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

Apex 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	$1.19M	Sell	1,638 -5	-0.3%	-$3.12K	0.7%	34
2026 Q2	$926K	Sell	1,643 -80	-5%	-$48.9K	0.57%	39
2026 Q1	$986K	Buy	1,723 +119	+7%	+$76.3K	0.68%	35
2025 Q4	$995K	Sell	1,604 -70	-4%	-$46.7K	1.01%	26
2025 Q3	$1.23M	Sell	1,674 -40	-2%	-$29.8K	0.88%	31
2025 Q2	$1.27M	Buy	1,714 +113	+7%	+$69.8K	1.01%	28
2025 Q1	$923K	Buy	1,601 +98	+7%	+$63.2K	0.83%	28
2024 Q4	$880K	Buy	+1,503	New	+$882K	0.76%	31

Other funds holding META

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

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

Apex Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 0.3% in Q3 2026, selling an estimated $3.12K and leaving 1,638 shares worth $1.19M. The position accounts for 0.7% of the portfolio, ranked #34.

Apex Wealth Management first reported a position in META in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.27M in Q2 2025. 1,250 funds tracked by Wall St. Rank hold META as of Q3 2026.

Apex Wealth Management held 1,638 shares of Meta Platforms (Facebook) worth $1.19M as of Q3 2026.
Apex Wealth Management sold 5 Meta Platforms (Facebook) shares in Q3 2026, an estimated $3.12K.
Meta Platforms (Facebook) made up 0.7% of Apex Wealth Management's portfolio in Q3 2026, its #34 holding.
Apex Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 8 quarters since.
Apex Wealth Management's Meta Platforms (Facebook) position peaked at $1.27M in Q2 2025.
1,250 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Apex Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.