KL
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KWMG LLC’s Meta Platforms (Facebook) META Stock Holding History

KWMG LLC’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 		$360K Buy
497
+13
+3% +$8.11K 0.03% 130
2026
Q2 		$273K Buy
484
+1
+0.2% +$611 0.02% 142
2026
Q1 		$276K Sell
483
-146
-23% -$93.6K 0.02% 136
2025
Q4 		$415K Buy
629
+96
+18% +$64.1K 0.04% 127
2025
Q3 		$391K Buy
533
+14
+3% +$10.4K 0.03% 125
2025
Q2 		$383K Buy
519
+6
+1% +$3.71K 0.04% 127
2025
Q1 		$296K Buy
513
+104
+25% +$67.1K 0.03% 130
2024
Q4 		$239K Hold
409
– – 0.02% 130
2024
Q3 		$234K Buy
409
+6
+1% +$3.09K 0.02% 131
2024
Q2 		$203K Buy
+403
New +$196K 0.02% 133
2022
Q1 		– Sell
-712
Closed -$239K – 144
2021
Q4 		$239K Sell
712
-1
-0.1% -$332 0.03% 141
2021
Q3 		$242K Hold
713
– – 0.04% 138
2021
Q2 		$246K Sell
713
-4
-0.6% -$1.28K 0.04% 135
2021
Q1 		$211K Sell
717
-80
-10% -$21.5K 0.03% 141
2020
Q4 		$218K Buy
+797
New +$218K 0.04% 133
2019
Q2 		– Sell
-608
Closed -$101K – 306
2019
Q1 		$101K Buy
608
+9
+2% +$1.43K 0.03% 132
2018
Q4 		$79K Buy
599
+9
+2% +$1.3K 0.02% 140
2018
Q3 		$97K Buy
590
+269
+84% +$48.7K 0.02% 127
2018
Q2 		$62K Buy
+321
New +$58K 0.02% 146

Other funds holding META

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

KWMG LLC's META Position: Q3 2026 in Review

KWMG LLC increased its Meta Platforms (Facebook) (META) stake by 2.7% in Q3 2026, buying an estimated $8.11K and bringing the position to 497 shares worth $360K. The position accounts for 0.03% of the portfolio, ranked #130.

KWMG LLC first reported a position in META in Q2 2018 and has held it in 19 quarters since. The position peaked at $415K in Q4 2025. 267 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • KWMG LLC held 497 shares of Meta Platforms (Facebook) worth $360K as of Q3 2026.
  • KWMG LLC bought 13 Meta Platforms (Facebook) shares in Q3 2026, an estimated $8.11K.
  • Meta Platforms (Facebook) made up 0.03% of KWMG LLC's portfolio in Q3 2026, its #130 holding.
  • KWMG LLC first reported a position in Meta Platforms (Facebook) in Q2 2018 and has held it in 19 quarters since.
  • KWMG LLC's Meta Platforms (Facebook) position peaked at $415K in Q4 2025.
  • 267 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on KWMG LLC's 13F filing for Q3 2026, filed 7 Oct 2026.