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Bell Asset Management’s Meta Platforms (Facebook) META Stock Holding History

Bell Asset 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 		$8.62M Buy
15,296
+7,196
+89% +$4.4M 2.3% 9
2026
Q1 		$4.62M Sell
8,100
-6,168
-43% -$3.95M 1.36% 18
2025
Q4 		$9.45M Buy
14,268
+213
+2% +$142K 2.53% 7
2025
Q3 		$10.3M Sell
14,055
-4,385
-24% -$3.26M 2.82% 6
2025
Q2 		$13.6M Sell
18,440
-1,137
-6% -$703K 3% 6
2025
Q1 		$11.3M Buy
+19,577
New +$12.6M 2.08% 8
2021
Q4 		– Sell
-37,588
Closed -$12.8M – 59
2021
Q3 		$12.8M Buy
37,588
+4,911
+15% +$1.77M 2.18% 8
2021
Q2 		$11.4M Sell
32,677
-9,717
-23% -$3.12M 2.22% 6
2021
Q1 		$12.5M Buy
42,394
+1,235
+3% +$333K 2.68% 6
2020
Q4 		$11.2M Buy
41,159
+2,554
+7% +$700K 2.46% 8
2020
Q3 		$10.1M Buy
38,605
+360
+0.9% +$92.8K 2.52% 7
2020
Q2 		$8.68M Sell
38,245
-14,504
-27% -$3.03M 2.36% 8
2020
Q1 		$8.8M Buy
52,749
+7,361
+16% +$1.44M 2.74% 4
2019
Q4 		$9.32M Sell
45,388
-59,566
-57% -$11.5M 2.4% 5
2019
Q3 		$18.7M Buy
104,954
+8,295
+9% +$1.58M 2.87% 3
2019
Q2 		$18.7M Buy
96,659
+85
+0.1% +$15.5K 3.02% 4
2019
Q1 		$16.1M Buy
96,574
+9,660
+11% +$1.54M 2.77% 5
2018
Q4 		$11.4M Buy
86,914
+17,146
+25% +$2.48M 2.39% 7
2018
Q3 		$11.5M Buy
69,768
+9,140
+15% +$1.65M 2.39% 7
2018
Q2 		$11.8M Buy
60,628
+14,005
+30% +$2.53M 2.85% 4
2018
Q1 		$9.71M Buy
+46,623
New +$8.37M 1.94% 15

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

Bell Asset Management's META Position: Q2 2026 in Review

Bell Asset Management increased its Meta Platforms (Facebook) (META) stake by 89% in Q2 2026, buying an estimated $4.4M and bringing the position to 15,296 shares worth $8.62M. The position accounts for 2.3% of the portfolio, ranked #9.

Bell Asset Management first reported a position in META in Q1 2018 and has held it in 21 quarters since. The position peaked at $18.7M in Q3 2019. 5,078 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Bell Asset Management held 15,296 shares of Meta Platforms (Facebook) worth $8.62M as of Q2 2026.
  • Bell Asset Management bought 7,196 Meta Platforms (Facebook) shares in Q2 2026, an estimated $4.4M.
  • Meta Platforms (Facebook) made up 2.3% of Bell Asset Management's portfolio in Q2 2026, its #9 holding.
  • Bell Asset Management first reported a position in Meta Platforms (Facebook) in Q1 2018 and has held it in 21 quarters since.
  • Bell Asset Management's Meta Platforms (Facebook) position peaked at $18.7M in Q3 2019.
  • 5,078 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Bell Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.