BGAI
META icon

Bruce G. Allen Investments’s Meta Platforms (Facebook) META Stock Holding History

Bruce G. Allen Investments’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 		$489K Buy
855
+77
+10% +$49.3K 0.32% 40
2025
Q4 		$514K Buy
778
+239
+44% +$160K 0.35% 36
2025
Q3 		$396K Buy
539
+15
+3% +$11.2K 0.28% 42
2025
Q2 		$387K Buy
524
+361
+221% +$223K 0.29% 42
2025
Q1 		$93.9K Buy
163
+48
+42% +$31K 0.07% 148
2024
Q4 		$67.3K Sell
115
-1
-0.9% -$587 0.05% 209
2024
Q3 		$66.4K Sell
116
-5
-4% -$2.57K 0.05% 213
2024
Q2 		$61K Sell
121
-99
-45% -$48.1K 0.05% 212
2024
Q1 		$107K Sell
220
-195
-47% -$87K 0.09% 148
2023
Q4 		$147K Buy
+415
New +$135K 0.13% 99

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

Bruce G. Allen Investments's META Position: Q1 2026 in Review

Bruce G. Allen Investments increased its Meta Platforms (Facebook) (META) stake by 9.9% in Q1 2026, buying an estimated $49.3K and bringing the position to 855 shares worth $489K. The position accounts for 0.32% of the portfolio, ranked #40.

Bruce G. Allen Investments first reported a position in META in Q4 2023 and has held it in 10 quarters since. The position peaked at $514K in Q4 2025. 5,066 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Bruce G. Allen Investments held 855 shares of Meta Platforms (Facebook) worth $489K as of Q1 2026.
  • Bruce G. Allen Investments bought 77 Meta Platforms (Facebook) shares in Q1 2026, an estimated $49.3K.
  • Meta Platforms (Facebook) made up 0.32% of Bruce G. Allen Investments's portfolio in Q1 2026, its #40 holding.
  • Bruce G. Allen Investments first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 10 quarters since.
  • Bruce G. Allen Investments's Meta Platforms (Facebook) position peaked at $514K in Q4 2025.
  • 5,066 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.