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

TLW 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 		$4.4M Sell
7,816
-555
-7% -$339K 2.49% 13
2026
Q1 		$4.79M Buy
8,371
+2,584
+45% +$1.66M 2.81% 13
2025
Q4 		$3.82M Buy
5,787
+257
+5% +$172K 2.2% 14
2025
Q3 		$4.06M Sell
5,530
-2,811
-34% -$2.09M 2.32% 14
2025
Q2 		$6.16M Buy
8,341
+872
+12% +$539K 3.43% 13
2025
Q1 		$4.3M Buy
7,469
+2,108
+39% +$1.36M 2.58% 13
2024
Q4 		$3.14M Buy
+5,361
New +$3.15M 1.87% 14
2022
Q3 		– Sell
-18,258
Closed -$2.94M – 19
2022
Q2 		$2.94M Sell
18,258
-1,111
-6% -$214K 2.3% 14
2022
Q1 		$4.31M Sell
19,369
-9,644
-33% -$2.41M 2.52% 15
2021
Q4 		$9.76M Buy
29,013
+1,193
+4% +$396K 5.2% 12
2021
Q3 		$9.44M Buy
27,820
+2,692
+11% +$970K 5.16% 10
2021
Q2 		$8.74M Buy
25,128
+124
+0.5% +$39.8K 4.85% 11
2021
Q1 		$7.36M Buy
25,004
+1,538
+7% +$414K 4.47% 15
2020
Q4 		$6.41M Buy
23,466
+1,561
+7% +$428K 4.14% 14
2020
Q3 		$5.74M Buy
21,905
+102
+0.5% +$26.3K 4.27% 14
2020
Q2 		$4.95M Buy
21,803
+2,842
+15% +$593K 4.27% 13
2020
Q1 		$3.16M Sell
18,961
-75
-0.4% -$14.7K 3.46% 16
2019
Q4 		$3.91M Buy
19,036
+4
+0% +$775 3.39% 15
2019
Q3 		$3.39M Buy
19,032
+244
+1% +$46.4K 3.18% 15
2019
Q2 		$3.63M Sell
18,788
-20
-0.1% -$3.65K 3.53% 15
2019
Q1 		$3.13M Buy
+18,808
New +$2.99M 3.34% 15

Other funds holding META

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

TLW Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 6.6% in Q2 2026, selling an estimated $339K and leaving 7,816 shares worth $4.4M. The position accounts for 2.49% of the portfolio, ranked #13.

TLW Wealth Management first reported a position in META in Q1 2019 and has held it in 21 quarters since. The position peaked at $9.76M in Q4 2021. 2,138 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • TLW Wealth Management held 7,816 shares of Meta Platforms (Facebook) worth $4.4M as of Q2 2026.
  • TLW Wealth Management sold 555 Meta Platforms (Facebook) shares in Q2 2026, an estimated $339K.
  • Meta Platforms (Facebook) made up 2.49% of TLW Wealth Management's portfolio in Q2 2026, its #13 holding.
  • TLW Wealth Management first reported a position in Meta Platforms (Facebook) in Q1 2019 and has held it in 21 quarters since.
  • TLW Wealth Management's Meta Platforms (Facebook) position peaked at $9.76M in Q4 2021.
  • 2,138 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on TLW Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.