KMWM
META icon

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
2021
Q4 		– Sell
-100
Closed -$34K – 195
2021
Q3 		$34K Buy
+100
New +$36K 0.01% 174

Other funds holding META

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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)
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.