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Beacon Financial Advisory’s Meta Platforms (Facebook) META Stock Holding History

Beacon Financial Advisory’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 		$2.07M Buy
3,617
+171
+5% +$110K 0.47% 40
2025
Q4 		$2.27M Buy
3,446
+107
+3% +$71.5K 0.53% 37
2025
Q3 		$2.45M Buy
3,339
+93
+3% +$69.2K 0.57% 31
2025
Q2 		$2.4M Buy
3,246
+131
+4% +$80.9K 0.62% 27
2025
Q1 		$1.8M Buy
3,115
+351
+13% +$226K 0.54% 37
2024
Q4 		$1.62M Buy
2,764
+131
+5% +$76.9K 0.53% 41
2024
Q3 		$1.51M Sell
2,633
-4
-0.2% -$2.06K 0.51% 44
2024
Q2 		$1.33M Buy
2,637
+992
+60% +$482K 0.5% 46
2024
Q1 		$799K Buy
1,645
+128
+8% +$57.1K 0.39% 79
2023
Q4 		$537K Buy
1,517
+195
+15% +$63.5K 0.26% 113
2023
Q3 		$397K Buy
1,322
+103
+8% +$31K 0.22% 140
2023
Q2 		$350K Hold
1,219
– – 0.2% 148
2023
Q1 		$258K Buy
+1,219
New +$208K 0.16% 164
2022
Q3 		– Sell
-3,448
Closed -$556K – 207
2022
Q2 		$556K Sell
3,448
-12
-0.3% -$2.31K 0.32% 105
2022
Q1 		$769K Sell
3,460
-47
-1% -$11.7K 0.37% 86
2021
Q4 		$1.18M Buy
3,507
+201
+6% +$66.7K 0.54% 51
2021
Q3 		$1.12M Sell
3,306
-268
-7% -$96.5K 0.58% 47
2021
Q2 		$1.24M Sell
3,574
-35
-1% -$11.2K 0.67% 38
2021
Q1 		$1.06M Buy
3,609
+488
+16% +$131K 0.61% 40
2020
Q4 		$852K Buy
3,121
+458
+17% +$126K 0.55% 54
2020
Q3 		$697K Sell
2,663
-344
-11% -$88.7K 0.61% 45
2020
Q2 		$682K Buy
3,007
+115
+4% +$24K 0.74% 39
2020
Q1 		$482K Buy
2,892
+204
+8% +$39.9K 0.61% 49
2019
Q4 		$551K Buy
+2,688
New +$521K 0.47% 61

Other funds holding META

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Beacon Financial Advisory's META Position: Q1 2026 in Review

Beacon Financial Advisory increased its Meta Platforms (Facebook) (META) stake by 5% in Q1 2026, buying an estimated $110K and bringing the position to 3,617 shares worth $2.07M. The position accounts for 0.47% of the portfolio, ranked #40.

Beacon Financial Advisory first reported a position in META in Q4 2019 and has held it in 24 quarters since. The position peaked at $2.45M in Q3 2025. 5,069 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Beacon Financial Advisory held 3,617 shares of Meta Platforms (Facebook) worth $2.07M as of Q1 2026.
  • Beacon Financial Advisory bought 171 Meta Platforms (Facebook) shares in Q1 2026, an estimated $110K.
  • Meta Platforms (Facebook) made up 0.47% of Beacon Financial Advisory's portfolio in Q1 2026, its #40 holding.
  • Beacon Financial Advisory first reported a position in Meta Platforms (Facebook) in Q4 2019 and has held it in 24 quarters since.
  • Beacon Financial Advisory's Meta Platforms (Facebook) position peaked at $2.45M in Q3 2025.
  • 5,069 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.