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 Q2	$136K	Sell	241 -70	-23%	-$42.8K	0.05%	85
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 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 $3.37T AUM 44.26% 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

Bernard Wealth Management's META Position: Q2 2026 in Review

Bernard Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 23% in Q2 2026, selling an estimated $42.8K and leaving 241 shares worth $136K. The position accounts for 0.05% of the portfolio, ranked #85.

Bernard Wealth Management first reported a position in META in Q4 2024 and has held it in 7 quarters since. The position peaked at $774K in Q2 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

Bernard Wealth Management held 241 shares of Meta Platforms (Facebook) worth $136K as of Q2 2026.
Bernard Wealth Management sold 70 Meta Platforms (Facebook) shares in Q2 2026, an estimated $42.8K.
Meta Platforms (Facebook) made up 0.05% of Bernard Wealth Management's portfolio in Q2 2026, its #85 holding.
Bernard Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 7 quarters since.
Bernard Wealth Management's Meta Platforms (Facebook) position peaked at $774K in Q2 2025.
5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.