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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
2023
Q3 		– Sell
-830
Closed -$235K – 200
2023
Q2 		$235K Buy
+830
New +$205K 0.09% 120

Other funds holding META

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
ECSS
Eurizon Capital SGR SpA Milan $37.3B 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. 2,178 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.
  • 2,178 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.