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Bellwether Advisors’s Meta Platforms (Facebook) META Stock Holding History

Bellwether 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 		$387K Sell
676
-240
-26% -$154K 0.07% 121
2025
Q4 		$605K Sell
916
-2,571
-74% -$1.72M 0.1% 83
2025
Q3 		$2.56M Sell
3,487
-803
-19% -$598K 0.42% 48
2025
Q2 		$3.17M Buy
4,290
+3,755
+702% +$2.32M 0.54% 41
2025
Q1 		$308K Hold
535
– – 0.06% 103
2024
Q4 		$313K Hold
535
– – 0.06% 104
2024
Q3 		$306K Buy
535
+134
+33% +$68.9K 0.06% 99
2024
Q2 		$202K Sell
401
-2,198
-85% -$1.07M 0.04% 115
2024
Q1 		$1.26M Sell
2,599
-644
-20% -$287K 0.28% 67
2023
Q4 		$1.15M Buy
3,243
+410
+14% +$134K 0.28% 62
2023
Q3 		$850K Buy
2,833
+1,508
+114% +$454K 0.23% 70
2023
Q2 		$380K Buy
1,325
+1,192
+896% +$294K 0.11% 70
2023
Q1 		$28.2K Buy
133
+22
+20% +$3.75K 0.01% 219
2022
Q4 		$13.4K Sell
111
-50
-31% -$5.87K ﹤0.01% 259
2022
Q3 		$21K Buy
161
+50
+45% +$8.1K 0.01% 218
2022
Q2 		$17K Buy
111
+1
+0.9% +$193 0.01% 225
2022
Q1 		$24K Sell
110
-297
-73% -$74.2K 0.01% 241
2021
Q4 		$136K Hold
407
– – 0.04% 138
2021
Q3 		$138K Buy
407
+297
+270% +$107K 0.05% 160
2021
Q2 		$38K Sell
110
-25
-19% -$8.02K 0.01% 195
2021
Q1 		$39K Hold
135
– – 0.02% 178
2020
Q4 		$36K Buy
+135
New +$37K 0.02% 178

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

Bellwether Advisors's META Position: Q1 2026 in Review

Bellwether Advisors reduced its Meta Platforms (Facebook) (META) stake by 26% in Q1 2026, selling an estimated $154K and leaving 676 shares worth $387K. The position accounts for 0.07% of the portfolio, ranked #121.

Bellwether Advisors first reported a position in META in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.17M in Q2 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Bellwether Advisors held 676 shares of Meta Platforms (Facebook) worth $387K as of Q1 2026.
  • Bellwether Advisors sold 240 Meta Platforms (Facebook) shares in Q1 2026, an estimated $154K.
  • Meta Platforms (Facebook) made up 0.07% of Bellwether Advisors's portfolio in Q1 2026, its #121 holding.
  • Bellwether Advisors first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 22 quarters since.
  • Bellwether Advisors's Meta Platforms (Facebook) position peaked at $3.17M in Q2 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Bellwether Advisors's 13F filing for Q1 2026, filed 12 May 2026.