HTWM
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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Hartmann Taylor Wealth Management's META Position: Q1 2026 in Review

Hartmann Taylor Wealth Management increased its Meta Platforms (Facebook) (META) stake by 0.21% in Q1 2026, buying an estimated $641 and bringing the position to 487 shares worth $279K. The position accounts for 0.18% of the portfolio, ranked #49.

Hartmann Taylor Wealth Management first reported a position in META in Q2 2025 and has held it in 4 quarters since. The position peaked at $405K in Q3 2025. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Hartmann Taylor Wealth Management held 487 shares of Meta Platforms (Facebook) worth $279K as of Q1 2026.
  • Hartmann Taylor Wealth Management bought 1 Meta Platforms (Facebook) share in Q1 2026, an estimated $641.
  • Meta Platforms (Facebook) made up 0.18% of Hartmann Taylor Wealth Management's portfolio in Q1 2026, its #49 holding.
  • Hartmann Taylor Wealth Management first reported a position in Meta Platforms (Facebook) in Q2 2025 and has held it in 4 quarters since.
  • Hartmann Taylor Wealth Management's Meta Platforms (Facebook) position peaked at $405K in Q3 2025.
  • 5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Hartmann Taylor Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.