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

BKM 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 		$2M Sell
3,496
-717
-17% -$460K 0.73% 43
2025
Q4 		$2.78M Buy
4,213
+455
+12% +$304K 1.02% 27
2025
Q3 		$2.76M Buy
3,758
+3,225
+605% +$2.4M 1.02% 25
2025
Q2 		$393K Hold
533
– – 0.15% 116
2025
Q1 		$307K Sell
533
-13
-2% -$8.39K 0.13% 125
2024
Q4 		$320K Buy
546
+35
+7% +$20.5K 0.13% 129
2024
Q3 		$293K Buy
+511
New +$263K 0.12% 136
2024
Q2 		– Sell
-511
Closed -$248K – 178
2024
Q1 		$248K Hold
511
– – 0.11% 145
2023
Q4 		$181K Buy
+511
New +$166K 0.08% 158

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

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

BKM Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 17% in Q1 2026, selling an estimated $460K and leaving 3,496 shares worth $2M. The position accounts for 0.73% of the portfolio, ranked #43.

BKM Wealth Management first reported a position in META in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.78M in Q4 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • BKM Wealth Management held 3,496 shares of Meta Platforms (Facebook) worth $2M as of Q1 2026.
  • BKM Wealth Management sold 717 Meta Platforms (Facebook) shares in Q1 2026, an estimated $460K.
  • Meta Platforms (Facebook) made up 0.73% of BKM Wealth Management's portfolio in Q1 2026, its #43 holding.
  • BKM Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 9 quarters since.
  • BKM Wealth Management's Meta Platforms (Facebook) position peaked at $2.78M in Q4 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on BKM Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.