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Brass Tax Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Brass Tax 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
2025
Q3 		$283K Buy
385
+38
+11% +$28.3K 0.05% 193
2025
Q2 		$256K Buy
+347
New +$214K 0.05% 189

Other funds holding META

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Brass Tax Wealth Management's META Position: Q3 2025 in Review

Brass Tax Wealth Management increased its Meta Platforms (Facebook) (META) stake by 11% in Q3 2025, buying an estimated $28.3K and bringing the position to 385 shares worth $283K. The position accounts for 0.05% of the portfolio, ranked #193.

Brass Tax Wealth Management first reported a position in META in Q2 2025 and has held it in 2 quarters since. 4,903 funds tracked by Wall St. Rank hold META as of Q3 2025.

  • Brass Tax Wealth Management held 385 shares of Meta Platforms (Facebook) worth $283K as of Q3 2025.
  • Brass Tax Wealth Management bought 38 Meta Platforms (Facebook) shares in Q3 2025, an estimated $28.3K.
  • Meta Platforms (Facebook) made up 0.05% of Brass Tax Wealth Management's portfolio in Q3 2025, its #193 holding.
  • Brass Tax Wealth Management first reported a position in Meta Platforms (Facebook) in Q2 2025 and has held it in 2 quarters since.
  • 4,903 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.