BFS
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Bard Financial Services’s Meta Platforms (Facebook) META Stock Holding History

Bard Financial Services’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
2025
Q3 		$6.26M Sell
8,530
-30
-0.4% -$22.3K 0.69% 41
2025
Q2 		$6.32M Sell
8,560
-640
-7% -$395K 0.75% 40
2025
Q1 		$5.3M Sell
9,200
-250
-3% -$161K 0.65% 47
2024
Q4 		$5.53M Sell
9,450
-75
-0.8% -$44K 0.66% 42
2024
Q3 		$5.45M Sell
9,525
-220
-2% -$113K 0.64% 42
2024
Q2 		$4.91M Buy
9,745
+15
+0.2% +$7.29K 0.51% 51
2024
Q1 		$4.72M Sell
9,730
-2,420
-20% -$1.08M 0.5% 53
2023
Q4 		$4.3M Sell
12,150
-3,795
-24% -$1.24M 0.48% 54
2023
Q3 		$4.79M Sell
15,945
-5,130
-24% -$1.55M 0.59% 45
2023
Q2 		$6.05M Sell
21,075
-7,555
-26% -$1.86M 0.46% 62
2023
Q1 		$6.07M Sell
28,630
-335
-1% -$57.1K 0.49% 58
2022
Q4 		$3.49M Buy
28,965
+3,745
+15% +$440K 0.3% 83
2022
Q3 		$3.42M Buy
25,220
+1,010
+4% +$164K 0.32% 79
2022
Q2 		$3.9M Buy
24,210
+6,860
+40% +$1.32M 0.36% 68
2022
Q1 		$3.86M Buy
17,350
+5,345
+45% +$1.34M 0.31% 82
2021
Q4 		$4.04M Buy
12,005
+575
+5% +$191K 0.33% 76
2021
Q3 		$3.88M Buy
11,430
+70
+0.6% +$25.2K 0.34% 76
2021
Q2 		$3.95M Buy
11,360
+265
+2% +$85K 0.35% 79
2021
Q1 		$3.27M Buy
11,095
+85
+0.8% +$22.9K 0.32% 81
2020
Q4 		$3.01M Buy
+11,010
New +$3.02M 0.3% 85

Other funds holding META

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bard Financial Services's META Position: Q3 2025 in Review

Bard Financial Services reduced its Meta Platforms (Facebook) (META) stake by 0.35% in Q3 2025, selling an estimated $22.3K and leaving 8,530 shares worth $6.26M. The position accounts for 0.69% of the portfolio, ranked #41.

Bard Financial Services first reported a position in META in Q4 2020 and has held it in 20 quarters since. The position peaked at $6.32M in Q2 2025. 4,912 funds tracked by Wall St. Rank hold META as of Q3 2025.

  • Bard Financial Services held 8,530 shares of Meta Platforms (Facebook) worth $6.26M as of Q3 2025.
  • Bard Financial Services sold 30 Meta Platforms (Facebook) shares in Q3 2025, an estimated $22.3K.
  • Meta Platforms (Facebook) made up 0.69% of Bard Financial Services's portfolio in Q3 2025, its #41 holding.
  • Bard Financial Services first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 20 quarters since.
  • Bard Financial Services's Meta Platforms (Facebook) position peaked at $6.32M in Q2 2025.
  • 4,912 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.