BPWM
META icon

Badgley Phelps Wealth Managers’s Meta Platforms (Facebook) META Stock Holding History

Badgley Phelps Wealth Managers’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 		$68.6M Sell
121,778
-156
-0.1% -$95.4K 1.2% 22
2026
Q1 		$69.8M Sell
121,934
-9,516
-7% -$6.1M 1.39% 19
2025
Q4 		$86.8M Buy
131,450
+20,824
+19% +$13.9M 1.59% 15
2025
Q3 		$81.2M Buy
110,626
+366
+0.3% +$272K 1.71% 13
2025
Q2 		$81.4M Sell
110,260
-501
-0.5% -$310K 1.8% 13
2025
Q1 		$63.8M Buy
110,761
+5,416
+5% +$3.49M 1.54% 16
2024
Q4 		$61.7M Sell
105,345
-519
-0.5% -$305K 1.44% 17
2024
Q3 		$60.6M Buy
105,864
+155
+0.1% +$79.8K 1.41% 16
2024
Q2 		$53.3M Sell
105,709
-2,785
-3% -$1.35M 1.32% 19
2024
Q1 		$52.7M Sell
108,494
-1,059
-1% -$472K 1.32% 19
2023
Q4 		$38.8M Buy
109,553
+4,090
+4% +$1.33M 1.06% 26
2023
Q3 		$31.7M Sell
105,463
-12,080
-10% -$3.64M 1.08% 27
2023
Q2 		$33.7M Buy
117,543
+7,084
+6% +$1.75M 1.11% 23
2023
Q1 		$23.4M Buy
110,459
+23,347
+27% +$3.98M 0.86% 36
2022
Q4 		$10.5M Sell
87,112
-7,636
-8% -$897K 0.42% 81
2022
Q3 		$12.9M Sell
94,748
-1,362
-1% -$221K 0.55% 61
2022
Q2 		$15.5M Buy
96,110
+436
+0.5% +$84.1K 0.64% 53
2022
Q1 		$21.3M Sell
95,674
-2,299
-2% -$575K 0.74% 48
2021
Q4 		$33M Sell
97,973
-632
-0.6% -$210K 1.07% 27
2021
Q3 		$33.5M Buy
+98,605
New +$35.5M 1.22% 21

Other funds holding META

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Badgley Phelps Wealth Managers's META Position: Q2 2026 in Review

Badgley Phelps Wealth Managers reduced its Meta Platforms (Facebook) (META) stake by 0.13% in Q2 2026, selling an estimated $95.4K and leaving 121,778 shares worth $68.6M. The position accounts for 1.2% of the portfolio, ranked #22.

Badgley Phelps Wealth Managers first reported a position in META in Q3 2021 and has held it in 20 quarters since. The position peaked at $86.8M in Q4 2025. 5,062 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Badgley Phelps Wealth Managers held 121,778 shares of Meta Platforms (Facebook) worth $68.6M as of Q2 2026.
  • Badgley Phelps Wealth Managers sold 156 Meta Platforms (Facebook) shares in Q2 2026, an estimated $95.4K.
  • Meta Platforms (Facebook) made up 1.2% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #22 holding.
  • Badgley Phelps Wealth Managers first reported a position in Meta Platforms (Facebook) in Q3 2021 and has held it in 20 quarters since.
  • Badgley Phelps Wealth Managers's Meta Platforms (Facebook) position peaked at $86.8M in Q4 2025.
  • 5,062 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.