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MJT & Associates Financial Advisory’s Meta Platforms (Facebook) META Stock Holding History

MJT & Associates Financial Advisory’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 		$42.8K Sell
59
-36
-38% -$22.5K 0.03% 78
2026
Q2 		$53K Buy
95
+9
+10% +$5.5K 0.04% 79
2026
Q1 		$48.6K Buy
86
+14
+19% +$8.97K 0.04% 81
2025
Q4 		$46.9K Buy
72
+7
+11% +$4.67K 0.04% 84
2025
Q3 		$47.7K Buy
65
+8
+14% +$5.95K 0.04% 83
2025
Q2 		$42.1K Hold
57
– – 0.05% 100
2025
Q1 		$32.9K Buy
+57
New +$36.8K 0.03% 121

Other funds holding META

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

MJT & Associates Financial Advisory's META Position: Q3 2026 in Review

MJT & Associates Financial Advisory reduced its Meta Platforms (Facebook) (META) stake by 38% in Q3 2026, selling an estimated $22.5K and leaving 59 shares worth $42.8K. The position accounts for 0.03% of the portfolio, ranked #78.

MJT & Associates Financial Advisory first reported a position in META in Q1 2025 and has held it in 7 quarters since. The position peaked at $53K in Q2 2026. 267 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • MJT & Associates Financial Advisory held 59 shares of Meta Platforms (Facebook) worth $42.8K as of Q3 2026.
  • MJT & Associates Financial Advisory sold 36 Meta Platforms (Facebook) shares in Q3 2026, an estimated $22.5K.
  • Meta Platforms (Facebook) made up 0.03% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #78 holding.
  • MJT & Associates Financial Advisory first reported a position in Meta Platforms (Facebook) in Q1 2025 and has held it in 7 quarters since.
  • MJT & Associates Financial Advisory's Meta Platforms (Facebook) position peaked at $53K in Q2 2026.
  • 267 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.