BCM Advisors’s Meta Platforms (Facebook) META Stock Holding History

BCM Advisors’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 Q1	$606K	Buy	993 +13	+1%	+$8.33K	0.12%	53
2025 Q4	$646K	Buy	980 +2	+0.2%	+$1.34K	0.12%	53
2025 Q3	$735K	Buy	978 +1	+0.1%	+$744	0.15%	48
2025 Q2	$684K	Hold	977	–	–	0.15%	50
2025 Q1	$583K	Sell	977 -40	-4%	-$25.8K	0.13%	54
2024 Q4	$717K	Sell	1,017 -10	-1%	-$5.87K	0.16%	50
2024 Q3	$576K	Buy	1,027 +12	+1%	+$6.17K	0.13%	50
2024 Q2	$505K	Buy	1,015 +1	+0.1%	+$486	0.12%	53
2024 Q1	$500K	Buy	1,014 +239	+31%	+$107K	0.13%	51
2023 Q4	$310K	Hold	775	–	–	0.08%	55
2023 Q3	$248K	Hold	775	–	–	0.07%	56
2023 Q2	$243K	Buy	+775	New	+$191K	0.07%	55
2022 Q1	–	Sell	-892	Closed	-$279K	–	55
2021 Q4	$279K	Buy	892 +52	+6%	+$17.3K	0.07%	47
2021 Q3	$282K	Hold	840	–	–	0.08%	49
2021 Q2	$283K	Hold	840	–	–	0.08%	48
2021 Q1	$253K	Buy	840 +75	+10%	+$20.2K	0.08%	47
2020 Q4	$209K	Hold	765	–	–	0.07%	53
2020 Q3	$205K	Buy	+765	New	+$197K	0.08%	52

Other funds holding META

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

BCM Advisors's META Position: Q1 2026 in Review

BCM Advisors increased its Meta Platforms (Facebook) (META) stake by 1.3% in Q1 2026, buying an estimated $8.33K and bringing the position to 993 shares worth $606K. The position accounts for 0.12% of the portfolio, ranked #53.

BCM Advisors first reported a position in META in Q3 2020 and has held it in 18 quarters since. The position peaked at $735K in Q3 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

BCM Advisors held 993 shares of Meta Platforms (Facebook) worth $606K as of Q1 2026.
BCM Advisors bought 13 Meta Platforms (Facebook) shares in Q1 2026, an estimated $8.33K.
Meta Platforms (Facebook) made up 0.12% of BCM Advisors's portfolio in Q1 2026, its #53 holding.
BCM Advisors first reported a position in Meta Platforms (Facebook) in Q3 2020 and has held it in 18 quarters since.
BCM Advisors's Meta Platforms (Facebook) position peaked at $735K in Q3 2025.
5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on BCM Advisors's 13F filing for Q1 2026, filed 5 May 2026.