PTM Wealth Management
META icon

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

PTM 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
Q3 		$330K Hold
446
– – 0.14% 46
2026
Q2 		$265K Buy
446
+1
+0.2% +$611 0.12% 51
2026
Q1 		$255K Buy
445
+50
+13% +$32K 0.14% 50
2025
Q4 		$260K Hold
395
– – 0.15% 49
2025
Q3 		$283K Sell
395
-30
-7% -$22.3K 0.17% 42
2025
Q2 		$305K Buy
425
+30
+8% +$18.5K 0.2% 37
2025
Q1 		$201K Buy
+395
New +$255K 0.21% 39

Other funds holding META

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

PTM Wealth Management's META Position: Q3 2026 in Review

PTM Wealth Management held its Meta Platforms (Facebook) (META) position steady in Q3 2026 at 446 shares worth $330K. The position accounts for 0.14% of the portfolio, ranked #46.

PTM Wealth Management first reported a position in META in Q1 2025 and has held it in 7 quarters since. 4,551 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • PTM Wealth Management held 446 shares of Meta Platforms (Facebook) worth $330K as of Q3 2026.
  • PTM Wealth Management left its Meta Platforms (Facebook) share count unchanged in Q3 2026.
  • Meta Platforms (Facebook) made up 0.14% of PTM Wealth Management's portfolio in Q3 2026, its #46 holding.
  • PTM Wealth Management first reported a position in Meta Platforms (Facebook) in Q1 2025 and has held it in 7 quarters since.
  • 4,551 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on PTM Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.