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
Q2 		$470K Sell
835
-20
-2% -$12.2K 0.3% 42
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 $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

Bruce G. Allen Investments's META Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Meta Platforms (Facebook) (META) stake by 2.3% in Q2 2026, selling an estimated $12.2K and leaving 835 shares worth $470K. The position accounts for 0.3% of the portfolio, ranked #42.

Bruce G. Allen Investments first reported a position in META in Q4 2023 and has held it in 11 quarters since. The position peaked at $514K in Q4 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Bruce G. Allen Investments held 835 shares of Meta Platforms (Facebook) worth $470K as of Q2 2026.
  • Bruce G. Allen Investments sold 20 Meta Platforms (Facebook) shares in Q2 2026, an estimated $12.2K.
  • Meta Platforms (Facebook) made up 0.3% of Bruce G. Allen Investments's portfolio in Q2 2026, its #42 holding.
  • Bruce G. Allen Investments first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Meta Platforms (Facebook) position peaked at $514K in Q4 2025.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.