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Bell & Brown Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History

Bell & Brown Wealth Advisors’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 		$9.54M Sell
16,198
-239
-1% -$153K 3.09% 8
2025
Q4 		$10.9M Sell
16,437
-357
-2% -$238K 3.49% 6
2025
Q3 		$12.3M Sell
16,794
-247
-1% -$184K 4.04% 4
2025
Q2 		$12.6M Sell
17,041
-254
-1% -$157K 4.5% 3
2025
Q1 		$9.97M Sell
17,295
-476
-3% -$307K 3.89% 4
2024
Q4 		$10.4M Sell
17,771
-120
-0.7% -$70.4K 3.87% 5
2024
Q3 		$10.2M Sell
17,891
-130
-0.7% -$66.9K 4% 4
2024
Q2 		$9.09M Buy
18,021
+807
+5% +$392K 3.48% 5
2024
Q1 		$8.36M Sell
17,214
-1,071
-6% -$478K 3.58% 5
2023
Q4 		$6.47M Buy
+18,285
New +$5.95M 3% 8
2023
Q2 		$5.4M Sell
18,815
-227
-1% -$56K 2.7% 9
2023
Q1 		$4.04M Sell
19,042
-227
-1% -$38.7K 2.15% 17
2022
Q4 		$2.32M Sell
19,269
-2,174
-10% -$255K 1.28% 38
2022
Q3 		$2.91M Buy
21,443
+278
+1% +$45.1K 1.8% 25
2022
Q2 		$3.41M Buy
21,165
+444
+2% +$85.7K 1.82% 23
2022
Q1 		$4.61M Buy
20,721
+1,502
+8% +$375K 2.09% 18
2021
Q4 		$4.35M Buy
19,219
+1,524
+9% +$506K 2.1% 18
2021
Q3 		$6.01M Buy
+17,695
New +$6.37M 3.24% 4
2020
Q3 		$4.39M Sell
15,654
-70
-0.4% -$18.1K 3.17% 6
2020
Q2 		$3.94M Sell
15,724
-290
-2% -$60.5K 3.08% 6
2020
Q1 		$3.41M Buy
16,014
+940
+6% +$184K 3.16% 4
2019
Q4 		$3.33M Sell
15,074
-766
-5% -$148K 2.48% 9
2019
Q3 		$2.78M Buy
15,840
+3
+0% +$570 2.29% 10
2019
Q2 		$3.06M Buy
15,837
+261
+2% +$47.7K 2.69% 5
2019
Q1 		$2.6M Buy
15,576
+1,500
+11% +$239K 2.37% 6
2018
Q4 		$1.84M Buy
14,076
+251
+2% +$36.4K 1.97% 18
2018
Q3 		$2.1M Buy
13,825
+4,250
+44% +$769K 1.95% 15
2018
Q2 		$1.86M Buy
9,575
+1,165
+14% +$211K 1.84% 17
2018
Q1 		$1.45M Buy
8,410
+815
+11% +$146K 1.53% 24
2017
Q4 		$1.34M Buy
+7,595
New +$1.34M 1.39% 31

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

Bell & Brown Wealth Advisors's META Position: Q1 2026 in Review

Bell & Brown Wealth Advisors reduced its Meta Platforms (Facebook) (META) stake by 1.5% in Q1 2026, selling an estimated $153K and leaving 16,198 shares worth $9.54M. The position accounts for 3.09% of the portfolio, ranked #8.

Bell & Brown Wealth Advisors first reported a position in META in Q4 2017 and has held it in 30 quarters since. The position peaked at $12.6M in Q2 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Bell & Brown Wealth Advisors held 16,198 shares of Meta Platforms (Facebook) worth $9.54M as of Q1 2026.
  • Bell & Brown Wealth Advisors sold 239 Meta Platforms (Facebook) shares in Q1 2026, an estimated $153K.
  • Meta Platforms (Facebook) made up 3.09% of Bell & Brown Wealth Advisors's portfolio in Q1 2026, its #8 holding.
  • Bell & Brown Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2017 and has held it in 30 quarters since.
  • Bell & Brown Wealth Advisors's Meta Platforms (Facebook) position peaked at $12.6M in Q2 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Bell & Brown Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.