Taylor & Morgan Wealth Management
META icon

Taylor & Morgan Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Taylor & Morgan 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
Q3 		$263K Sell
363
-18
-5% -$11.2K 0.13% 75
2026
Q2 		$214K Buy
+381
New +$233K 0.11% 82
2025
Q1 		– Sell
-378
Closed -$221K – 70
2024
Q4 		$221K Sell
378
-10
-3% -$5.87K 0.16% 62
2024
Q3 		$222K Buy
+388
New +$200K 0.15% 63

Other funds holding META

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Taylor & Morgan Wealth Management's META Position: Q3 2026 in Review

Taylor & Morgan Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 4.7% in Q3 2026, selling an estimated $11.2K and leaving 363 shares worth $263K. The position accounts for 0.13% of the portfolio, ranked #75.

Taylor & Morgan Wealth Management first reported a position in META in Q3 2024 and has held it in 4 quarters since. 3,180 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Taylor & Morgan Wealth Management held 363 shares of Meta Platforms (Facebook) worth $263K as of Q3 2026.
  • Taylor & Morgan Wealth Management sold 18 Meta Platforms (Facebook) shares in Q3 2026, an estimated $11.2K.
  • Meta Platforms (Facebook) made up 0.13% of Taylor & Morgan Wealth Management's portfolio in Q3 2026, its #75 holding.
  • Taylor & Morgan Wealth Management first reported a position in Meta Platforms (Facebook) in Q3 2024 and has held it in 4 quarters since.
  • 3,180 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.