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Montz Harcus Wealth Management LLC → META

Montz Harcus Wealth Management LLC META Position History

Meta Platforms, Inc. • Technology

Quarters held
5
Latest value
$3.2M
Q3 2026
Peak value
$3.5M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$3.5M
Q4 2025$3.1M
Q1 2026$2.7M
Q2 2026$2.6M
Q3 2026$3.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.2M4.4K——
Q2 2026$2.6M4.6K——
Q1 2026$2.7M4.7K——
Q4 2025$3.1M4.7K——
Q3 2025$3.5M4.7K——

Other funds holding META

Other Montz Harcus Wealth Management LLC positions

STT-PG

SPDR SERIES TRUST

$41.5M
STT-PG

SPDR SERIES TRUST

$39.9M
SPY

STATE STR SPDR S&P 500 ETF T

$35.7M
SPY

STATE STR SPDR S&P 500 ETF T

$35.6M
STT-PG

SPDR SERIES TRUST

$35.3M
STT-PG

SPDR SERIES TRUST

$34.4M
STT-PG

SPDR SERIES TRUST

$34.3M
SPY

SPDR S&P 500 ETF TR

$32.9M