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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
2019
Q1 		– Sell
-1
Closed -$4K – 203
2018
Q4 		$4K Hold
1
– – ﹤0.01% 186
2018
Q3 		$8K Hold
1
– – ﹤0.01% 178
2018
Q2 		$11K Hold
1
– – 0.01% 165
2018
Q1 		$7K Buy
+1
New +$180 ﹤0.01% 186

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 $3.38T AUM 44.17% 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. 5,088 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.
  • 5,088 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.