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

BCGM 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	$555K	Sell	985 -365	-27%	-$223K	0.12%	110
2026 Q1	$772K	Sell	1,350 -37	-3%	-$23.7K	0.19%	93
2025 Q4	$916K	Buy	1,387 +31	+2%	+$20.7K	0.23%	83
2025 Q3	$996K	Hold	1,356	–	–	0.26%	81
2025 Q2	$1M	Hold	1,356	–	–	0.28%	76
2025 Q1	$782K	Buy	1,356 +45	+3%	+$29K	0.24%	82
2024 Q4	$768K	Hold	1,311	–	–	0.24%	79
2024 Q3	$750K	Hold	1,311	–	–	0.24%	78
2024 Q2	$661K	Hold	1,311	–	–	0.23%	82
2024 Q1	$637K	Buy	1,311 +66	+5%	+$29.4K	0.23%	79
2023 Q4	$441K	Hold	1,245	–	–	0.18%	84
2023 Q3	$374K	Hold	1,245	–	–	0.17%	86
2023 Q2	$357K	Buy	+1,245	New	+$307K	0.16%	83
2022 Q3	–	Sell	-1,279	Closed	-$203K	–	112
2022 Q2	$203K	Hold	1,279	–	–	0.1%	103
2022 Q1	$256K	Hold	1,279	–	–	0.14%	94
2021 Q4	$430K	Buy	1,279 +150	+13%	+$49.8K	0.23%	72
2021 Q3	$365K	Hold	1,129	–	–	0.2%	75
2021 Q2	$402K	Hold	1,129	–	–	0.24%	70
2021 Q1	$342K	Sell	1,129 -322	-22%	-$86.7K	0.23%	72
2020 Q4	$392K	Buy	+1,451	New	+$398K	0.28%	63

Other funds holding META

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

BCGM Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 27% in Q2 2026, selling an estimated $223K and leaving 985 shares worth $555K. The position accounts for 0.12% of the portfolio, ranked #110.

BCGM Wealth Management first reported a position in META in Q4 2020 and has held it in 20 quarters since. The position peaked at $1M in Q2 2025. 5,050 funds tracked by Wall St. Rank hold META as of Q2 2026.

BCGM Wealth Management held 985 shares of Meta Platforms (Facebook) worth $555K as of Q2 2026.
BCGM Wealth Management sold 365 Meta Platforms (Facebook) shares in Q2 2026, an estimated $223K.
Meta Platforms (Facebook) made up 0.12% of BCGM Wealth Management's portfolio in Q2 2026, its #110 holding.
BCGM Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 20 quarters since.
BCGM Wealth Management's Meta Platforms (Facebook) position peaked at $1M in Q2 2025.
5,050 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.