IMG Wealth Management
META icon

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

IMG 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 		$193K Buy
266
+65
+32% +$40.6K 0.1% 112
2026
Q2 		$113K Buy
201
+110
+121% +$67.3K 0.06% 148
2026
Q1 		$52.1K Sell
91
-144
-61% -$92.3K 0.03% 170
2025
Q4 		$155K Buy
235
+102
+77% +$68.1K 0.1% 106
2025
Q3 		$97.7K Hold
133
– – 0.07% 123
2025
Q2 		$98.2K Buy
+133
New +$82.2K 0.08% 119

Other funds holding META

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

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

IMG Wealth Management increased its Meta Platforms (Facebook) (META) stake by 32% in Q3 2026, buying an estimated $40.6K and bringing the position to 266 shares worth $193K. The position accounts for 0.1% of the portfolio, ranked #112.

IMG Wealth Management first reported a position in META in Q2 2025 and has held it in 6 quarters since. 2,199 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • IMG Wealth Management held 266 shares of Meta Platforms (Facebook) worth $193K as of Q3 2026.
  • IMG Wealth Management bought 65 Meta Platforms (Facebook) shares in Q3 2026, an estimated $40.6K.
  • Meta Platforms (Facebook) made up 0.1% of IMG Wealth Management's portfolio in Q3 2026, its #112 holding.
  • IMG Wealth Management first reported a position in Meta Platforms (Facebook) in Q2 2025 and has held it in 6 quarters since.
  • 2,199 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on IMG Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.