BCR Wealth Strategies’s Meta Platforms (Facebook) META Stock Holding History

BCR Wealth Strategies’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	–	Sell	-403	Closed	-$266K	–	38
2025 Q4	$266K	Hold	403	–	–	0.09%	33
2025 Q3	$295K	Sell	403 -115	-22%	-$85.6K	0.1%	26
2025 Q2	$382K	Hold	518	–	–	0.15%	21
2025 Q1	$298K	Sell	518 -1,965	-79%	-$1.27M	0.13%	24
2024 Q4	$1.45M	Buy	2,483 +60	+2%	+$35.2K	0.68%	11
2024 Q3	$1.39M	Hold	2,423	–	–	0.65%	11
2024 Q2	$1.22M	Buy	2,423 +115	+5%	+$55.9K	0.79%	9
2024 Q1	$1.12M	Sell	2,308 -350	-13%	-$156K	0.76%	9
2023 Q4	$940K	Hold	2,658	–	–	0.67%	10
2023 Q3	$797K	Hold	2,658	–	–	0.64%	10
2023 Q2	$762K	Hold	2,658	–	–	0.59%	10
2023 Q1	$563K	Hold	2,658	–	–	0.45%	13
2022 Q4	$319K	Hold	2,658	–	–	0.28%	16
2022 Q3	$361K	Sell	2,658 -300	-10%	-$48.6K	0.37%	14
2022 Q2	$477K	Hold	2,958	–	–	0.49%	12
2022 Q1	$658K	Hold	2,958	–	–	0.63%	10
2021 Q4	$995K	Buy	+2,958	New	+$982K	0.94%	7

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BCR Wealth Strategies's META Position: Q1 2026 in Review

BCR Wealth Strategies sold out of Meta Platforms (Facebook) (META) in Q1 2026, closing a stake of 403 shares — an estimated $266K sold.

BCR Wealth Strategies first reported a position in META in Q4 2021 and held it in 17 quarters. The position peaked at $1.45M in Q4 2024. 5,087 funds tracked by Wall St. Rank hold META as of Q1 2026.

BCR Wealth Strategies reported no remaining Meta Platforms (Facebook) position as of Q1 2026 after selling out during the quarter.
BCR Wealth Strategies sold 403 Meta Platforms (Facebook) shares in Q1 2026, an estimated $266K.
BCR Wealth Strategies first reported a position in Meta Platforms (Facebook) in Q4 2021 and held it in 17 quarters.
BCR Wealth Strategies's Meta Platforms (Facebook) position peaked at $1.45M in Q4 2024.
5,087 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on BCR Wealth Strategies's 13F filing for Q1 2026, filed 1 May 2026.