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

Apexium 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
2025
Q3 		$3.59M Sell
4,895
-142
-3% -$106K 0.17% 65
2025
Q2 		$3.72M Buy
5,037
+221
+5% +$137K 0.2% 60
2025
Q1 		$2.78M Buy
4,816
+344
+8% +$222K 0.17% 64
2024
Q4 		$2.62M Buy
4,472
+129
+3% +$75.7K 0.16% 63
2024
Q3 		$2.49M Buy
4,343
+73
+2% +$37.6K 0.16% 56
2024
Q2 		$2.15M Sell
4,270
-55
-1% -$26.7K 0.15% 57
2024
Q1 		$2.1M Buy
4,325
+31
+0.7% +$13.8K 0.16% 57
2023
Q4 		$1.52M Sell
4,294
-76
-2% -$24.8K 0.11% 93
2023
Q3 		$1.31M Sell
4,370
-3
-0.1% -$904 0.13% 74
2023
Q2 		$1.25M Sell
4,373
-345
-7% -$85.1K 0.11% 76
2023
Q1 		$1,000K Buy
4,718
+63
+1% +$10.7K 0.1% 84
2022
Q4 		$560K Sell
4,655
-1,846
-28% -$217K 0.06% 121
2022
Q3 		$882K Buy
6,501
+4,203
+183% +$681K 0.11% 76
2022
Q2 		$370K Buy
2,298
+239
+12% +$46.1K 0.21% 68
2022
Q1 		$670K Hold
2,059
– – 0.35% 42
2021
Q4 		$693K Sell
2,059
-13
-0.6% -$4.32K 0.36% 43
2021
Q3 		$703K Buy
2,072
+1,000
+93% +$360K 0.41% 43
2021
Q2 		$373K Sell
1,072
-28
-3% -$8.98K 0.23% 52
2021
Q1 		$324K Buy
1,100
+7
+0.6% +$1.89K 0.24% 57
2020
Q4 		$299K Sell
1,093
-20
-2% -$5.48K 0.24% 56
2020
Q3 		$291K Buy
1,113
+36
+3% +$9.28K 0.24% 54
2020
Q2 		$245K Buy
+1,077
New +$225K 0.22% 55

Other funds holding META

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Apexium Financial's META Position: Q3 2025 in Review

Apexium Financial reduced its Meta Platforms (Facebook) (META) stake by 2.8% in Q3 2025, selling an estimated $106K and leaving 4,895 shares worth $3.59M. The position accounts for 0.17% of the portfolio, ranked #65.

Apexium Financial first reported a position in META in Q2 2020 and has held it in 22 quarters since. The position peaked at $3.72M in Q2 2025. 4,901 funds tracked by Wall St. Rank hold META as of Q3 2025.

  • Apexium Financial held 4,895 shares of Meta Platforms (Facebook) worth $3.59M as of Q3 2025.
  • Apexium Financial sold 142 Meta Platforms (Facebook) shares in Q3 2025, an estimated $106K.
  • Meta Platforms (Facebook) made up 0.17% of Apexium Financial's portfolio in Q3 2025, its #65 holding.
  • Apexium Financial first reported a position in Meta Platforms (Facebook) in Q2 2020 and has held it in 22 quarters since.
  • Apexium Financial's Meta Platforms (Facebook) position peaked at $3.72M in Q2 2025.
  • 4,901 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.