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WESPAC Advisors SoCal’s Meta Platforms (Facebook) META Stock Holding History

WESPAC Advisors SoCal’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 		$2.8M Buy
4,972
+353
+8% +$216K 0.5% 53
2026
Q1 		$2.64M Buy
4,619
+193
+4% +$124K 0.56% 47
2025
Q4 		$2.92M Buy
4,426
+264
+6% +$176K 0.59% 46
2025
Q3 		$3.06M Buy
4,162
+118
+3% +$87.8K 0.62% 46
2025
Q2 		$2.99M Buy
4,044
+131
+3% +$80.9K 0.67% 46
2025
Q1 		$2.26M Buy
3,913
+290
+8% +$187K 0.59% 45
2024
Q4 		$2.12M Buy
3,623
+106
+3% +$62.2K 0.48% 51
2024
Q3 		$2.01M Buy
3,517
+140
+4% +$72K 0.47% 49
2024
Q2 		$1.7M Buy
3,377
+519
+18% +$252K 0.43% 48
2024
Q1 		$1.39M Buy
2,858
+868
+44% +$387K 0.36% 49
2023
Q4 		$704K Buy
1,990
+1,315
+195% +$428K 0.21% 63
2023
Q3 		$203K Buy
+675
New +$203K 0.07% 86
2022
Q3 		– Sell
-10,849
Closed -$1.75M – 77
2022
Q2 		$1.75M Sell
10,849
-408
-4% -$78.7K 0.67% 37
2022
Q1 		$2.5M Buy
11,257
+11
+0.1% +$2.75K 0.77% 34
2021
Q4 		$3.59M Buy
11,246
+1,336
+13% +$444K 1.1% 31
2021
Q3 		$3.3M Buy
9,910
+530
+6% +$191K 1.08% 31
2021
Q2 		$3.26M Buy
9,380
+320
+4% +$103K 1.08% 31
2021
Q1 		$2.67M Buy
9,060
+385
+4% +$104K 1.05% 30
2020
Q4 		$2.37M Buy
8,675
+508
+6% +$139K 0.94% 30
2020
Q3 		$2.16M Sell
8,167
-3,920
-32% -$1.01M 1.03% 26
2020
Q2 		$2.96M Buy
12,087
+412
+4% +$86K 1.37% 26
2020
Q1 		$2.09M Sell
11,675
-90
-0.8% -$17.6K 1.16% 25
2019
Q4 		$2.42M Sell
11,765
-1,142
-9% -$221K 1.15% 24
2019
Q3 		$2.3M Sell
12,907
-496
-4% -$94.3K 1.14% 26
2019
Q2 		$2.59M Sell
13,403
-504
-4% -$92.1K 1.38% 25
2019
Q1 		$2.32M Sell
13,907
-65
-0.5% -$10.3K 1.28% 24
2018
Q4 		$1.83M Buy
13,972
+361
+3% +$52.3K 1.16% 26
2018
Q3 		$2.24M Buy
13,611
+490
+4% +$88.7K 1.12% 30
2018
Q2 		$2.55M Buy
13,121
+600
+5% +$108K 1.47% 27
2018
Q1 		$2M Buy
12,521
+495
+4% +$88.9K 1.16% 28
2017
Q4 		$2.12M Sell
12,026
-25
-0.2% -$4.42K 1.21% 29
2017
Q3 		$2.06M Buy
12,051
+1,640
+16% +$274K 1.23% 28
2017
Q2 		$1.57M Buy
10,411
+75
+0.7% +$11.2K 1% 29
2017
Q1 		$1.47M Sell
10,336
-435
-4% -$58.1K 0.91% 30
2016
Q4 		$1.24M Buy
10,771
+125
+1% +$15.4K 0.8% 30
2016
Q3 		$1.37M Sell
10,646
-989
-9% -$123K 0.92% 28
2016
Q2 		$1.33M Buy
11,635
+459
+4% +$52.9K 0.87% 28
2016
Q1 		$1.28M Sell
11,176
-3,709
-25% -$391K 0.94% 27
2015
Q4 		$1.56M Buy
+14,885
New +$1.53M 1.03% 28

Other funds holding META

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
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)
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

WESPAC Advisors SoCal's META Position: Q2 2026 in Review

WESPAC Advisors SoCal increased its Meta Platforms (Facebook) (META) stake by 7.6% in Q2 2026, buying an estimated $216K and bringing the position to 4,972 shares worth $2.8M. The position accounts for 0.5% of the portfolio, ranked #53.

WESPAC Advisors SoCal first reported a position in META in Q4 2015 and has held it in 39 quarters since. The position peaked at $3.59M in Q4 2021. 1,019 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • WESPAC Advisors SoCal held 4,972 shares of Meta Platforms (Facebook) worth $2.8M as of Q2 2026.
  • WESPAC Advisors SoCal bought 353 Meta Platforms (Facebook) shares in Q2 2026, an estimated $216K.
  • Meta Platforms (Facebook) made up 0.5% of WESPAC Advisors SoCal's portfolio in Q2 2026, its #53 holding.
  • WESPAC Advisors SoCal first reported a position in Meta Platforms (Facebook) in Q4 2015 and has held it in 39 quarters since.
  • WESPAC Advisors SoCal's Meta Platforms (Facebook) position peaked at $3.59M in Q4 2021.
  • 1,019 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.