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Allen Mooney & Barnes Investment Advisors’s Meta Platforms (Facebook) META Stock Holding History

Allen Mooney & Barnes Investment Advisors’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 		$16.5M Buy
22,729
+331
+1% +$207K 2.45% 14
2026
Q2 		$12.6M Sell
22,398
-1,249
-5% -$764K 1.92% 23
2026
Q1 		$13.5M Buy
23,647
+507
+2% +$325K 1.95% 27
2025
Q4 		$15.3M Buy
23,140
+661
+3% +$441K 2.3% 16
2025
Q3 		$16.5M Sell
22,479
-16,138
-42% -$12M 2.57% 10
2025
Q2 		$28.5M Buy
38,617
+18,184
+89% +$11.2M 4.68% 1
2025
Q1 		$11.8M Buy
20,433
+19,107
+1,441% +$12.3M 1.92% 25
2024
Q4 		$777K Buy
1,326
+99
+8% +$58.1K 0.13% 82
2024
Q3 		$702K Buy
1,227
+51
+4% +$26.2K 0.12% 84
2024
Q2 		$593K Buy
1,176
+295
+33% +$143K 0.11% 92
2024
Q1 		$461K Buy
881
+159
+22% +$70.9K 0.09% 108
2023
Q4 		$256K Sell
722
-162
-18% -$52.8K 0.05% 140
2023
Q3 		$265K Sell
884
-132
-13% -$39.8K 0.06% 125
2023
Q2 		$292K Sell
1,016
-15,724
-94% -$3.88M 0.06% 119
2023
Q1 		$3.55M Sell
16,740
-4,871
-23% -$830K 0.85% 35
2022
Q4 		$2.6M Buy
21,611
+4,237
+24% +$498K 0.63% 45
2022
Q3 		$2.36M Buy
17,374
+2,119
+14% +$343K 0.63% 44
2022
Q2 		$2.46M Sell
15,255
-125
-0.8% -$24.1K 0.63% 46
2022
Q1 		$3.42M Buy
+15,380
New +$3.84M 0.76% 42

Other funds holding META

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's META Position: Q3 2026 in Review

Allen Mooney & Barnes Investment Advisors increased its Meta Platforms (Facebook) (META) stake by 1.5% in Q3 2026, buying an estimated $207K and bringing the position to 22,729 shares worth $16.5M. The position accounts for 2.45% of the portfolio, ranked #14.

Allen Mooney & Barnes Investment Advisors first reported a position in META in Q1 2022 and has held it in 19 quarters since. The position peaked at $28.5M in Q2 2025. 580 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Allen Mooney & Barnes Investment Advisors held 22,729 shares of Meta Platforms (Facebook) worth $16.5M as of Q3 2026.
  • Allen Mooney & Barnes Investment Advisors bought 331 Meta Platforms (Facebook) shares in Q3 2026, an estimated $207K.
  • Meta Platforms (Facebook) made up 2.45% of Allen Mooney & Barnes Investment Advisors's portfolio in Q3 2026, its #14 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Meta Platforms (Facebook) in Q1 2022 and has held it in 19 quarters since.
  • Allen Mooney & Barnes Investment Advisors's Meta Platforms (Facebook) position peaked at $28.5M in Q2 2025.
  • 580 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.