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

Bellevue 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	$142K	Buy	251 +3	+1%	+$1.83K	0.07%	100
2026 Q1	$142K	Hold	248	–	–	0.07%	92
2025 Q4	$164K	Hold	248	–	–	0.05%	88
2025 Q3	$182K	Hold	248	–	–	0.08%	78
2025 Q2	$183K	Hold	248	–	–	0.09%	77
2025 Q1	$143K	Hold	248	–	–	0.08%	83
2024 Q4	$145K	Hold	248	–	–	0.08%	83
2024 Q3	$142K	Hold	248	–	–	0.07%	82
2024 Q2	$125K	Hold	248	–	–	0.07%	86
2024 Q1	$120K	Hold	248	–	–	0.07%	89
2023 Q4	$87.8K	Hold	248	–	–	0.08%	103
2023 Q3	$74.5K	Sell	248 -5	-2%	-$1.51K	0.05%	104
2023 Q2	$72.6K	Hold	253	–	–	0.05%	114
2023 Q1	$53.6K	Hold	253	–	–	0.04%	138
2022 Q4	$30.1K	Sell	253 -260	-51%	-$30.5K	0.02%	193
2022 Q3	$70K	Hold	513	–	–	0.05%	123
2022 Q2	$84K	Sell	513 -130	-20%	-$25.1K	0.06%	110
2022 Q1	$145K	Buy	643 +250	+64%	+$62.5K	0.09%	90
2021 Q4	$132K	Hold	393	–	–	0.08%	99
2021 Q3	$134K	Hold	393	–	–	0.08%	97
2021 Q2	$137K	Hold	393	–	–	0.08%	99
2021 Q1	$116K	Buy	393 +94	+31%	+$25.3K	0.07%	108
2020 Q4	$85K	Sell	299 -24	-7%	-$6.58K	0.05%	129
2020 Q3	$85K	Hold	323	–	–	0.06%	121
2020 Q2	$73K	Hold	323	–	–	0.07%	128
2020 Q1	$61K	Buy	323 +100	+45%	+$19.6K	0.06%	143
2019 Q4	$46K	Buy	+223	New	+$43.2K	0.04%	163

Other funds holding META

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Bellevue Asset Management increased its Meta Platforms (Facebook) (META) stake by 1.2% in Q2 2026, buying an estimated $1.83K and bringing the position to 251 shares worth $142K. The position accounts for 0.07% of the portfolio, ranked #100.

Bellevue Asset Management first reported a position in META in Q4 2019 and has held it in 27 quarters since. The position peaked at $183K in Q2 2025. 5,088 funds tracked by Wall St. Rank hold META as of Q2 2026.

Bellevue Asset Management held 251 shares of Meta Platforms (Facebook) worth $142K as of Q2 2026.
Bellevue Asset Management bought 3 Meta Platforms (Facebook) shares in Q2 2026, an estimated $1.83K.
Meta Platforms (Facebook) made up 0.07% of Bellevue Asset Management's portfolio in Q2 2026, its #100 holding.
Bellevue Asset Management first reported a position in Meta Platforms (Facebook) in Q4 2019 and has held it in 27 quarters since.
Bellevue Asset Management's Meta Platforms (Facebook) position peaked at $183K in Q2 2025.
5,088 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.