BFIM
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Beese Fulmer Investment Management’s Meta Platforms (Facebook) META Stock Holding History

Beese Fulmer Investment 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
Q1 		$21.2M Sell
37,125
-35,140
-49% -$22.5M 1.36% 21
2025
Q4 		$23.9M Buy
72,265
+37,336
+107% +$24.9M 1.55% 16
2025
Q3 		$25.7M Sell
34,929
-135
-0.4% -$100K 1.77% 13
2025
Q2 		$25.9M Buy
35,064
+35
+0.1% +$21.6K 1.93% 12
2025
Q1 		$20.2M Buy
35,029
+377
+1% +$243K 1.74% 17
2024
Q4 		$20.3M Buy
34,652
+147
+0.4% +$86.3K 1.73% 16
2024
Q3 		$19.8M Buy
34,505
+371
+1% +$191K 1.7% 16
2024
Q2 		$17.2M Buy
34,134
+646
+2% +$314K 1.57% 19
2024
Q1 		$16.3M Sell
33,488
-11,792
-26% -$5.26M 1.53% 19
2023
Q4 		$16M Sell
45,280
-569
-1% -$185K 1.66% 16
2023
Q3 		$13.8M Sell
45,849
-1,014
-2% -$306K 1.55% 18
2023
Q2 		$13.4M Sell
46,863
-535
-1% -$132K 1.45% 20
2023
Q1 		$10M Sell
47,398
-1,349
-3% -$230K 1.15% 30
2022
Q4 		$5.87M Sell
48,747
-5,859
-11% -$688K 0.71% 49
2022
Q3 		$7.41M Sell
54,606
-773
-1% -$125K 1% 37
2022
Q2 		$8.93M Sell
55,379
-191
-0.3% -$36.8K 1.14% 28
2022
Q1 		$12.4M Buy
55,570
+1,215
+2% +$304K 1.34% 21
2021
Q4 		$18.3M Buy
54,355
+283
+0.5% +$94K 1.9% 9
2021
Q3 		$18.4M Sell
54,072
-158
-0.3% -$56.9K 2.07% 8
2021
Q2 		$18.9M Sell
54,230
-666
-1% -$214K 2.13% 9
2021
Q1 		$16.2M Sell
54,896
-1,148
-2% -$309K 1.94% 10
2020
Q4 		$15.3M Sell
56,044
-906
-2% -$248K 1.96% 10
2020
Q3 		$14.9M Sell
56,950
-72
-0.1% -$18.6K 2.11% 8
2020
Q2 		$12.9M Buy
57,022
+1,690
+3% +$353K 1.91% 9
2020
Q1 		$9.23M Buy
55,332
+79
+0.1% +$15.5K 1.64% 14
2019
Q4 		$11.3M Buy
55,253
+676
+1% +$131K 1.59% 13
2019
Q3 		$9.72M Buy
54,577
+784
+1% +$149K 1.46% 17
2019
Q2 		$10.4M Buy
53,793
+102
+0.2% +$18.6K 1.97% 10
2019
Q1 		$8.95M Buy
53,691
+695
+1% +$111K 1.77% 13
2018
Q4 		$6.95M Buy
52,996
+2,002
+4% +$290K 1.56% 19
2018
Q3 		$8.39M Buy
50,994
+1,942
+4% +$352K 1.65% 13
2018
Q2 		$9.53M Buy
49,052
+1,664
+4% +$301K 2% 8
2018
Q1 		$7.57M Buy
47,388
+446
+1% +$80.1K 1.66% 14
2017
Q4 		$8.28M Buy
46,942
+103
+0.2% +$18.2K 1.78% 12
2017
Q3 		$8M Sell
46,839
-249
-0.5% -$41.6K 1.82% 13
2017
Q2 		$7.11M Sell
47,088
-169
-0.4% -$25.1K 1.7% 14
2017
Q1 		$6.71M Buy
47,257
+140
+0.3% +$18.7K 1.63% 16
2016
Q4 		$5.42M Buy
47,117
+630
+1% +$77.4K 1.4% 24
2016
Q3 		$5.96M Buy
46,487
+580
+1% +$72K 1.61% 16
2016
Q2 		$5.25M Buy
45,907
+686
+2% +$79K 1.49% 22
2016
Q1 		$5M Buy
45,221
+2,827
+7% +$298K 1.46% 20
2015
Q4 		$4.44M Buy
42,394
+365
+0.9% +$37.5K 1.37% 24
2015
Q3 		$3.78M Buy
+42,029
New +$3.86M 1.24% 27

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

Beese Fulmer Investment Management's META Position: Q1 2026 in Review

Beese Fulmer Investment Management reduced its Meta Platforms (Facebook) (META) stake by 49% in Q1 2026, selling an estimated $22.5M and leaving 37,125 shares worth $21.2M. The position accounts for 1.36% of the portfolio, ranked #21.

Beese Fulmer Investment Management first reported a position in META in Q3 2015 and has held it in 43 quarters since. The position peaked at $25.9M in Q2 2025. 5,068 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Beese Fulmer Investment Management held 37,125 shares of Meta Platforms (Facebook) worth $21.2M as of Q1 2026.
  • Beese Fulmer Investment Management sold 35,140 Meta Platforms (Facebook) shares in Q1 2026, an estimated $22.5M.
  • Meta Platforms (Facebook) made up 1.36% of Beese Fulmer Investment Management's portfolio in Q1 2026, its #21 holding.
  • Beese Fulmer Investment Management first reported a position in Meta Platforms (Facebook) in Q3 2015 and has held it in 43 quarters since.
  • Beese Fulmer Investment Management's Meta Platforms (Facebook) position peaked at $25.9M in Q2 2025.
  • 5,068 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.