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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 $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

Blue Bell Private Wealth Management's META Position: Q1 2026 in Review

Blue Bell Private Wealth Management increased its Meta Platforms (Facebook) (META) stake by 3.8% in Q1 2026, buying an estimated $30.1K and bringing the position to 1,272 shares worth $728K. The position accounts for 0.1% of the portfolio, ranked #129.

Blue Bell Private Wealth Management first reported a position in META in Q4 2013 and has held it in 29 quarters since. The position peaked at $900K in Q3 2025. 5,069 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Blue Bell Private Wealth Management held 1,272 shares of Meta Platforms (Facebook) worth $728K as of Q1 2026.
  • Blue Bell Private Wealth Management bought 47 Meta Platforms (Facebook) shares in Q1 2026, an estimated $30.1K.
  • Meta Platforms (Facebook) made up 0.1% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #129 holding.
  • Blue Bell Private Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2013 and has held it in 29 quarters since.
  • Blue Bell Private Wealth Management's Meta Platforms (Facebook) position peaked at $900K in Q3 2025.
  • 5,069 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.