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Blue Bell Private Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Blue Bell Private 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 		$704K Sell
1,250
-22
-2% -$13.5K 0.09% 149
2026
Q1 		$728K Buy
1,272
+47
+4% +$30.1K 0.1% 129
2025
Q4 		$808K Sell
1,225
-1
-0.1% -$668 0.12% 117
2025
Q3 		$900K Buy
1,226
+100
+9% +$74.4K 0.14% 104
2025
Q2 		$831K Sell
1,126
-43
-4% -$26.6K 0.14% 93
2025
Q1 		$674K Buy
1,169
+100
+9% +$64.5K 0.13% 103
2024
Q4 		$626K Sell
1,069
-1
-0.1% -$587 0.12% 104
2024
Q3 		$613K Buy
1,070
+29
+3% +$14.9K 0.12% 105
2024
Q2 		$525K Hold
1,041
– – 0.11% 113
2024
Q1 		$506K Buy
+1,041
New +$464K 0.11% 109
2023
Q4 		– Sell
-796
Closed -$239K – 726
2023
Q3 		$239K Sell
796
-66
-8% -$19.9K 0.06% 129
2023
Q2 		$247K Buy
862
+250
+41% +$61.7K 0.07% 126
2023
Q1 		$130K Sell
612
-200
-25% -$34.1K 0.04% 153
2022
Q4 		$97.7K Sell
812
-200
-20% -$23.5K 0.03% 165
2022
Q3 		$137K Hold
1,012
– – 0.05% 132
2022
Q2 		$163K Buy
1,012
+283
+39% +$54.6K 0.05% 117
2022
Q1 		$162K Sell
729
-25
-3% -$6.25K 0.05% 119
2021
Q4 		$254K Buy
+754
New +$250K 0.07% 93
2016
Q4 		– Sell
-3,865
Closed -$496K – 344
2016
Q3 		$496K Hold
3,865
– – 0.29% 52
2016
Q2 		$442K Buy
3,865
+588
+18% +$67.8K 0.28% 52
2016
Q1 		$374K Buy
3,277
+12
+0.4% +$1.27K 0.25% 69
2015
Q4 		$342K Buy
3,265
+200
+7% +$20.5K 0.23% 74
2015
Q3 		$276K Buy
3,065
+700
+30% +$64.2K 0.19% 75
2015
Q2 		$203K Sell
2,365
-275
-10% -$22.5K 0.12% 91
2015
Q1 		$217K Sell
2,640
-100
-4% -$7.83K 0.13% 88
2014
Q4 		$213K Sell
2,740
-35
-1% -$2.68K 0.12% 92
2014
Q3 		$219K Sell
2,775
-5
-0.2% -$367 0.13% 95
2014
Q2 		$187K Hold
2,780
– – 0.11% 108
2014
Q1 		$167K Sell
2,780
-100
-3% -$6.34K 0.11% 97
2013
Q4 		$157K Buy
+2,880
New +$145K 0.12% 95

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

Blue Bell Private Wealth Management's META Position: Q2 2026 in Review

Blue Bell Private Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 1.7% in Q2 2026, selling an estimated $13.5K and leaving 1,250 shares worth $704K. The position accounts for 0.09% of the portfolio, ranked #149.

Blue Bell Private Wealth Management first reported a position in META in Q4 2013 and has held it in 30 quarters since. The position peaked at $900K in Q3 2025. 5,039 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Blue Bell Private Wealth Management held 1,250 shares of Meta Platforms (Facebook) worth $704K as of Q2 2026.
  • Blue Bell Private Wealth Management sold 22 Meta Platforms (Facebook) shares in Q2 2026, an estimated $13.5K.
  • Meta Platforms (Facebook) made up 0.09% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #149 holding.
  • Blue Bell Private Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2013 and has held it in 30 quarters since.
  • Blue Bell Private Wealth Management's Meta Platforms (Facebook) position peaked at $900K in Q3 2025.
  • 5,039 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

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