Bartlett & Co Wealth Management’s Meta Platforms (Facebook) META Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $107M | Buy |
175,954
+12,437
| +8% | +$7.97M | 1.37% | 21 |
|
|
2025
Q4 | $108M | Buy |
163,517
+6,362
| +4% | +$4.25M | 1.41% | 19 |
|
|
2025
Q3 | $115M | Buy |
157,155
+1,073
| +0.7% | +$799K | 1.53% | 16 |
|
|
2025
Q2 | $115M | Buy |
156,082
+9,617
| +7% | +$5.94M | 1.61% | 17 |
|
|
2025
Q1 | $84.4M | Buy |
146,465
+7,119
| +5% | +$4.59M | 1.24% | 24 |
|
|
2024
Q4 | $81.6M | Buy |
139,346
+7,264
| +5% | +$4.26M | 1.18% | 25 |
|
|
2024
Q3 | $75.6M | Buy |
132,082
+4,594
| +4% | +$2.36M | 1.09% | 27 |
|
|
2024
Q2 | $64.3M | Buy |
127,488
+15,333
| +14% | +$7.45M | 0.98% | 32 |
|
|
2024
Q1 | $54.5M | Sell |
112,155
-468
| -0.4% | -$209K | 0.84% | 39 |
|
|
2023
Q4 | $40.4M | Buy |
112,623
+8,005
| +8% | +$2.61M | 0.66% | 47 |
|
|
2023
Q3 | $31.4M | Buy |
104,618
+4,369
| +4% | +$1.32M | 0.56% | 54 |
|
|
2023
Q2 | $28.8M | Buy |
100,249
+29,705
| +42% | +$7.33M | 0.5% | 57 |
|
|
2023
Q1 | $14.9M | Buy |
70,544
+10,586
| +18% | +$1.8M | 0.29% | 75 |
|
|
2022
Q4 | $7.22M | Sell |
59,958
-43,495
| -42% | -$5.11M | 0.15% | 111 |
|
|
2022
Q3 | $14M | Sell |
103,453
-9,441
| -8% | -$1.53M | 0.3% | 73 |
|
|
2022
Q2 | $18.2M | Sell |
112,894
-1,173
| -1% | -$226K | 0.37% | 66 |
|
|
2022
Q1 | $25.4M | Sell |
114,067
-808
| -0.7% | -$202K | 0.44% | 62 |
|
|
2021
Q4 | $38.6M | Buy |
114,875
+6,234
| +6% | +$2.07M | 0.66% | 50 |
|
|
2021
Q3 | $36.9M | Buy |
108,641
+1,918
| +2% | +$691K | 0.7% | 50 |
|
|
2021
Q2 | $37.1M | Buy |
106,723
+1,582
| +2% | +$508K | 0.71% | 49 |
|
|
2021
Q1 | $31M | Buy |
105,141
+1,346
| +1% | +$362K | 0.62% | 55 |
|
|
2020
Q4 | $28.4M | Buy |
103,795
+4,052
| +4% | +$1.11M | 0.6% | 55 |
|
|
2020
Q3 | $26.1M | Buy |
99,743
+4,497
| +5% | +$1.16M | 0.61% | 51 |
|
|
2020
Q2 | $21.6M | Buy |
95,246
+3,574
| +4% | +$746K | 0.56% | 53 |
|
|
2020
Q1 | $15.3M | Sell |
91,672
-3,259
| -3% | -$638K | 0.47% | 62 |
|
|
2019
Q4 | $19.5M | Buy |
94,931
+990
| +1% | +$192K | 0.48% | 61 |
|
|
2019
Q3 | $16.7M | Buy |
93,941
+4,017
| +4% | +$764K | 0.44% | 66 |
|
|
2019
Q2 | $17.4M | Buy |
89,924
+4,206
| +5% | +$768K | 0.65% | 53 |
|
|
2019
Q1 | $14.3M | Buy |
85,718
+51,155
| +148% | +$8.14M | 0.55% | 58 |
|
|
2018
Q4 | $4.53M | Sell |
34,563
-10,640
| -24% | -$1.54M | 0.19% | 91 |
|
|
2018
Q3 | $7.43M | Buy |
45,203
+42,077
| +1,346% | +$7.62M | 0.28% | 77 |
|
|
2018
Q2 | $607K | Buy |
3,126
+171
| +6% | +$30.9K | 0.02% | 189 |
|
|
2018
Q1 | $472K | Buy |
+2,955
| New | +$531K | 0.02% | 201 |
|
Other funds holding META
VCM
VPM
Bartlett & Co Wealth Management's META Position: Q1 2026 in Review
Bartlett & Co Wealth Management increased its Meta Platforms (Facebook) (META) stake by 7.6% in Q1 2026, buying an estimated $7.97M and bringing the position to 175,954 shares worth $107M. The position accounts for 1.37% of the portfolio, ranked #21.
Bartlett & Co Wealth Management first reported a position in META in Q1 2018 and has held it in 33 quarters since. The position peaked at $115M in Q3 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.
- Bartlett & Co Wealth Management held 175,954 shares of Meta Platforms (Facebook) worth $107M as of Q1 2026.
- Bartlett & Co Wealth Management bought 12,437 Meta Platforms (Facebook) shares in Q1 2026, an estimated $7.97M.
- Meta Platforms (Facebook) made up 1.37% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #21 holding.
- Bartlett & Co Wealth Management first reported a position in Meta Platforms (Facebook) in Q1 2018 and has held it in 33 quarters since.
- Bartlett & Co Wealth Management's Meta Platforms (Facebook) position peaked at $115M in Q3 2025.
- 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.