BWM
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Brickley Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Brickley 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 		$867K Buy
1,539
+5
+0.3% +$3.06K 0.12% 36
2026
Q1 		$878K Buy
1,534
+39
+3% +$25K 0.15% 29
2025
Q4 		$987K Sell
1,495
-6
-0.4% -$4.01K 0.17% 29
2025
Q3 		$1.1M Buy
1,501
+182
+14% +$135K 0.19% 27
2025
Q2 		$974K Buy
1,319
+58
+5% +$35.8K 0.19% 26
2025
Q1 		$727K Buy
1,261
+28
+2% +$18.1K 0.15% 27
2024
Q4 		$722K Sell
1,233
-12
-1% -$7.04K 0.15% 28
2024
Q3 		$713K Sell
1,245
-21
-2% -$10.8K 0.15% 29
2024
Q2 		$638K Sell
1,266
-20
-2% -$9.72K 0.14% 29
2024
Q1 		$624K Sell
1,286
-105
-8% -$46.8K 0.14% 29
2023
Q4 		$492K Buy
1,391
+4
+0.3% +$1.3K 0.12% 31
2023
Q3 		$416K Buy
1,387
+105
+8% +$31.6K 0.11% 28
2023
Q2 		$368K Hold
1,282
– – 0.09% 30
2023
Q1 		$272K Buy
+1,282
New +$218K 0.07% 34
2022
Q2 		– Sell
-1,130
Closed -$251K – 47
2022
Q1 		$251K Sell
1,130
-100
-8% -$25K 0.07% 40
2021
Q4 		$414K Buy
1,230
+113
+10% +$37.5K 0.09% 32
2021
Q3 		$379K Buy
1,117
+19
+2% +$6.84K 0.1% 31
2021
Q2 		$382K Buy
1,098
+98
+10% +$31.4K 0.1% 30
2021
Q1 		$295K Hold
1,000
– – 0.08% 34
2020
Q4 		$273K Hold
1,000
– – 0.08% 31
2020
Q3 		$261K Hold
1,000
– – 0.07% 32
2020
Q2 		$227K Sell
1,000
-200
-17% -$41.8K 0.08% 33
2020
Q1 		$200K Hold
1,200
– – 0.08% 36
2019
Q4 		$246K Buy
+1,200
New +$232K 0.09% 43

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

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

Brickley Wealth Management increased its Meta Platforms (Facebook) (META) stake by 0.33% in Q2 2026, buying an estimated $3.06K and bringing the position to 1,539 shares worth $867K. The position accounts for 0.12% of the portfolio, ranked #36.

Brickley Wealth Management first reported a position in META in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.1M in Q3 2025. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Brickley Wealth Management held 1,539 shares of Meta Platforms (Facebook) worth $867K as of Q2 2026.
  • Brickley Wealth Management bought 5 Meta Platforms (Facebook) shares in Q2 2026, an estimated $3.06K.
  • Meta Platforms (Facebook) made up 0.12% of Brickley Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Brickley Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2019 and has held it in 24 quarters since.
  • Brickley Wealth Management's Meta Platforms (Facebook) position peaked at $1.1M in Q3 2025.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Brickley Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.