Philip James Wealth Mangement’s Meta Platforms (Facebook) META Stock Holding History

Philip James Wealth Mangement’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	$575K	Buy	793 +147	+23%	+$91.8K	0.06%	104
2026 Q2	$364K	Sell	646 -155	-19%	-$94.8K	0.04%	120
2026 Q1	$458K	Sell	801 -3	-0.4%	-$1.92K	0.05%	112
2025 Q4	$531K	Sell	804 -7	-0.9%	-$4.67K	0.06%	113
2025 Q3	$596K	Buy	811 +160	+25%	+$119K	0.07%	105
2025 Q2	$480K	Buy	651 +12	+2%	+$7.42K	0.06%	112
2025 Q1	$369K	Buy	639 +174	+37%	+$112K	0.04%	119
2024 Q4	$272K	Buy	465 +108	+30%	+$63.4K	0.04%	142
2024 Q3	$204K	Buy	+357	New	+$184K	0.03%	159

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Philip James Wealth Mangement's META Position: Q3 2026 in Review

Philip James Wealth Mangement increased its Meta Platforms (Facebook) (META) stake by 23% in Q3 2026, buying an estimated $91.8K and bringing the position to 793 shares worth $575K. The position accounts for 0.06% of the portfolio, ranked #104.

Philip James Wealth Mangement first reported a position in META in Q3 2024 and has held it in 9 quarters since. The position peaked at $596K in Q3 2025. 3,565 funds tracked by Wall St. Rank hold META as of Q3 2026.

Philip James Wealth Mangement held 793 shares of Meta Platforms (Facebook) worth $575K as of Q3 2026.
Philip James Wealth Mangement bought 147 Meta Platforms (Facebook) shares in Q3 2026, an estimated $91.8K.
Meta Platforms (Facebook) made up 0.06% of Philip James Wealth Mangement's portfolio in Q3 2026, its #104 holding.
Philip James Wealth Mangement first reported a position in Meta Platforms (Facebook) in Q3 2024 and has held it in 9 quarters since.
Philip James Wealth Mangement's Meta Platforms (Facebook) position peaked at $596K in Q3 2025.
3,565 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Philip James Wealth Mangement's 13F filing for Q3 2026, filed 27 Oct 2026.