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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Badgley Phelps Wealth Managers's META Position: Q1 2026 in Review

Badgley Phelps Wealth Managers reduced its Meta Platforms (Facebook) (META) stake by 7.2% in Q1 2026, selling an estimated $6.1M and leaving 121,934 shares worth $69.8M. The position accounts for 1.39% of the portfolio, ranked #19.

Badgley Phelps Wealth Managers first reported a position in META in Q3 2021 and has held it in 19 quarters since. The position peaked at $86.8M in Q4 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Badgley Phelps Wealth Managers held 121,934 shares of Meta Platforms (Facebook) worth $69.8M as of Q1 2026.
  • Badgley Phelps Wealth Managers sold 9,516 Meta Platforms (Facebook) shares in Q1 2026, an estimated $6.1M.
  • Meta Platforms (Facebook) made up 1.39% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #19 holding.
  • Badgley Phelps Wealth Managers first reported a position in Meta Platforms (Facebook) in Q3 2021 and has held it in 19 quarters since.
  • Badgley Phelps Wealth Managers's Meta Platforms (Facebook) position peaked at $86.8M in Q4 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.