Winch Advisory Services’s Meta Platforms (Facebook) META Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.16M | Sell |
7,386
-31
| -0.4% | -$19K | 0.86% | 23 |
|
|
2026
Q1 | $4.24M | Buy |
7,417
+64
| +0.9% | +$41K | 0.97% | 22 |
|
|
2025
Q4 | $4.85M | Sell |
7,353
-6
| -0.1% | -$4.01K | 1.07% | 21 |
|
|
2025
Q3 | $5.4M | Buy |
7,359
+119
| +2% | +$88.6K | 1.22% | 19 |
|
|
2025
Q2 | $5.34M | Sell |
7,240
-77
| -1% | -$47.6K | 1.3% | 19 |
|
|
2025
Q1 | $4.22M | Buy |
7,317
+18
| +0.2% | +$11.6K | 1.12% | 20 |
|
|
2024
Q4 | $4.27M | Sell |
7,299
-2
| -0% | -$1.17K | 1.11% | 20 |
|
|
2024
Q3 | $4.18M | Sell |
7,301
-58
| -0.8% | -$29.8K | 1.16% | 17 |
|
|
2024
Q2 | $3.71M | Buy |
7,359
+164
| +2% | +$79.7K | 1.06% | 18 |
|
|
2024
Q1 | $3.49M | Sell |
7,195
-31
| -0.4% | -$13.8K | 1.07% | 20 |
|
|
2023
Q4 | $2.56M | Sell |
7,226
-42
| -0.6% | -$13.7K | 0.85% | 24 |
|
|
2023
Q3 | $2.18M | Sell |
7,268
-42
| -0.6% | -$12.7K | 0.8% | 23 |
|
|
2023
Q2 | $2.1M | Buy |
7,310
+82
| +1% | +$20.2K | 0.75% | 23 |
|
|
2023
Q1 | $1.53M | Buy |
7,228
+100
| +1% | +$17K | 0.59% | 29 |
|
|
2022
Q4 | $858K | Sell |
7,128
-621
| -8% | -$72.9K | 0.37% | 39 |
|
|
2022
Q3 | $1.05M | Buy |
7,749
+135
| +2% | +$21.9K | 0.45% | 35 |
|
|
2022
Q2 | $1.23M | Buy |
7,614
+501
| +7% | +$96.7K | 0.5% | 34 |
|
|
2022
Q1 | $1.58M | Sell |
7,113
-355
| -5% | -$88.7K | 0.55% | 31 |
|
|
2021
Q4 | $2.51M | Buy |
7,468
+146
| +2% | +$48.5K | 0.83% | 26 |
|
|
2021
Q3 | $2.48M | Buy |
7,322
+18
| +0.2% | +$6.48K | 0.87% | 27 |
|
|
2021
Q2 | $2.54M | Buy |
7,304
+269
| +4% | +$86.3K | 0.91% | 28 |
|
|
2021
Q1 | $2.07M | Buy |
7,035
+309
| +5% | +$83.2K | 0.83% | 29 |
|
|
2020
Q4 | $1.84M | Buy |
6,726
+99
| +1% | +$27.1K | 0.76% | 29 |
|
|
2020
Q3 | $1.74M | Sell |
6,627
-226
| -3% | -$58.3K | 0.74% | 25 |
|
|
2020
Q2 | $1.56M | Sell |
6,853
-701
| -9% | -$146K | 0.74% | 26 |
|
|
2020
Q1 | $1.26M | Buy |
7,554
+222
| +3% | +$43.5K | 0.63% | 23 |
|
|
2019
Q4 | $1.5M | Buy |
7,332
+838
| +13% | +$162K | 0.71% | 29 |
|
|
2019
Q3 | $1.16M | Buy |
6,494
+1,004
| +18% | +$191K | 0.6% | 31 |
|
|
2019
Q2 | $1.06M | Sell |
5,490
-80
| -1% | -$14.6K | 0.55% | 33 |
|
|
2019
Q1 | $928K | Sell |
5,570
-703
| -11% | -$112K | 0.51% | 38 |
|
|
2018
Q4 | $822K | Sell |
6,273
-11,523
| -65% | -$1.67M | 0.46% | 37 |
|
|
2018
Q3 | $2.93M | Sell |
17,796
-10,572
| -37% | -$1.91M | 1.47% | 25 |
|
|
2018
Q2 | $5.51M | Buy |
28,368
+1,646
| +6% | +$297K | 2.97% | 7 |
|
|
2018
Q1 | $4.27M | Buy |
26,722
+13,586
| +103% | +$2.44M | 2.5% | 15 |
|
|
2017
Q4 | $4.64M | Sell |
13,136
-13,455
| -51% | -$2.38M | 2.79% | 13 |
|
|
2017
Q3 | $4.55M | Buy |
26,591
+3,585
| +16% | +$598K | 2.96% | 15 |
|
|
2017
Q2 | $3.46M | Buy |
23,006
+1,927
| +9% | +$287K | 2.18% | 18 |
|
|
2017
Q1 | $2.99M | Buy |
21,079
+2,239
| +12% | +$299K | 1.9% | 21 |
|
|
2016
Q4 | $2.17M | Buy |
18,840
+2,243
| +14% | +$275K | 1.49% | 23 |
|
|
2016
Q3 | $2.13M | Sell |
16,597
-8,826
| -35% | -$1.1M | 1.74% | 21 |
|
|
2016
Q2 | $2.9M | Buy |
25,423
+2,286
| +10% | +$263K | 3.52% | 9 |
|
|
2016
Q1 | $2.64M | Sell |
23,137
-33,974
| -59% | -$3.58M | 4.26% | 9 |
|
|
2015
Q4 | $5.98M | Buy |
57,111
+46,872
| +458% | +$4.81M | 6.78% | 3 |
|
|
2015
Q3 | $920K | Sell |
10,239
-566
| -5% | -$51.9K | 1.34% | 18 |
|
|
2015
Q2 | $927K | Buy |
10,805
+10,200
| +1,686% | +$833K | 0.51% | 55 |
|
|
2015
Q1 | $50K | Buy |
+605
| New | +$47.4K | 0.03% | 81 |
|
|
2014
Q4 | – | Sell |
-345
| Closed | -$27K | – | 125 |
|
|
2014
Q3 | $27K | Hold |
345
| – | – | 0.02% | 93 |
|
|
2014
Q2 | $23K | Hold |
345
| – | – | 0.01% | 121 |
|
|
2014
Q1 | $21K | Buy |
+345
| New | +$21.9K | 0.01% | 136 |
|
Other funds holding META
Winch Advisory Services's META Position: Q2 2026 in Review
Winch Advisory Services reduced its Meta Platforms (Facebook) (META) stake by 0.42% in Q2 2026, selling an estimated $19K and leaving 7,386 shares worth $4.16M. The position accounts for 0.86% of the portfolio, ranked #23.
Winch Advisory Services first reported a position in META in Q1 2014 and has held it in 49 quarters since. The position peaked at $5.98M in Q4 2015. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.
- Winch Advisory Services held 7,386 shares of Meta Platforms (Facebook) worth $4.16M as of Q2 2026.
- Winch Advisory Services sold 31 Meta Platforms (Facebook) shares in Q2 2026, an estimated $19K.
- Meta Platforms (Facebook) made up 0.86% of Winch Advisory Services's portfolio in Q2 2026, its #23 holding.
- Winch Advisory Services first reported a position in Meta Platforms (Facebook) in Q1 2014 and has held it in 49 quarters since.
- Winch Advisory Services's Meta Platforms (Facebook) position peaked at $5.98M in Q4 2015.
- 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.
Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.