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Financial & Tax Architects’s Meta Platforms (Facebook) META Stock Holding History

Financial & Tax Architects’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 		$2.18M Buy
3,876
+404
+12% +$247K 0.46% 54
2026
Q1 		$1.99M Buy
3,472
+32
+0.9% +$20.5K 0.44% 58
2025
Q4 		$2.27M Buy
3,440
+561
+19% +$375K 0.51% 52
2025
Q3 		$2.11M Buy
2,879
+84
+3% +$62.5K 0.47% 51
2025
Q2 		$2.06M Buy
2,795
+218
+8% +$135K 0.5% 43
2025
Q1 		$1.49M Sell
2,577
-383
-13% -$247K 0.37% 54
2024
Q4 		$1.73M Buy
2,960
+183
+7% +$107K 0.44% 51
2024
Q3 		$1.59M Buy
2,777
+46
+2% +$23.7K 0.41% 47
2024
Q2 		$1.38M Buy
2,731
+640
+31% +$311K 0.37% 51
2024
Q1 		$1.02M Sell
2,091
-44
-2% -$19.6K 0.28% 51
2023
Q4 		$756K Sell
2,135
-696
-25% -$227K 0.22% 54
2023
Q3 		$850K Buy
2,831
+439
+18% +$132K 0.26% 52
2023
Q2 		$686K Sell
2,392
-749
-24% -$185K 0.21% 54
2023
Q1 		$666K Sell
3,141
-587
-16% -$100K 0.22% 53
2022
Q4 		$520K Buy
3,728
+271
+8% +$31.8K 0.18% 56
2022
Q3 		$469K Sell
3,457
-188
-5% -$30.5K 0.18% 52
2022
Q2 		$588K Sell
3,645
-1,135
-24% -$219K 0.22% 55
2022
Q1 		$1.06M Buy
4,780
+1,486
+45% +$371K 0.4% 52
2021
Q4 		$1.11M Buy
3,294
+490
+17% +$163K 0.45% 59
2021
Q3 		$952K Buy
2,804
+352
+14% +$127K 0.43% 56
2021
Q2 		$853K Buy
2,452
+31
+1% +$9.95K 0.42% 53
2021
Q1 		$713K Buy
+2,421
New +$652K 0.4% 48

Other funds holding META

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Financial & Tax Architects's META Position: Q2 2026 in Review

Financial & Tax Architects increased its Meta Platforms (Facebook) (META) stake by 12% in Q2 2026, buying an estimated $247K and bringing the position to 3,876 shares worth $2.18M. The position accounts for 0.46% of the portfolio, ranked #54.

Financial & Tax Architects first reported a position in META in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.27M in Q4 2025. 2,519 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Financial & Tax Architects held 3,876 shares of Meta Platforms (Facebook) worth $2.18M as of Q2 2026.
  • Financial & Tax Architects bought 404 Meta Platforms (Facebook) shares in Q2 2026, an estimated $247K.
  • Meta Platforms (Facebook) made up 0.46% of Financial & Tax Architects's portfolio in Q2 2026, its #54 holding.
  • Financial & Tax Architects first reported a position in Meta Platforms (Facebook) in Q1 2021 and has held it in 22 quarters since.
  • Financial & Tax Architects's Meta Platforms (Facebook) position peaked at $2.27M in Q4 2025.
  • 2,519 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Financial & Tax Architects's 13F filing for Q2 2026, filed 23 Jul 2026.