Axxcess Wealth Management
META icon

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

Axxcess 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 		$21.3M Sell
29,410
-24,710
-46% -$15.4M 0.87% 16
2026
Q2 		$30.5M Buy
54,120
+3,654
+7% +$2.23M 0.49% 45
2026
Q1 		$28.8M Sell
50,466
-13,248
-21% -$8.49M 0.92% 26
2025
Q4 		$42.1M Buy
63,714
+5,372
+9% +$3.59M 0.73% 30
2025
Q3 		$42.8M Buy
58,342
+5,866
+11% +$4.37M 0.91% 26
2025
Q2 		$38.7M Sell
52,476
-187
-0.4% -$116K 0.91% 22
2025
Q1 		$30.4M Buy
52,663
+5,724
+12% +$3.69M 0.81% 28
2024
Q4 		$27.5M Sell
46,939
-3,461
-7% -$2.03M 0.66% 32
2024
Q3 		$28.9M Buy
50,400
+2,042
+4% +$1.05M 0.71% 30
2024
Q2 		$24.4M Buy
48,358
+18,763
+63% +$9.12M 0.65% 32
2024
Q1 		$14.4M Sell
29,595
-9
-0% -$4.02K 0.39% 51
2023
Q4 		$10.5M Buy
29,604
+1,318
+5% +$429K 0.3% 74
2023
Q3 		$8.49M Buy
28,286
+14,381
+103% +$4.33M 0.29% 73
2023
Q2 		$3.96M Buy
13,905
+2,861
+26% +$706K 0.29% 78
2023
Q1 		$2.34M Sell
11,044
-1,855
-14% -$316K 0.18% 121
2022
Q4 		$1.55M Sell
12,899
-18,436
-59% -$2.16M 0.13% 156
2022
Q3 		$4.25M Buy
31,335
+4,673
+18% +$757K 0.4% 54
2022
Q2 		$4.3M Sell
26,662
-2
-0% -$386 0.4% 58
2022
Q1 		$5.93M Buy
26,664
+2,094
+9% +$523K 0.46% 48
2021
Q4 		$8.26M Buy
+24,570
New +$8.16M 0.6% 27

Other funds holding META

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
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

Axxcess Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 46% in Q3 2026, selling an estimated $15.4M and leaving 29,410 shares worth $21.3M. The position accounts for 0.87% of the portfolio, ranked #16.

Axxcess Wealth Management first reported a position in META in Q4 2021 and has held it in 20 quarters since. The position peaked at $42.8M in Q3 2025. 3,124 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Axxcess Wealth Management held 29,410 shares of Meta Platforms (Facebook) worth $21.3M as of Q3 2026.
  • Axxcess Wealth Management sold 24,710 Meta Platforms (Facebook) shares in Q3 2026, an estimated $15.4M.
  • Meta Platforms (Facebook) made up 0.87% of Axxcess Wealth Management's portfolio in Q3 2026, its #16 holding.
  • Axxcess Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 20 quarters since.
  • Axxcess Wealth Management's Meta Platforms (Facebook) position peaked at $42.8M in Q3 2025.
  • 3,124 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.