Sweeney & Michel
META icon

Sweeney & Michel’s Meta Platforms (Facebook) META Stock Holding History

Sweeney & Michel’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 		$1.04M Sell
1,435
-168
-10% -$105K 0.28% 60
2026
Q2 		$949K Buy
1,603
+29
+2% +$17.7K 0.25% 63
2026
Q1 		$999K Buy
1,574
+21
+1% +$13.5K 0.29% 58
2025
Q4 		$1.04M Sell
1,553
-70
-4% -$46.7K 0.31% 55
2025
Q3 		$1.14M Sell
1,623
-4
-0.2% -$2.98K 0.38% 46
2025
Q2 		$1.17M Buy
1,627
+1
+0.1% +$618 0.41% 43
2025
Q1 		$830K Buy
+1,626
New +$1.05M 0.36% 49
2024
Q3 		$916K Buy
1,589
+2
+0.1% +$1.03K 0.36% 50
2024
Q2 		$841K Buy
1,587
+1
+0.1% +$486 0.36% 47
2024
Q1 		$748K Buy
+1,586
New +$707K 0.33% 56
2023
Q3 		$539K Buy
1,687
+5
+0.3% +$1.51K 0.28% 61
2023
Q2 		$526K Hold
1,682
– – 0.27% 62
2023
Q1 		$456K Buy
+1,682
New +$286K 0.24% 67

Other funds holding META

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Sweeney & Michel's META Position: Q3 2026 in Review

Sweeney & Michel reduced its Meta Platforms (Facebook) (META) stake by 10% in Q3 2026, selling an estimated $105K and leaving 1,435 shares worth $1.04M. The position accounts for 0.28% of the portfolio, ranked #60.

Sweeney & Michel first reported a position in META in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.17M in Q2 2025. 3,565 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Sweeney & Michel held 1,435 shares of Meta Platforms (Facebook) worth $1.04M as of Q3 2026.
  • Sweeney & Michel sold 168 Meta Platforms (Facebook) shares in Q3 2026, an estimated $105K.
  • Meta Platforms (Facebook) made up 0.28% of Sweeney & Michel's portfolio in Q3 2026, its #60 holding.
  • Sweeney & Michel first reported a position in Meta Platforms (Facebook) in Q1 2023 and has held it in 13 quarters since.
  • Sweeney & Michel's Meta Platforms (Facebook) position peaked at $1.17M in Q2 2025.
  • 3,565 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.