TLWM Financial
META icon

TLWM Financial’s Meta Platforms (Facebook) META Stock Holding History

TLWM Financial’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 		$3.05M Sell
4,211
-106
-2% -$66.2K 0.49% 15
2026
Q2 		$2.43M Sell
4,317
-22
-0.5% -$13.5K 0.4% 21
2026
Q1 		$2.48M Buy
4,339
+148
+4% +$94.8K 0.45% 18
2025
Q4 		$2.77M Buy
4,191
+795
+23% +$531K 0.51% 18
2025
Q3 		$2.49M Sell
3,396
-776
-19% -$578K 0.45% 19
2025
Q2 		$3.08M Sell
4,172
-20
-0.5% -$12.4K 0.59% 13
2025
Q1 		$2.42M Buy
4,192
+52
+1% +$33.5K 0.48% 15
2024
Q4 		$2.42M Buy
4,140
+78
+2% +$45.8K 0.48% 18
2024
Q3 		$2.33M Sell
4,062
-14
-0.3% -$7.2K 0.47% 16
2024
Q2 		$2.06M Buy
4,076
+38
+0.9% +$18.5K 0.44% 17
2024
Q1 		$1.96M Sell
4,038
-1,393
-26% -$621K 0.44% 16
2023
Q4 		$1.92M Sell
5,431
-2,473
-31% -$805K 0.45% 16
2023
Q3 		$2.37M Buy
7,904
+153
+2% +$46.1K 0.63% 14
2023
Q2 		$2.22M Sell
7,751
-64
-0.8% -$15.8K 0.64% 16
2023
Q1 		$1.66M Sell
7,815
-1,714
-18% -$292K 0.53% 17
2022
Q4 		$1.15M Buy
9,529
+1,784
+23% +$209K 0.42% 22
2022
Q3 		$983K Buy
7,745
+2,848
+58% +$462K 0.43% 24
2022
Q2 		$782K Sell
4,897
-7
-0.1% -$1.35K 0.3% 33
2022
Q1 		$1.09M Buy
4,904
+1,447
+42% +$362K 0.38% 28
2021
Q4 		$1.16M Buy
3,457
+179
+5% +$59.4K 0.39% 27
2021
Q3 		$1.1M Buy
3,278
+125
+4% +$45K 0.42% 23
2021
Q2 		$1.1M Buy
3,153
+27
+0.9% +$8.66K 0.39% 24
2021
Q1 		$917K Buy
3,126
+160
+5% +$43.1K 0.35% 28
2020
Q4 		$810K Buy
+2,966
New +$813K 0.32% 29

Other funds holding META

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

TLWM Financial's META Position: Q3 2026 in Review

TLWM Financial reduced its Meta Platforms (Facebook) (META) stake by 2.5% in Q3 2026, selling an estimated $66.2K and leaving 4,211 shares worth $3.05M. The position accounts for 0.49% of the portfolio, ranked #15.

TLWM Financial first reported a position in META in Q4 2020 and has held it in 24 quarters since. The position peaked at $3.08M in Q2 2025. 1,281 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • TLWM Financial held 4,211 shares of Meta Platforms (Facebook) worth $3.05M as of Q3 2026.
  • TLWM Financial sold 106 Meta Platforms (Facebook) shares in Q3 2026, an estimated $66.2K.
  • Meta Platforms (Facebook) made up 0.49% of TLWM Financial's portfolio in Q3 2026, its #15 holding.
  • TLWM Financial first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 24 quarters since.
  • TLWM Financial's Meta Platforms (Facebook) position peaked at $3.08M in Q2 2025.
  • 1,281 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on TLWM Financial's 13F filing for Q3 2026, filed 9 Oct 2026.