Institute for Wealth Management’s Meta Platforms (Facebook) META Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $14.2M | Buy |
25,278
+5,452
| +27% | +$3.33M | 1.26% | 9 |
|
|
2026
Q1 | $11.3M | Sell |
19,826
-28
| -0.1% | -$17.9K | 1.21% | 8 |
|
|
2025
Q4 | $13.1M | Sell |
19,854
-286
| -1% | -$191K | 1.39% | 7 |
|
|
2025
Q3 | $14.8M | Sell |
20,140
-401
| -2% | -$298K | 1.54% | 6 |
|
|
2025
Q2 | $15.2M | Sell |
20,541
-18
| -0.1% | -$11.1K | 1.69% | 6 |
|
|
2025
Q1 | $11.8M | Buy |
20,559
+318
| +2% | +$205K | 1.52% | 6 |
|
|
2024
Q4 | $11.9M | Sell |
20,241
-34
| -0.2% | -$20K | 1.48% | 6 |
|
|
2024
Q3 | $11.6M | Sell |
20,275
-210
| -1% | -$108K | 1.46% | 5 |
|
|
2024
Q2 | $10.3M | Buy |
20,485
+320
| +2% | +$156K | 1.38% | 8 |
|
|
2024
Q1 | $9.79M | Sell |
20,165
-15
| -0.1% | -$6.69K | 1.26% | 7 |
|
|
2023
Q4 | $7.14M | Sell |
20,180
-418
| -2% | -$136K | 1.16% | 10 |
|
|
2023
Q3 | $6.18M | Sell |
20,598
-264
| -1% | -$79.5K | 1.12% | 10 |
|
|
2023
Q2 | $5.99M | Sell |
20,862
-97
| -0.5% | -$23.9K | 1.01% | 12 |
|
|
2023
Q1 | $4.44M | Sell |
20,959
-238
| -1% | -$40.5K | 0.85% | 14 |
|
|
2022
Q4 | $2.55M | Sell |
21,197
-2,243
| -10% | -$263K | 0.54% | 39 |
|
|
2022
Q3 | $3.18M | Sell |
23,440
-109
| -0.5% | -$17.7K | 0.71% | 22 |
|
|
2022
Q2 | $3.8M | Buy |
23,549
+564
| +2% | +$109K | 0.75% | 15 |
|
|
2022
Q1 | $5.11M | Buy |
22,985
+962
| +4% | +$240K | 0.83% | 14 |
|
|
2021
Q4 | $7.41M | Buy |
22,023
+133
| +0.6% | +$44.2K | 1.21% | 9 |
|
|
2021
Q3 | $7.43M | Buy |
21,890
+463
| +2% | +$167K | 1.3% | 9 |
|
|
2021
Q2 | $7.45M | Sell |
21,427
-260
| -1% | -$83.4K | 1.31% | 8 |
|
|
2021
Q1 | $6.39M | Sell |
21,687
-282
| -1% | -$75.9K | 1.21% | 8 |
|
|
2020
Q4 | $6M | Buy |
21,969
+410
| +2% | +$112K | 1.19% | 12 |
|
|
2020
Q3 | $5.65M | Buy |
21,559
+308
| +1% | +$79.4K | 1.29% | 11 |
|
|
2020
Q2 | $4.83M | Sell |
21,251
-45
| -0.2% | -$9.39K | 1.18% | 11 |
|
|
2020
Q1 | $3.55M | Sell |
21,296
-2,880
| -12% | -$564K | 1.1% | 13 |
|
|
2019
Q4 | $4.96M | Sell |
24,176
-195
| -0.8% | -$37.8K | 1.12% | 10 |
|
|
2019
Q3 | $4.34M | Sell |
24,371
-2,517
| -9% | -$478K | 1.09% | 12 |
|
|
2019
Q2 | $5.19M | Sell |
26,888
-199
| -0.7% | -$36.4K | 1.15% | 10 |
|
|
2019
Q1 | $4.51M | Buy |
27,087
+58
| +0.2% | +$9.22K | 0.98% | 14 |
|
|
2018
Q4 | $3.54M | Sell |
27,029
-370
| -1% | -$53.6K | 1.45% | 7 |
|
|
2018
Q3 | $4.58M | Buy |
27,399
+16
| +0.1% | +$2.9K | 1.55% | 10 |
|
|
2018
Q2 | $5.33M | Buy |
27,383
+479
| +2% | +$86.6K | 1.7% | 11 |
|
|
2018
Q1 | $4.63M | Buy |
26,904
+1,276
| +5% | +$229K | 1.36% | 11 |
|
|
2017
Q4 | $4.46M | Sell |
25,628
-2,745
| -10% | -$485K | 1.03% | 10 |
|
|
2017
Q3 | $4.86M | Buy |
28,373
+422
| +2% | +$70.4K | 1.58% | 6 |
|
|
2017
Q2 | $4.22M | Buy |
+27,951
| New | +$4.16M | 1.16% | 8 |
|
|
2013
Q3 | – | Sell |
-100
| Closed | -$2K | – | 94 |
|
|
2013
Q2 | $2K | Buy |
+100
| New | +$2.56K | ﹤0.01% | 111 |
|
Other funds holding META
Institute for Wealth Management's META Position: Q2 2026 in Review
Institute for Wealth Management increased its Meta Platforms (Facebook) (META) stake by 27% in Q2 2026, buying an estimated $3.33M and bringing the position to 25,278 shares worth $14.2M. The position accounts for 1.26% of the portfolio, ranked #9.
Institute for Wealth Management first reported a position in META in Q2 2013 and has held it in 38 quarters since. The position peaked at $15.2M in Q2 2025. 5,038 funds tracked by Wall St. Rank hold META as of Q2 2026.
- Institute for Wealth Management held 25,278 shares of Meta Platforms (Facebook) worth $14.2M as of Q2 2026.
- Institute for Wealth Management bought 5,452 Meta Platforms (Facebook) shares in Q2 2026, an estimated $3.33M.
- Meta Platforms (Facebook) made up 1.26% of Institute for Wealth Management's portfolio in Q2 2026, its #9 holding.
- Institute for Wealth Management first reported a position in Meta Platforms (Facebook) in Q2 2013 and has held it in 38 quarters since.
- Institute for Wealth Management's Meta Platforms (Facebook) position peaked at $15.2M in Q2 2025.
- 5,038 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.