IWM
META icon

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

Iams 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
Q2 		$3.42M Buy
6,065
+574
+10% +$351K 1.03% 25
2026
Q1 		$3.14M Sell
5,491
-104
-2% -$66.7K 1.1% 21
2025
Q4 		$3.69M Buy
5,595
+1,619
+41% +$1.08M 1.33% 14
2025
Q3 		$2.92M Buy
3,976
+1,502
+61% +$1.12M 1.17% 18
2025
Q2 		$1.83M Buy
2,474
+82
+3% +$50.7K 0.84% 37
2025
Q1 		$1.38M Buy
2,392
+658
+38% +$425K 0.63% 57
2024
Q4 		$1.02M Sell
1,734
-154
-8% -$90.4K 0.46% 68
2024
Q3 		$1.08M Buy
1,888
+338
+22% +$174K 0.53% 63
2024
Q2 		$782K Sell
1,550
-512
-25% -$249K 0.43% 68
2024
Q1 		$998K Buy
2,062
+1,188
+136% +$530K 0.61% 58
2023
Q4 		$309K Buy
874
+157
+22% +$51.1K 0.2% 93
2023
Q3 		$207K Buy
+717
New +$216K 0.14% 110

Other funds holding META

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Iams Wealth Management's META Position: Q2 2026 in Review

Iams Wealth Management increased its Meta Platforms (Facebook) (META) stake by 10% in Q2 2026, buying an estimated $351K and bringing the position to 6,065 shares worth $3.42M. The position accounts for 1.03% of the portfolio, ranked #25.

Iams Wealth Management first reported a position in META in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.69M in Q4 2025. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Iams Wealth Management held 6,065 shares of Meta Platforms (Facebook) worth $3.42M as of Q2 2026.
  • Iams Wealth Management bought 574 Meta Platforms (Facebook) shares in Q2 2026, an estimated $351K.
  • Meta Platforms (Facebook) made up 1.03% of Iams Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Iams Wealth Management first reported a position in Meta Platforms (Facebook) in Q3 2023 and has held it in 12 quarters since.
  • Iams Wealth Management's Meta Platforms (Facebook) position peaked at $3.69M in Q4 2025.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.