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

DKM 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 		$379K Sell
523
-96
-16% -$59.9K 0.24% 40
2026
Q2 		$349K Sell
619
-35
-5% -$21.4K 0.23% 42
2026
Q1 		$374K Hold
654
– – 0.27% 38
2025
Q4 		$432K Buy
654
+30
+5% +$20K 0.32% 34
2025
Q3 		$458K Buy
+624
New +$464K 0.37% 34

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

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

DKM Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 16% in Q3 2026, selling an estimated $59.9K and leaving 523 shares worth $379K. The position accounts for 0.24% of the portfolio, ranked #40.

DKM Wealth Management first reported a position in META in Q3 2025 and has held it in 5 quarters since. The position peaked at $458K in Q3 2025. 267 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • DKM Wealth Management held 523 shares of Meta Platforms (Facebook) worth $379K as of Q3 2026.
  • DKM Wealth Management sold 96 Meta Platforms (Facebook) shares in Q3 2026, an estimated $59.9K.
  • Meta Platforms (Facebook) made up 0.24% of DKM Wealth Management's portfolio in Q3 2026, its #40 holding.
  • DKM Wealth Management first reported a position in Meta Platforms (Facebook) in Q3 2025 and has held it in 5 quarters since.
  • DKM Wealth Management's Meta Platforms (Facebook) position peaked at $458K in Q3 2025.
  • 267 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

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