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

Pinnacle 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	$1.77M	Sell	3,147 -70	-2%	-$42.8K	1.1%	22
2026 Q1	$1.84M	Sell	3,217 -1,033	-24%	-$662K	1.24%	17
2025 Q4	$2.81M	Buy	4,250 +340	+9%	+$227K	1.89%	17
2025 Q3	$2.87M	Sell	3,910 -680	-15%	-$506K	1.94%	16
2025 Q2	$3.39M	Buy	4,590 +20	+0.4%	+$12.4K	2.83%	7
2025 Q1	$2.63M	Sell	4,570 -945	-17%	-$610K	2.97%	6
2024 Q4	$3.23M	Sell	5,515 -42	-0.8%	-$24.7K	3.59%	8
2024 Q3	$3.18M	Sell	5,557 -2,319	-29%	-$1.19M	3.8%	5
2024 Q2	$3.97M	Buy	7,876 +240	+3%	+$117K	4.97%	3
2024 Q1	$3.71M	Sell	7,636 -1,514	-17%	-$675K	3.87%	4
2023 Q4	$3.24M	Buy	9,150 +69	+0.8%	+$22.5K	3.7%	6
2023 Q3	$2.73M	Buy	9,081 +2,268	+33%	+$683K	3.31%	7
2023 Q2	$1.96M	Buy	+6,813	New	+$1.68M	1.97%	17
2022 Q4	$2.05M	Buy	17,038 +6,610	+63%	+$776K	2.47%	4
2022 Q3	$1.42M	Buy	+10,428	New	+$1.69M	1.72%	32

Other funds holding META

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

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

Pinnacle Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 2.2% in Q2 2026, selling an estimated $42.8K and leaving 3,147 shares worth $1.77M. The position accounts for 1.1% of the portfolio, ranked #22.

Pinnacle Wealth Management first reported a position in META in Q3 2022 and has held it in 15 quarters since. The position peaked at $3.97M in Q2 2024. 1,299 funds tracked by Wall St. Rank hold META as of Q2 2026.

Pinnacle Wealth Management held 3,147 shares of Meta Platforms (Facebook) worth $1.77M as of Q2 2026.
Pinnacle Wealth Management sold 70 Meta Platforms (Facebook) shares in Q2 2026, an estimated $42.8K.
Meta Platforms (Facebook) made up 1.1% of Pinnacle Wealth Management's portfolio in Q2 2026, its #22 holding.
Pinnacle Wealth Management first reported a position in Meta Platforms (Facebook) in Q3 2022 and has held it in 15 quarters since.
Pinnacle Wealth Management's Meta Platforms (Facebook) position peaked at $3.97M in Q2 2024.
1,299 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Pinnacle Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.