Hartmann Taylor Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Hartmann Taylor 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
2026 Q3	$497K	Buy	685 +198	+41%	+$124K	0.28%	41
2026 Q2	$279K	Hold	487	–	–	0.18%	49
2026 Q1	$279K	Buy	487 +1	+0.2%	+$641	0.18%	49
2025 Q4	$321K	Sell	486 -65	-12%	-$43.4K	0.22%	46
2025 Q3	$405K	Buy	551 +48	+10%	+$35.7K	0.29%	40
2025 Q2	$371K	Buy	+503	New	+$311K	0.31%	37

Other funds holding META

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Hartmann Taylor Wealth Management's META Position: Q3 2026 in Review

Hartmann Taylor Wealth Management increased its Meta Platforms (Facebook) (META) stake by 41% in Q3 2026, buying an estimated $124K and bringing the position to 685 shares worth $497K. The position accounts for 0.28% of the portfolio, ranked #41.

Hartmann Taylor Wealth Management first reported a position in META in Q2 2025 and has held it in 6 quarters since. 3,437 funds tracked by Wall St. Rank hold META as of Q3 2026.

Hartmann Taylor Wealth Management held 685 shares of Meta Platforms (Facebook) worth $497K as of Q3 2026.
Hartmann Taylor Wealth Management bought 198 Meta Platforms (Facebook) shares in Q3 2026, an estimated $124K.
Meta Platforms (Facebook) made up 0.28% of Hartmann Taylor Wealth Management's portfolio in Q3 2026, its #41 holding.
Hartmann Taylor Wealth Management first reported a position in Meta Platforms (Facebook) in Q2 2025 and has held it in 6 quarters since.
3,437 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Hartmann Taylor Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.