CAWM
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Capital Advisors Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Capital Advisors 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 		$6.79M Sell
9,366
-2,179
-19% -$1.36M 0.77% 32
2026
Q2 		$6.5M Buy
11,545
+107
+0.9% +$65.4K 0.76% 32
2026
Q1 		$6.54M Buy
11,438
+48
+0.4% +$30.8K 0.88% 30
2025
Q4 		$7.52M Buy
11,390
+512
+5% +$342K 1.02% 22
2025
Q3 		$7.99M Buy
10,878
+393
+4% +$293K 1.14% 21
2025
Q2 		$7.74M Buy
10,485
+212
+2% +$131K 1.22% 19
2025
Q1 		$5.92M Buy
10,273
+163
+2% +$105K 1.05% 27
2024
Q4 		$5.92M Sell
10,110
-29
-0.3% -$17K 1.05% 25
2024
Q3 		$5.8M Buy
10,139
+38
+0.4% +$19.6K 1.07% 25
2024
Q2 		$5.09M Buy
10,101
+1,343
+15% +$653K 1.01% 28
2024
Q1 		$4.25M Sell
8,758
-2
-0% -$892 0.88% 29
2023
Q4 		$3.1M Buy
8,760
+27
+0.3% +$8.79K 0.71% 33
2023
Q3 		$2.62M Buy
8,733
+111
+1% +$33.4K 0.68% 32
2023
Q2 		$2.47M Buy
8,622
+9
+0.1% +$2.22K 0.63% 36
2023
Q1 		$1.83M Sell
8,613
-155
-2% -$26.4K 0.51% 43
2022
Q4 		$1.06M Buy
8,768
+167
+2% +$19.6K 0.32% 43
2022
Q3 		$1.17M Buy
8,601
+428
+5% +$69.4K 0.39% 44
2022
Q2 		$1.32M Buy
8,173
+712
+10% +$137K 0.43% 37
2022
Q1 		$1.66M Buy
7,461
+182
+3% +$45.5K 0.51% 39
2021
Q4 		$2.45M Buy
7,279
+1,181
+19% +$392K 0.74% 31
2021
Q3 		$2.07M Sell
6,098
-9
-0.1% -$3.24K 0.73% 31
2021
Q2 		$2.12M Sell
6,107
-120
-2% -$38.5K 0.79% 31
2021
Q1 		$1.83M Buy
+6,227
New +$1.68M 0.79% 32

Other funds holding META

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Capital Advisors Wealth Management's META Position: Q3 2026 in Review

Capital Advisors Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 19% in Q3 2026, selling an estimated $1.36M and leaving 9,366 shares worth $6.79M. The position accounts for 0.77% of the portfolio, ranked #32.

Capital Advisors Wealth Management first reported a position in META in Q1 2021 and has held it in 23 quarters since. The position peaked at $7.99M in Q3 2025. 267 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Capital Advisors Wealth Management held 9,366 shares of Meta Platforms (Facebook) worth $6.79M as of Q3 2026.
  • Capital Advisors Wealth Management sold 2,179 Meta Platforms (Facebook) shares in Q3 2026, an estimated $1.36M.
  • Meta Platforms (Facebook) made up 0.77% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #32 holding.
  • Capital Advisors Wealth Management first reported a position in Meta Platforms (Facebook) in Q1 2021 and has held it in 23 quarters since.
  • Capital Advisors Wealth Management's Meta Platforms (Facebook) position peaked at $7.99M in Q3 2025.
  • 267 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.