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Brown Financial Advisors’s Meta Platforms (Facebook) META Stock Holding History

Brown Financial Advisors’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 		$3.92M Sell
6,857
-551
-7% -$353K 1.49% 15
2025
Q4 		$4.89M Buy
7,408
+429
+6% +$286K 1.79% 11
2025
Q3 		$5.13M Buy
6,979
+96
+1% +$71.5K 1.89% 10
2025
Q2 		$5.08M Buy
6,883
+73
+1% +$45.1K 1.98% 8
2025
Q1 		$3.93M Buy
6,810
+366
+6% +$236K 1.62% 15
2024
Q4 		$3.77M Buy
6,444
+223
+4% +$131K 1.52% 16
2024
Q3 		$3.56M Buy
6,221
+1,594
+34% +$820K 1.47% 20
2024
Q2 		$2.33M Buy
+4,627
New +$2.25M 1.04% 27

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

Brown Financial Advisors's META Position: Q1 2026 in Review

Brown Financial Advisors reduced its Meta Platforms (Facebook) (META) stake by 7.4% in Q1 2026, selling an estimated $353K and leaving 6,857 shares worth $3.92M. The position accounts for 1.49% of the portfolio, ranked #15.

Brown Financial Advisors first reported a position in META in Q2 2024 and has held it in 8 quarters since. The position peaked at $5.13M in Q3 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Brown Financial Advisors held 6,857 shares of Meta Platforms (Facebook) worth $3.92M as of Q1 2026.
  • Brown Financial Advisors sold 551 Meta Platforms (Facebook) shares in Q1 2026, an estimated $353K.
  • Meta Platforms (Facebook) made up 1.49% of Brown Financial Advisors's portfolio in Q1 2026, its #15 holding.
  • Brown Financial Advisors first reported a position in Meta Platforms (Facebook) in Q2 2024 and has held it in 8 quarters since.
  • Brown Financial Advisors's Meta Platforms (Facebook) position peaked at $5.13M in Q3 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Brown Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.