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

BCS 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 		$620K Buy
1,101
+109
+11% +$66.7K 0.11% 155
2026
Q1 		$568K Sell
992
-962
-49% -$617K 0.12% 148
2025
Q4 		$1.29M Buy
1,954
+1,099
+129% +$734K 0.13% 135
2025
Q3 		$628K Sell
855
-667
-44% -$496K 0.14% 131
2025
Q2 		$1.12M Buy
1,522
+670
+79% +$414K 0.24% 87
2025
Q1 		$491K Sell
852
-27
-3% -$17.4K 0.13% 148
2024
Q4 		$515K Sell
879
-20
-2% -$11.7K 0.13% 143
2024
Q3 		$515K Buy
899
+45
+5% +$23.2K 0.22% 90
2024
Q2 		$431K Sell
854
-66
-7% -$32.1K 0.21% 98
2024
Q1 		$447K Hold
920
– – 0.14% 145
2023
Q4 		$326K Sell
920
-68
-7% -$22.1K 0.12% 157
2023
Q3 		$297K Sell
988
-124
-11% -$37.4K 0.12% 149
2023
Q2 		$319K Buy
+1,112
New +$274K 0.23% 84
2022
Q2 		– Sell
-921
Closed -$205K – 185
2022
Q1 		$205K Sell
921
-234
-20% -$58.5K 0.08% 182
2021
Q4 		$389K Buy
1,155
+201
+21% +$66.7K 0.14% 130
2021
Q3 		$324K Sell
954
-5
-0.5% -$1.8K 0.14% 132
2021
Q2 		$333K Buy
+959
New +$308K 0.18% 107
2020
Q4 		– Sell
-824
Closed -$216K – 148
2020
Q3 		$216K Buy
+824
New +$212K 0.12% 116

Other funds holding META

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

BCS Wealth Management increased its Meta Platforms (Facebook) (META) stake by 11% in Q2 2026, buying an estimated $66.7K and bringing the position to 1,101 shares worth $620K. The position accounts for 0.11% of the portfolio, ranked #155.

BCS Wealth Management first reported a position in META in Q3 2020 and has held it in 18 quarters since. The position peaked at $1.29M in Q4 2025. 5,038 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • BCS Wealth Management held 1,101 shares of Meta Platforms (Facebook) worth $620K as of Q2 2026.
  • BCS Wealth Management bought 109 Meta Platforms (Facebook) shares in Q2 2026, an estimated $66.7K.
  • Meta Platforms (Facebook) made up 0.11% of BCS Wealth Management's portfolio in Q2 2026, its #155 holding.
  • BCS Wealth Management first reported a position in Meta Platforms (Facebook) in Q3 2020 and has held it in 18 quarters since.
  • BCS Wealth Management's Meta Platforms (Facebook) position peaked at $1.29M in Q4 2025.
  • 5,038 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.