Baker Tilly Wealth Management, LLC / META
Baker Tilly Wealth Management, LLC’s Meta Platforms Inc Position
Does Baker Tilly Wealth Management, LLC own Meta Platforms Inc (META)? Yes — 8.6K shares worth $5M (+1.19% of its 13F portfolio) as of Q1 2026, up from 8.5K shares the prior filed quarter.
Position Value
$5M
Q1 2026
Shares
8.6K
% of Portfolio
+1.19%
Quarters Held
20
currently held
Position History META
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 8.6K | $5M | +1.19% |
| Q4 2025 | 8.5K | $6M | +1.38% |
| Q3 2025 | 8.1K | $6M | +1.35% |
| Q2 2025 | 8.0K | $6M | +2.11% |
| Q1 2025 | 8.0K | $5M | +1.81% |
| Q4 2024 | 7.7K | $5M | +1.77% |
| Q3 2024 | 7.3K | $4M | +1.85% |
| Q2 2024 | 6.1K | $3M | +1.25% |
| Q1 2024 | 8.8K | $4M | +0.78% |
| Q4 2023 | 10.3K | $4M | +0.60% |
| Q3 2023 | 13.0K | $4M | +0.64% |
| Q2 2023 | 40.5K | $12M | +1.22% |
| Q1 2023 | 42.4K | $9M | +1.01% |
| Q4 2022 | 35.8K | $4M | +0.53% |
| Q3 2022 | 50.3K | $7M | +0.93% |
| Q2 2022 | 51.6K | $8M | +1.09% |
| Q1 2022 | 49.2K | $11M | +1.21% |
| Q4 2021 | 35.4K | $12M | +1.28% |
| Q3 2021 | 37.3K | $13M | +1.67% |
| Q2 2021 | 31.2K | $11M | +1.75% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Baker Tilly Wealth Management, LLC’s full portfolio or all institutional holders of META.