Keudell/Morrison Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Keudell/Morrison 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	$1.69M	Sell	3,004 -86	-3%	-$52.6K	0.32%	54
2026 Q1	$1.77M	Sell	3,090 -52	-2%	-$33.3K	0.36%	48
2025 Q4	$2.07M	Buy	+3,142	New	+$2.1M	0.44%	40
2025 Q2	$2.46M	Buy	3,331 +77	+2%	+$47.6K	0.55%	35
2025 Q1	$1.88M	Sell	3,254 -45	-1%	-$29K	0.44%	44
2024 Q4	$1.93M	Buy	3,299 +43	+1%	+$25.2K	0.5%	42
2024 Q3	$1.86M	Buy	3,256 +1	+0%	+$515	0.51%	44
2024 Q2	$1.64M	Buy	3,255 +82	+3%	+$39.9K	0.48%	45
2024 Q1	$1.54M	Sell	3,173 -138	-4%	-$61.6K	0.47%	48
2023 Q4	$1.17M	Buy	3,311 +548	+20%	+$178K	0.39%	53
2023 Q3	$829K	Sell	2,763 -213	-7%	-$64.2K	0.25%	66
2023 Q2	$854K	Sell	2,976 -859	-22%	-$212K	0.25%	67
2023 Q1	$813K	Buy	3,835 +420	+12%	+$71.5K	0.24%	69
2022 Q4	$411K	Sell	3,415 -3,738	-52%	-$439K	0.13%	105
2022 Q3	$971K	Buy	7,153 +588	+9%	+$95.3K	0.36%	55
2022 Q2	$1.06M	Buy	6,565 +20	+0.3%	+$3.86K	0.38%	56
2022 Q1	$1.46M	Buy	6,545 +25	+0.4%	+$6.25K	0.61%	42
2021 Q4	$2.19M	Sell	6,520 -606	-9%	-$201K	0.87%	24
2021 Q3	$2.42M	Sell	7,126 -125	-2%	-$45K	1.04%	17
2021 Q2	$2.52M	Sell	7,251 -331	-4%	-$106K	1.38%	16
2021 Q1	$2.23M	Buy	7,582 +293	+4%	+$78.9K	1.3%	17
2020 Q4	$1.99M	Sell	7,289 -10	-0.1%	-$2.74K	1.26%	18
2020 Q3	$1.91M	Sell	7,299 -164	-2%	-$42.3K	1.23%	18
2020 Q2	$1.7M	Buy	7,463 +10	+0.1%	+$2.09K	1.4%	15
2020 Q1	$1.24M	Buy	7,453 +519	+7%	+$102K	1.22%	20
2019 Q4	$1.42M	Sell	6,934 -669	-9%	-$130K	0.98%	26
2019 Q3	$1.35M	Sell	7,603 -14	-0.2%	-$2.66K	1.12%	24
2019 Q2	$1.41M	Buy	7,617 +476	+7%	+$87K	1.23%	22
2019 Q1	$1.19M	Buy	+7,141	New	+$1.14M	1.05%	31

Other funds holding META

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Keudell/Morrison Wealth Management's META Position: Q2 2026 in Review

Keudell/Morrison Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 2.8% in Q2 2026, selling an estimated $52.6K and leaving 3,004 shares worth $1.69M. The position accounts for 0.32% of the portfolio, ranked #54.

Keudell/Morrison Wealth Management first reported a position in META in Q1 2019 and has held it in 29 quarters since. The position peaked at $2.52M in Q2 2021. 891 funds tracked by Wall St. Rank hold META as of Q2 2026.

Keudell/Morrison Wealth Management held 3,004 shares of Meta Platforms (Facebook) worth $1.69M as of Q2 2026.
Keudell/Morrison Wealth Management sold 86 Meta Platforms (Facebook) shares in Q2 2026, an estimated $52.6K.
Meta Platforms (Facebook) made up 0.32% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #54 holding.
Keudell/Morrison Wealth Management first reported a position in Meta Platforms (Facebook) in Q1 2019 and has held it in 29 quarters since.
Keudell/Morrison Wealth Management's Meta Platforms (Facebook) position peaked at $2.52M in Q2 2021.
891 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.