IFWM
META icon

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

Institute for 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 		– Hold
0
– – – 842

Other funds holding META

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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. 3,354 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.
  • 3,354 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.