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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

TLWM Financial's META Position: Q2 2026 in Review

TLWM Financial reduced its Meta Platforms (Facebook) (META) stake by 0.51% in Q2 2026, selling an estimated $13.5K and leaving 4,317 shares worth $2.43M. The position accounts for 0.4% of the portfolio, ranked #21.

TLWM Financial first reported a position in META in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.08M in Q2 2025. 891 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • TLWM Financial held 4,317 shares of Meta Platforms (Facebook) worth $2.43M as of Q2 2026.
  • TLWM Financial sold 22 Meta Platforms (Facebook) shares in Q2 2026, an estimated $13.5K.
  • Meta Platforms (Facebook) made up 0.4% of TLWM Financial's portfolio in Q2 2026, its #21 holding.
  • TLWM Financial first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 23 quarters since.
  • TLWM Financial's Meta Platforms (Facebook) position peaked at $3.08M in Q2 2025.
  • 891 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on TLWM Financial's 13F filing for Q2 2026, filed 7 Jul 2026.