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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Birchcreek Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 3% in Q1 2026, selling an estimated $14.7K and leaving 736 shares worth $421K. The position accounts for 0.2% of the portfolio, ranked #73.

Birchcreek Wealth Management first reported a position in META in Q4 2020 and has held it in 12 quarters since. The position peaked at $655K in Q2 2025. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

Birchcreek Wealth Management held 736 shares of Meta Platforms (Facebook) worth $421K as of Q1 2026.
Birchcreek Wealth Management sold 23 Meta Platforms (Facebook) shares in Q1 2026, an estimated $14.7K.
Meta Platforms (Facebook) made up 0.2% of Birchcreek Wealth Management's portfolio in Q1 2026, its #73 holding.
Birchcreek Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 12 quarters since.
Birchcreek Wealth Management's Meta Platforms (Facebook) position peaked at $655K in Q2 2025.
5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Birchcreek Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.