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Whalen Wealth Management Inc. → META

Whalen Wealth Management Inc. META Position History

Meta Platforms, Inc. • Technology

Quarters held
5
Latest value
$5.6M
Q3 2026
Peak value
$5.6M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$4.4M
Q4 2025$4.8M
Q1 2026$3.7M
Q2 2026$4.4M
Q3 2026$5.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5.6M7.7K——
Q2 2026$4.4M7.8K——
Q1 2026$3.7M6.5K——
Q4 2025$4.8M7.3K——
Q3 2025$4.4M6.0K——

Other funds holding META

Other Whalen Wealth Management Inc. positions

ETHA

ISHARES TR

$13.7M
ETHA

ISHARES TR

$11.5M
NVDA

NVIDIA CORPORATION

$10.7M
ETHA

ISHARES TR

$9.4M
NVDA

NVIDIA CORPORATION

$8.6M
ETHA

ISHARES TR

$8.6M
ETHA

ISHARES TR

$8.3M
NVDA

NVIDIA CORPORATION

$8.3M