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

Birchcreek 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 		$486K Buy
862
+126
+17% +$77K 0.19% 81
2026
Q1 		$421K Sell
736
-23
-3% -$14.7K 0.2% 73
2025
Q4 		$501K Sell
759
-67
-8% -$44.7K 0.25% 64
2025
Q3 		$607K Sell
826
-61
-7% -$45.4K 0.31% 55
2025
Q2 		$655K Sell
887
-103
-10% -$63.6K 0.37% 48
2025
Q1 		$571K Sell
990
-41
-4% -$26.5K 0.36% 52
2024
Q4 		$604K Buy
1,031
+186
+22% +$109K 0.38% 49
2024
Q3 		$484K Buy
845
+334
+65% +$172K 0.32% 62
2024
Q2 		$258K Buy
511
+50
+11% +$24.3K 0.15% 126
2024
Q1 		$224K Buy
+461
New +$206K 0.12% 141
2023
Q1 		– Sell
-2,585
Closed -$311K – 135
2022
Q4 		$311K Buy
+2,585
New +$304K 0.28% 91
2021
Q3 		– Sell
-589
Closed -$205K – 120
2021
Q2 		$205K Buy
+589
New +$189K 0.2% 115
2021
Q1 		– Sell
-726
Closed -$198K – 218
2020
Q4 		$198K Buy
+726
New +$199K 0.19% 99

Other funds holding META

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Birchcreek Wealth Management increased its Meta Platforms (Facebook) (META) stake by 17% in Q2 2026, buying an estimated $77K and bringing the position to 862 shares worth $486K. The position accounts for 0.19% of the portfolio, ranked #81.

Birchcreek Wealth Management first reported a position in META in Q4 2020 and has held it in 13 quarters since. The position peaked at $655K in Q2 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Birchcreek Wealth Management held 862 shares of Meta Platforms (Facebook) worth $486K as of Q2 2026.
  • Birchcreek Wealth Management bought 126 Meta Platforms (Facebook) shares in Q2 2026, an estimated $77K.
  • Meta Platforms (Facebook) made up 0.19% of Birchcreek Wealth Management's portfolio in Q2 2026, its #81 holding.
  • Birchcreek Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 13 quarters since.
  • Birchcreek Wealth Management's Meta Platforms (Facebook) position peaked at $655K in Q2 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Birchcreek Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.