XF
META icon

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

XML 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 		$2.05M Sell
3,633
-315
-8% -$193K 0.15% 127
2026
Q1 		$2.26M Buy
3,948
+381
+11% +$244K 0.18% 111
2025
Q4 		$2.35M Buy
3,567
+785
+28% +$524K 0.19% 107
2025
Q3 		$2.04M Buy
2,782
+382
+16% +$284K 0.17% 121
2025
Q2 		$1.77M Buy
2,400
+63
+3% +$38.9K 0.15% 130
2025
Q1 		$1.35M Buy
2,337
+636
+37% +$410K 0.13% 145
2024
Q4 		$996K Buy
1,701
+16
+0.9% +$9.39K 0.09% 174
2024
Q3 		$965K Buy
1,685
+120
+8% +$61.7K 0.09% 178
2024
Q2 		$789K Buy
1,565
+84
+6% +$40.8K 0.08% 183
2024
Q1 		$719K Sell
1,481
-197
-12% -$87.9K 0.07% 193
2023
Q4 		$594K Sell
1,678
-56
-3% -$18.2K 0.06% 199
2023
Q3 		$521K Buy
1,734
+121
+8% +$36.5K 0.06% 202
2023
Q2 		$465K Hold
1,613
– – 0.05% 225
2023
Q1 		$342K Buy
+1,613
New +$275K 0.04% 254
2022
Q2 		– Sell
-1,316
Closed -$293K – 290
2022
Q1 		$293K Buy
1,316
+139
+12% +$34.7K 0.03% 262
2021
Q4 		$396K Sell
1,177
-107
-8% -$35.5K 0.05% 232
2021
Q3 		$436K Buy
1,284
+108
+9% +$38.9K 0.06% 212
2021
Q2 		$409K Hold
1,176
– – 0.09% 158
2021
Q1 		$346K Sell
1,176
-460
-28% -$124K 0.08% 159
2020
Q4 		$447K Buy
1,636
+97
+6% +$26.6K 0.12% 135
2020
Q3 		$403K Sell
1,539
-210
-12% -$54.2K 0.13% 127
2020
Q2 		$397K Buy
1,749
+2
+0.1% +$418 0.14% 119
2020
Q1 		$291K Buy
1,747
+12
+0.7% +$2.35K 0.13% 122
2019
Q4 		$356K Buy
+1,735
New +$336K 0.13% 124

Other funds holding META

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

XML Financial's META Position: Q2 2026 in Review

XML Financial reduced its Meta Platforms (Facebook) (META) stake by 8% in Q2 2026, selling an estimated $193K and leaving 3,633 shares worth $2.05M. The position accounts for 0.15% of the portfolio, ranked #127.

XML Financial first reported a position in META in Q4 2019 and has held it in 24 quarters since. The position peaked at $2.35M in Q4 2025. 5,055 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • XML Financial held 3,633 shares of Meta Platforms (Facebook) worth $2.05M as of Q2 2026.
  • XML Financial sold 315 Meta Platforms (Facebook) shares in Q2 2026, an estimated $193K.
  • Meta Platforms (Facebook) made up 0.15% of XML Financial's portfolio in Q2 2026, its #127 holding.
  • XML Financial first reported a position in Meta Platforms (Facebook) in Q4 2019 and has held it in 24 quarters since.
  • XML Financial's Meta Platforms (Facebook) position peaked at $2.35M in Q4 2025.
  • 5,055 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

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