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

PBMares 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
2025
Q3 		$435K Sell
592
-4
-0.7% -$2.98K 0.07% 118
2025
Q2 		$440K Hold
596
– – 0.08% 115
2025
Q1 		$343K Sell
596
-1,091
-65% -$704K 0.07% 134
2024
Q4 		$987K Sell
1,687
-31
-2% -$18.2K 0.2% 70
2024
Q3 		$984K Buy
1,718
+18
+1% +$9.26K 0.21% 68
2024
Q2 		$857K Sell
1,700
-61
-3% -$29.7K 0.21% 75
2024
Q1 		$855K Sell
1,761
-64
-4% -$28.5K 0.22% 73
2023
Q4 		$646K Buy
1,825
+37
+2% +$12K 0.19% 82
2023
Q3 		$537K Sell
1,788
-129
-7% -$38.9K 0.19% 89
2023
Q2 		$550K Sell
1,917
-182
-9% -$44.9K 0.2% 92
2023
Q1 		$445K Sell
2,099
-87
-4% -$14.8K 0.17% 108
2022
Q4 		$263K Sell
2,186
-279
-11% -$32.8K 0.11% 134
2022
Q3 		$334K Buy
2,465
+73
+3% +$11.8K 0.15% 118
2022
Q2 		$386K Hold
2,392
– – 0.17% 107
2022
Q1 		$532K Sell
2,392
-25
-1% -$6.25K 0.33% 83
2021
Q4 		$813K Sell
2,417
-481
-17% -$160K 0.34% 62
2021
Q3 		$984K Hold
2,898
– – 0.47% 45
2021
Q2 		$1.01M Hold
2,898
– – 0.55% 44
2021
Q1 		$854K Buy
2,898
+662
+30% +$178K 0.7% 48
2020
Q4 		$611K Hold
2,236
– – 0.7% 57
2020
Q3 		$586K Hold
2,236
– – 0.86% 43
2020
Q2 		$508K Hold
2,236
– – 0.76% 48
2020
Q1 		$373K Hold
2,236
– – 0.59% 60
2019
Q4 		$459K Buy
+2,236
New +$433K 0.55% 63

Other funds holding META

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

PBMares Wealth Management's META Position: Q3 2025 in Review

PBMares Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 0.67% in Q3 2025, selling an estimated $2.98K and leaving 592 shares worth $435K. The position accounts for 0.07% of the portfolio, ranked #118.

PBMares Wealth Management first reported a position in META in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.01M in Q2 2021. 4,901 funds tracked by Wall St. Rank hold META as of Q3 2025.

  • PBMares Wealth Management held 592 shares of Meta Platforms (Facebook) worth $435K as of Q3 2025.
  • PBMares Wealth Management sold 4 Meta Platforms (Facebook) shares in Q3 2025, an estimated $2.98K.
  • Meta Platforms (Facebook) made up 0.07% of PBMares Wealth Management's portfolio in Q3 2025, its #118 holding.
  • PBMares Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2019 and has held it in 24 quarters since.
  • PBMares Wealth Management's Meta Platforms (Facebook) position peaked at $1.01M in Q2 2021.
  • 4,901 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.