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Bard Associates’s Meta Platforms (Facebook) META Stock Holding History

Bard Associates’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 		$272K Buy
482
+26
+6% +$15.9K 0.06% 119
2026
Q1 		$261K Buy
456
+3
+0.7% +$1.92K 0.07% 120
2025
Q4 		$299K Buy
+453
New +$302K 0.08% 111
2025
Q3 		– Sell
-453
Closed -$334K – 172
2025
Q2 		$334K Hold
453
– – 0.11% 134
2025
Q1 		$261K Sell
453
-1
-0.2% -$645 0.1% 144
2024
Q4 		$266K Buy
+454
New +$266K 0.09% 146

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

Bard Associates's META Position: Q2 2026 in Review

Bard Associates increased its Meta Platforms (Facebook) (META) stake by 5.7% in Q2 2026, buying an estimated $15.9K and bringing the position to 482 shares worth $272K. The position accounts for 0.06% of the portfolio, ranked #119.

Bard Associates first reported a position in META in Q4 2024 and has held it in 6 quarters since. The position peaked at $334K in Q2 2025. 5,055 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Bard Associates held 482 shares of Meta Platforms (Facebook) worth $272K as of Q2 2026.
  • Bard Associates bought 26 Meta Platforms (Facebook) shares in Q2 2026, an estimated $15.9K.
  • Meta Platforms (Facebook) made up 0.06% of Bard Associates's portfolio in Q2 2026, its #119 holding.
  • Bard Associates first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 6 quarters since.
  • Bard Associates's Meta Platforms (Facebook) position peaked at $334K in Q2 2025.
  • 5,055 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Bard Associates's 13F filing for Q2 2026, filed 12 Aug 2026.