Birch Capital Management
META icon

Birch Capital Management’s Meta Platforms (Facebook) META Stock Holding History

Birch Capital 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
Q3 		$87.7K Hold
121
– – 0.04% 67
2026
Q2 		$68.2K Hold
121
– – 0.03% 72
2026
Q1 		$69.2K Sell
121
-10
-8% -$6.41K 0.04% 70
2025
Q4 		$86.5K Sell
131
-29
-18% -$19.4K 0.04% 67
2025
Q3 		$118K Hold
160
– – 0.06% 63
2025
Q2 		$118K Hold
160
– – 0.06% 66
2025
Q1 		$92.2K Hold
160
– – 0.05% 70
2024
Q4 		$93.7K Buy
+160
New +$93.9K 0.05% 67

Other funds holding META

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Birch Capital Management's META Position: Q3 2026 in Review

Birch Capital Management held its Meta Platforms (Facebook) (META) position steady in Q3 2026 at 121 shares worth $87.7K. The position accounts for 0.04% of the portfolio, ranked #67.

Birch Capital Management first reported a position in META in Q4 2024 and has held it in 8 quarters since. The position peaked at $118K in Q2 2025. 3,565 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Birch Capital Management held 121 shares of Meta Platforms (Facebook) worth $87.7K as of Q3 2026.
  • Birch Capital Management left its Meta Platforms (Facebook) share count unchanged in Q3 2026.
  • Meta Platforms (Facebook) made up 0.04% of Birch Capital Management's portfolio in Q3 2026, its #67 holding.
  • Birch Capital Management first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 8 quarters since.
  • Birch Capital Management's Meta Platforms (Facebook) position peaked at $118K in Q2 2025.
  • 3,565 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Birch Capital Management's 13F filing for Q3 2026, filed 27 Oct 2026.