Hurlow Wealth Management Group’s Meta Platforms (Facebook) META Stock Holding History

Hurlow Wealth Management Group’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	$541K	Buy	946 +66	+8%	+$42.3K	0.13%	54
2025 Q4	$581K	Buy	880 +64	+8%	+$42.7K	0.14%	48
2025 Q3	$599K	Sell	816 -464	-36%	-$345K	0.16%	50
2025 Q2	$945K	Buy	1,280 +285	+29%	+$176K	0.27%	41
2025 Q1	$573K	Buy	995 +55	+6%	+$35.5K	0.18%	53
2024 Q4	$550K	Sell	940 -226	-19%	-$133K	0.17%	57
2024 Q3	$667K	Buy	1,166 +667	+134%	+$343K	0.21%	47
2024 Q2	$252K	Sell	499 -2	-0.4%	-$972	0.09%	98
2024 Q1	$243K	Buy	+501	New	+$223K	0.09%	101
2021 Q1	–	Sell	-748	Closed	-$204K	–	98
2020 Q4	$204K	Buy	+748	New	+$205K	0.16%	92

Other funds holding META

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Hurlow Wealth Management Group's META Position: Q1 2026 in Review

Hurlow Wealth Management Group increased its Meta Platforms (Facebook) (META) stake by 7.5% in Q1 2026, buying an estimated $42.3K and bringing the position to 946 shares worth $541K. The position accounts for 0.13% of the portfolio, ranked #54.

Hurlow Wealth Management Group first reported a position in META in Q4 2020 and has held it in 10 quarters since. The position peaked at $945K in Q2 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

Hurlow Wealth Management Group held 946 shares of Meta Platforms (Facebook) worth $541K as of Q1 2026.
Hurlow Wealth Management Group bought 66 Meta Platforms (Facebook) shares in Q1 2026, an estimated $42.3K.
Meta Platforms (Facebook) made up 0.13% of Hurlow Wealth Management Group's portfolio in Q1 2026, its #54 holding.
Hurlow Wealth Management Group first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 10 quarters since.
Hurlow Wealth Management Group's Meta Platforms (Facebook) position peaked at $945K in Q2 2025.
5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

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