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IAM Advisory’s Meta Platforms (Facebook) META Stock Holding History

IAM Advisory’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
Q2 		– Sell
-1,900
Closed -$1.09M – 110
2026
Q1 		$1.09M Buy
1,900
+43
+2% +$27.6K 0.24% 57
2025
Q4 		$1.23M Buy
1,857
+4
+0.2% +$2.67K 0.27% 53
2025
Q3 		$1.36M Buy
1,853
+9
+0.5% +$6.7K 0.31% 51
2025
Q2 		$1.36M Buy
1,844
+16
+0.9% +$9.89K 0.33% 51
2025
Q1 		$1.05M Sell
1,828
-13
-0.7% -$8.39K 0.27% 58
2024
Q4 		$1.08M Buy
1,841
+2
+0.1% +$1.17K 0.27% 59
2024
Q3 		$1.05M Sell
1,839
-35
-2% -$18K 0.27% 56
2024
Q2 		$945K Sell
1,874
-20
-1% -$9.72K 0.26% 55
2024
Q1 		$919K Buy
1,894
+35
+2% +$15.6K 0.25% 57
2023
Q4 		$658K Sell
1,859
-8
-0.4% -$2.6K 0.21% 61
2023
Q3 		$560K Buy
+1,867
New +$563K 0.2% 62

Other funds holding META

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return