NWM
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Northwest Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Northwest 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 		$1.02M Buy
1,812
+60
+3% +$36.7K 0.13% 81
2026
Q1 		$1M Buy
1,752
+469
+37% +$301K 0.15% 71
2025
Q4 		$847K Sell
1,283
-194
-13% -$130K 0.13% 78
2025
Q3 		$1.08M Buy
1,477
+154
+12% +$115K 0.18% 67
2025
Q2 		$976K Sell
1,323
-152
-10% -$93.9K 0.18% 73
2025
Q1 		$850K Sell
1,475
-12
-0.8% -$7.74K 0.17% 76
2024
Q4 		$871K Buy
1,487
+220
+17% +$129K 0.18% 77
2024
Q3 		$725K Sell
1,267
-3
-0.2% -$1.54K 0.17% 82
2024
Q2 		$640K Buy
1,270
+22
+2% +$10.7K 0.17% 85
2024
Q1 		$606K Buy
1,248
+88
+8% +$39.3K 0.17% 86
2023
Q4 		$411K Buy
1,160
+28
+2% +$9.12K 0.12% 103
2023
Q3 		$340K Sell
1,132
-1
-0.1% -$301 0.12% 104
2023
Q2 		$325K Hold
1,133
– – 0.12% 109
2023
Q1 		$240K Buy
+1,133
New +$193K 0.09% 131
2022
Q3 		– Sell
-1,387
Closed -$224K – 143
2022
Q2 		$224K Buy
+1,387
New +$268K 0.1% 130
2019
Q2 		– Sell
-993
Closed -$166K – 337
2019
Q1 		$166K Sell
993
-1,014
-51% -$161K 0.13% 122
2018
Q4 		$263K Sell
2,007
-2,003
-50% -$290K 0.22% 86
2018
Q3 		$659K Buy
4,010
+3,011
+301% +$545K 0.49% 51
2018
Q2 		$194K Sell
999
-59
-6% -$10.7K 0.15% 112
2018
Q1 		$169K Buy
+1,058
New +$190K 0.13% 116

Other funds holding META

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Northwest Wealth Management's META Position: Q2 2026 in Review

Northwest Wealth Management increased its Meta Platforms (Facebook) (META) stake by 3.4% in Q2 2026, buying an estimated $36.7K and bringing the position to 1,812 shares worth $1.02M. The position accounts for 0.13% of the portfolio, ranked #81.

Northwest Wealth Management first reported a position in META in Q1 2018 and has held it in 20 quarters since. The position peaked at $1.08M in Q3 2025. 2,157 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Northwest Wealth Management held 1,812 shares of Meta Platforms (Facebook) worth $1.02M as of Q2 2026.
  • Northwest Wealth Management bought 60 Meta Platforms (Facebook) shares in Q2 2026, an estimated $36.7K.
  • Meta Platforms (Facebook) made up 0.13% of Northwest Wealth Management's portfolio in Q2 2026, its #81 holding.
  • Northwest Wealth Management first reported a position in Meta Platforms (Facebook) in Q1 2018 and has held it in 20 quarters since.
  • Northwest Wealth Management's Meta Platforms (Facebook) position peaked at $1.08M in Q3 2025.
  • 2,157 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Northwest Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.