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 Q2	$1.45M	Sell	2,567 -929	-27%	-$568K	0.51%	58
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 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

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

BKM Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 27% in Q2 2026, selling an estimated $568K and leaving 2,567 shares worth $1.45M. The position accounts for 0.51% of the portfolio, ranked #58.

BKM Wealth Management first reported a position in META in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.78M in Q4 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

BKM Wealth Management held 2,567 shares of Meta Platforms (Facebook) worth $1.45M as of Q2 2026.
BKM Wealth Management sold 929 Meta Platforms (Facebook) shares in Q2 2026, an estimated $568K.
Meta Platforms (Facebook) made up 0.51% of BKM Wealth Management's portfolio in Q2 2026, its #58 holding.
BKM Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 10 quarters since.
BKM Wealth Management's Meta Platforms (Facebook) position peaked at $2.78M in Q4 2025.
5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.