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Montz Harcus Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Montz Harcus 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 		$2.69M Buy
4,708
+36
+0.8% +$23.1K 1.09% 19
2025
Q4 		$3.08M Sell
4,672
-44
-0.9% -$29.4K 1.25% 19
2025
Q3 		$3.46M Buy
4,716
+4
+0.1% +$2.98K 1.51% 18
2025
Q2 		$3.48M Buy
4,712
+37
+0.8% +$22.9K 1.68% 16
2025
Q1 		$2.69M Buy
4,675
+17
+0.4% +$11K 1.47% 16
2024
Q4 		$2.73M Buy
4,658
+2
+0% +$1.17K 1.52% 15
2024
Q3 		$2.67M Buy
4,656
+2
+0% +$1.03K 1.56% 14
2024
Q2 		$2.35M Sell
4,654
-8
-0.2% -$3.89K 1.52% 14
2024
Q1 		$2.26M Sell
4,662
-64
-1% -$28.5K 1.53% 14
2023
Q4 		$1.67M Buy
4,726
+24
+0.5% +$7.82K 1.28% 14
2023
Q3 		$1.41M Buy
4,702
+21
+0.4% +$6.33K 1.21% 15
2023
Q2 		$1.34M Buy
4,681
+43
+0.9% +$10.6K 1.11% 15
2023
Q1 		$983K Hold
4,638
– – 0.91% 18
2022
Q4 		$558K Sell
4,638
-423
-8% -$49.7K 0.55% 24
2022
Q3 		$687K Buy
5,061
+7
+0.1% +$1.14K 0.76% 21
2022
Q2 		$815K Sell
5,054
-313
-6% -$60.4K 0.86% 17
2022
Q1 		$1.19M Buy
5,367
+384
+8% +$96K 1.07% 16
2021
Q4 		$1.68M Buy
+4,983
New +$1.65M 1.47% 15

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

Montz Harcus Wealth Management's META Position: Q1 2026 in Review

Montz Harcus Wealth Management increased its Meta Platforms (Facebook) (META) stake by 0.77% in Q1 2026, buying an estimated $23.1K and bringing the position to 4,708 shares worth $2.69M. The position accounts for 1.09% of the portfolio, ranked #19.

Montz Harcus Wealth Management first reported a position in META in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.48M in Q2 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Montz Harcus Wealth Management held 4,708 shares of Meta Platforms (Facebook) worth $2.69M as of Q1 2026.
  • Montz Harcus Wealth Management bought 36 Meta Platforms (Facebook) shares in Q1 2026, an estimated $23.1K.
  • Meta Platforms (Facebook) made up 1.09% of Montz Harcus Wealth Management's portfolio in Q1 2026, its #19 holding.
  • Montz Harcus Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 18 quarters since.
  • Montz Harcus Wealth Management's Meta Platforms (Facebook) position peaked at $3.48M in Q2 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.