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BAM Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

BAM 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 		$1.67M Buy
2,958
+829
+39% +$507K 1.04% 21
2026
Q1 		$1.22M Buy
2,129
+70
+3% +$44.9K 0.91% 24
2025
Q4 		$1.36M Buy
2,059
+126
+7% +$84.1K 0.98% 20
2025
Q3 		$1.42M Buy
+1,933
New +$1.44M 1.1% 19

Other funds holding META

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BAM Wealth Management's META Position: Q2 2026 in Review

BAM Wealth Management increased its Meta Platforms (Facebook) (META) stake by 39% in Q2 2026, buying an estimated $507K and bringing the position to 2,958 shares worth $1.67M. The position accounts for 1.04% of the portfolio, ranked #21.

BAM Wealth Management first reported a position in META in Q3 2025 and has held it in 4 quarters since. 3,045 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • BAM Wealth Management held 2,958 shares of Meta Platforms (Facebook) worth $1.67M as of Q2 2026.
  • BAM Wealth Management bought 829 Meta Platforms (Facebook) shares in Q2 2026, an estimated $507K.
  • Meta Platforms (Facebook) made up 1.04% of BAM Wealth Management's portfolio in Q2 2026, its #21 holding.
  • BAM Wealth Management first reported a position in Meta Platforms (Facebook) in Q3 2025 and has held it in 4 quarters since.
  • 3,045 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.