TMWM
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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
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Taylor & Morgan Wealth Management's META Position: Q2 2026 in Review

Taylor & Morgan Wealth Management opened a new position in Meta Platforms (Facebook) (META) in Q2 2026: 381 shares worth $214K. The stake represents 0.11% of the portfolio and ranks #82 among its holdings. This is a return to the name: Taylor & Morgan Wealth Management previously reported a position in META as recently as Q4 2024.

Taylor & Morgan Wealth Management first reported a position in META in Q3 2024 and has held it in 3 quarters since. The position peaked at $222K in Q3 2024. 2,264 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Taylor & Morgan Wealth Management held 381 shares of Meta Platforms (Facebook) worth $214K as of Q2 2026.
  • Meta Platforms (Facebook) was a new Taylor & Morgan Wealth Management position in Q2 2026.
  • Meta Platforms (Facebook) made up 0.11% of Taylor & Morgan Wealth Management's portfolio in Q2 2026, its #82 holding.
  • Taylor & Morgan Wealth Management first reported a position in Meta Platforms (Facebook) in Q3 2024 and has held it in 3 quarters since.
  • Taylor & Morgan Wealth Management's Meta Platforms (Facebook) position peaked at $222K in Q3 2024.
  • 2,264 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.