Valued Retirements’s Meta Platforms (Facebook) META Stock Holding History

Valued Retirements’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	$460K	Sell	816 -34	-4%	-$20.8K	0.41%	52
2026 Q1	$486K	Hold	850	–	–	0.48%	50
2025 Q4	$561K	Hold	850	–	–	0.55%	42
2025 Q3	$627K	Hold	850	–	–	0.71%	37
2025 Q2	$627K	Hold	850	–	–	0.71%	37
2025 Q1	$490K	Hold	850	–	–	0.64%	43
2024 Q4	$498K	Hold	850	–	–	0.67%	43
2024 Q3	$487K	Hold	850	–	–	0.67%	39
2024 Q2	$429K	Hold	850	–	–	0.65%	41
2024 Q1	$413K	Hold	850	–	–	0.66%	37
2023 Q4	$301K	Buy	+850	New	+$277K	0.52%	44

Other funds holding META

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Valued Retirements's META Position: Q2 2026 in Review

Valued Retirements reduced its Meta Platforms (Facebook) (META) stake by 4% in Q2 2026, selling an estimated $20.8K and leaving 816 shares worth $460K. The position accounts for 0.41% of the portfolio, ranked #52.

Valued Retirements first reported a position in META in Q4 2023 and has held it in 11 quarters since. The position peaked at $627K in Q3 2025. 5,088 funds tracked by Wall St. Rank hold META as of Q2 2026.

Valued Retirements held 816 shares of Meta Platforms (Facebook) worth $460K as of Q2 2026.
Valued Retirements sold 34 Meta Platforms (Facebook) shares in Q2 2026, an estimated $20.8K.
Meta Platforms (Facebook) made up 0.41% of Valued Retirements's portfolio in Q2 2026, its #52 holding.
Valued Retirements first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 11 quarters since.
Valued Retirements's Meta Platforms (Facebook) position peaked at $627K in Q3 2025.
5,088 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Valued Retirements's 13F filing for Q2 2026, filed 13 Aug 2026.