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Bernard Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Bernard Wealth 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 		$178K Sell
311
-300
-49% -$192K 0.08% 67
2025
Q4 		$403K Sell
611
-425
-41% -$284K 0.16% 50
2025
Q3 		$761K Sell
1,036
-13
-1% -$9.68K 0.32% 38
2025
Q2 		$774K Sell
1,049
-6
-0.6% -$3.71K 0.36% 36
2025
Q1 		$608K Sell
1,055
-2
-0.2% -$1.29K 0.3% 38
2024
Q4 		$619K Buy
+1,057
New +$620K 0.29% 39

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

Bernard Wealth Management's META Position: Q1 2026 in Review

Bernard Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 49% in Q1 2026, selling an estimated $192K and leaving 311 shares worth $178K. The position accounts for 0.08% of the portfolio, ranked #67.

Bernard Wealth Management first reported a position in META in Q4 2024 and has held it in 6 quarters since. The position peaked at $774K in Q2 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Bernard Wealth Management held 311 shares of Meta Platforms (Facebook) worth $178K as of Q1 2026.
  • Bernard Wealth Management sold 300 Meta Platforms (Facebook) shares in Q1 2026, an estimated $192K.
  • Meta Platforms (Facebook) made up 0.08% of Bernard Wealth Management's portfolio in Q1 2026, its #67 holding.
  • Bernard Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 6 quarters since.
  • Bernard Wealth Management's Meta Platforms (Facebook) position peaked at $774K in Q2 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.