Adams Wealth Management
META icon

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

Adams 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
Q3 		$1.32M Buy
1,815
+25
+1% +$15.6K 0.25% 68
2026
Q2 		$1.01M Buy
1,790
+257
+17% +$157K 0.19% 73
2026
Q1 		$877K Sell
1,533
-167
-10% -$107K 0.19% 70
2025
Q4 		$1.12M Sell
1,700
-33
-2% -$22K 0.24% 68
2025
Q3 		$1.27M Sell
1,733
-190
-10% -$141K 0.27% 66
2025
Q2 		$1.42M Buy
1,923
+759
+65% +$469K 0.27% 66
2025
Q1 		$670K Buy
1,164
+259
+29% +$167K 0.13% 89
2024
Q4 		$530K Sell
905
-13
-1% -$7.63K 0.1% 91
2024
Q3 		$526K Sell
918
-21
-2% -$10.8K 0.11% 88
2024
Q2 		$473K Buy
+939
New +$456K 0.11% 85
2023
Q3 		– Sell
-21,550
Closed -$6.18M – 99
2023
Q2 		$6.18M Hold
21,550
– – 1.93% 11
2023
Q1 		$4.57M Sell
21,550
-1,100
-5% -$187K 1.47% 14
2022
Q4 		$2.73M Buy
22,650
+5,047
+29% +$593K 0.96% 17
2022
Q3 		$2.39M Buy
17,603
+14,504
+468% +$2.35M 0.89% 16
2022
Q2 		$500K Buy
3,099
+864
+39% +$167K 0.19% 55
2022
Q1 		$497K Buy
2,235
+294
+15% +$73.5K 0.16% 54
2021
Q4 		$653K Buy
1,941
+323
+20% +$107K 0.19% 46
2021
Q3 		$549K Buy
1,618
+15
+0.9% +$5.4K 0.21% 47
2021
Q2 		$557K Sell
1,603
-24
-1% -$7.7K 0.24% 45
2021
Q1 		$479K Buy
1,627
+97
+6% +$26.1K 0.22% 44
2020
Q4 		$418K Sell
1,530
-49
-3% -$13.4K 0.26% 39
2020
Q3 		$414K Sell
1,579
-80
-5% -$20.6K 0.32% 39
2020
Q2 		$377K Sell
1,659
-1,400
-46% -$292K 0.39% 37
2020
Q1 		$510K Sell
3,059
-248
-7% -$48.6K 0.64% 34
2019
Q4 		$679K Buy
+3,307
New +$641K 0.57% 53

Other funds holding META

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Adams Wealth Management's META Position: Q3 2026 in Review

Adams Wealth Management increased its Meta Platforms (Facebook) (META) stake by 1.4% in Q3 2026, buying an estimated $15.6K and bringing the position to 1,815 shares worth $1.32M. The position accounts for 0.25% of the portfolio, ranked #68.

Adams Wealth Management first reported a position in META in Q4 2019 and has held it in 25 quarters since. The position peaked at $6.18M in Q2 2023. 3,502 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Adams Wealth Management held 1,815 shares of Meta Platforms (Facebook) worth $1.32M as of Q3 2026.
  • Adams Wealth Management bought 25 Meta Platforms (Facebook) shares in Q3 2026, an estimated $15.6K.
  • Meta Platforms (Facebook) made up 0.25% of Adams Wealth Management's portfolio in Q3 2026, its #68 holding.
  • Adams Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2019 and has held it in 25 quarters since.
  • Adams Wealth Management's Meta Platforms (Facebook) position peaked at $6.18M in Q2 2023.
  • 3,502 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Adams Wealth Management's 13F filing for Q3 2026, filed 10 Nov 2026.