SIM
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Sims Investment Management’s Meta Platforms (Facebook) META Stock Holding History

Sims Investment 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 		$1.19M Hold
1,636
– – 0.37% 21
2026
Q2 		$922K Sell
1,636
-718
-31% -$439K 0.28% 23
2026
Q1 		$1.35M Sell
2,354
-465
-16% -$298K 0.49% 21
2025
Q4 		$1.86M Buy
2,819
+174
+7% +$116K 0.66% 17
2025
Q3 		$1.94M Sell
2,645
-91
-3% -$67.7K 0.7% 17
2025
Q2 		$2.02M Buy
+2,736
New +$1.69M 0.81% 15

Other funds holding META

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 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

Sims Investment Management's META Position: Q3 2026 in Review

Sims Investment Management held its Meta Platforms (Facebook) (META) position steady in Q3 2026 at 1,636 shares worth $1.19M. The position accounts for 0.37% of the portfolio, ranked #21.

Sims Investment Management first reported a position in META in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.02M in Q2 2025. 625 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Sims Investment Management held 1,636 shares of Meta Platforms (Facebook) worth $1.19M as of Q3 2026.
  • Sims Investment Management left its Meta Platforms (Facebook) share count unchanged in Q3 2026.
  • Meta Platforms (Facebook) made up 0.37% of Sims Investment Management's portfolio in Q3 2026, its #21 holding.
  • Sims Investment Management first reported a position in Meta Platforms (Facebook) in Q2 2025 and has held it in 6 quarters since.
  • Sims Investment Management's Meta Platforms (Facebook) position peaked at $2.02M in Q2 2025.
  • 625 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Sims Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.