Bradley & Co Private Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Bradley & Co 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 Q1	$1.52M	Sell	2,650 -66	-2%	-$42.3K	0.8%	22
2025 Q4	$1.79M	Hold	2,716	–	–	0.95%	20
2025 Q3	$1.99M	Hold	2,716	–	–	1.1%	18
2025 Q2	$2M	Sell	2,716 -100	-4%	-$61.8K	1.23%	17
2025 Q1	$1.62M	Hold	2,816	–	–	1.11%	18
2024 Q4	$1.65M	Buy	+2,816	New	+$1.65M	1.03%	17
2024 Q2	$1.42M	Hold	2,816	–	–	1.05%	15
2024 Q1	$1.37M	Hold	2,816	–	–	1.11%	15
2023 Q4	$997K	Hold	2,816	–	–	0.92%	16
2023 Q3	$845K	Sell	2,816 -141	-5%	-$42.5K	0.88%	17
2023 Q2	$849K	Hold	2,957	–	–	0.84%	16
2023 Q1	$627K	Sell	2,957 -522	-15%	-$88.9K	0.69%	19
2022 Q4	$419K	Sell	3,479 -135	-4%	-$15.9K	0.51%	24
2022 Q3	$490K	Sell	3,614 -157	-4%	-$25.4K	0.58%	24
2022 Q2	$608K	Hold	3,771	–	–	0.67%	27
2022 Q1	$839K	Hold	3,771	–	–	0.72%	25
2021 Q4	$1.27M	Sell	3,771 -104	-3%	-$34.5K	1.02%	21
2021 Q3	$1.31M	Sell	3,875 -300	-7%	-$108K	1.13%	20
2021 Q2	$1.45M	Sell	4,175 -333	-7%	-$107K	1.27%	22
2021 Q1	$1.33M	Buy	+4,508	New	+$1.21M	1.23%	24

Other funds holding META

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bradley & Co Private Wealth Management's META Position: Q1 2026 in Review

Bradley & Co Private Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 2.4% in Q1 2026, selling an estimated $42.3K and leaving 2,650 shares worth $1.52M. The position accounts for 0.8% of the portfolio, ranked #22.

Bradley & Co Private Wealth Management first reported a position in META in Q1 2021 and has held it in 20 quarters since. The position peaked at $2M in Q2 2025. 5,069 funds tracked by Wall St. Rank hold META as of Q1 2026.

Bradley & Co Private Wealth Management held 2,650 shares of Meta Platforms (Facebook) worth $1.52M as of Q1 2026.
Bradley & Co Private Wealth Management sold 66 Meta Platforms (Facebook) shares in Q1 2026, an estimated $42.3K.
Meta Platforms (Facebook) made up 0.8% of Bradley & Co Private Wealth Management's portfolio in Q1 2026, its #22 holding.
Bradley & Co Private Wealth Management first reported a position in Meta Platforms (Facebook) in Q1 2021 and has held it in 20 quarters since.
Bradley & Co Private Wealth Management's Meta Platforms (Facebook) position peaked at $2M in Q2 2025.
5,069 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.