-$217K	0.74%	37
2023 Q4	$2.05M	Sell	5,799 -111	-2%	-$36.1K	0.64%	48
2023 Q3	$1.77M	Sell	5,910 -249	-4%	-$75K	0.63%	52
2023 Q2	$1.77M	Sell	6,159 -70	-1%	-$17.3K	0.61%	54
2023 Q1	$1.32M	Buy	6,229 +44	+0.7%	+$7.49K	0.47%	68
2022 Q4	$744K	Buy	6,185 +2,944	+91%	+$346K	0.27%	105
2022 Q3	$440K	Sell	3,241 -4,850	-60%	-$786K	0.18%	129
2022 Q2	$1.3M	Sell	8,091 -244	-3%	-$47.1K	0.51%	65
2022 Q1	$1.85M	Buy	8,335 +2,312	+38%	+$578K	0.62%	54
2021 Q4	$2.03M	Buy	6,023 +160	+3%	+$53.1K	0.63%	48
2021 Q3	$1.99M	Buy	5,863 +54	+0.9%	+$19.4K	0.68%	44
2021 Q2	$2.02M	Buy	5,809 +36	+0.6%	+$11.5K	0.68%	47
2021 Q1	$1.7M	Buy	5,773 +1,206	+26%	+$325K	0.61%	55
2020 Q4	$1.25M	Buy	4,567 +1,120	+32%	+$307K	0.49%	69
2020 Q3	$903K	Sell	3,447 -110	-3%	-$28.4K	0.41%	79
2020 Q2	$808K	Buy	3,557 +640	+22%	+$134K	0.39%	80
2020 Q1	$487K	Buy	2,917 +1,799	+161%	+$352K	0.28%	99
2019 Q4	$229K	Buy	+1,118	New	+$217K	0.1%	149
2019 Q3	–	Sell	-1,118	Closed	-$219K	–	157
2019 Q2	$219K	Buy	+1,118	New	+$204K	0.11%	142
2018 Q4	–	Sell	-1,239	Closed	-$204K	–	142
2018 Q3	$204K	Sell	1,239 -30	-2%	-$5.43K	0.11%	138
2018 Q2	$247K	Buy	+1,269	New	+$229K	0.14%	130
2018 Q1	–	Sell	-1,300	Closed	-$229K	–	137
2017 Q4	$229K	Sell	1,300 -141	-10%	-$24.9K	0.13%	129
2017 Q3	$246K	Buy	+1,441	New	+$240K	0.15%	124
2013 Q3	–	Sell	-100	Closed	-$2K	–	280
2013 Q2	$2K	Buy	+100	New	+$2.56K	﹤0.01%	488

Other funds holding META

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

Triangle Securities Wealth Management's META Position: Q2 2026 in Review

Triangle Securities Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 9.5% in Q2 2026, selling an estimated $355K and leaving 5,540 shares worth $3.12M. The position accounts for 0.62% of the portfolio, ranked #50.

Triangle Securities Wealth Management first reported a position in META in Q2 2013 and has held it in 33 quarters since. The position peaked at $4.07M in Q4 2025. 1,019 funds tracked by Wall St. Rank hold META as of Q2 2026.

Triangle Securities Wealth Management held 5,540 shares of Meta Platforms (Facebook) worth $3.12M as of Q2 2026.
Triangle Securities Wealth Management sold 580 Meta Platforms (Facebook) shares in Q2 2026, an estimated $355K.
Meta Platforms (Facebook) made up 0.62% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #50 holding.
Triangle Securities Wealth Management first reported a position in Meta Platforms (Facebook) in Q2 2013 and has held it in 33 quarters since.
Triangle Securities Wealth Management's Meta Platforms (Facebook) position peaked at $4.07M in Q4 2025.
1,019 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.