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

Bullock 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 		$1.5M Buy
2,440
+1,539
+171% +$941K 0.65% 32
2026
Q1 		$522K Buy
901
+465
+107% +$298K 0.26% 89
2025
Q4 		$288K Buy
436
+36
+9% +$24K 0.14% 135
2025
Q3 		$287K Hold
400
– – 0.14% 127
2025
Q2 		$288K Sell
400
-19
-5% -$11.7K 0.15% 119
2025
Q1 		$246K Buy
419
+30
+8% +$19.4K 0.14% 130
2024
Q4 		$228K Buy
389
+9
+2% +$5.28K 0.13% 138
2024
Q3 		$219K Buy
380
+2
+0.5% +$1.03K 0.13% 134
2024
Q2 		$191K Buy
378
+25
+7% +$12.2K 0.13% 137
2024
Q1 		$174K Buy
+353
New +$157K 0.12% 154

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 $3.38T AUM 44.17% 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

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

Bullock Wealth Management increased its Meta Platforms (Facebook) (META) stake by 171% in Q2 2026, buying an estimated $941K and bringing the position to 2,440 shares worth $1.5M. The position accounts for 0.65% of the portfolio, ranked #32.

Bullock Wealth Management first reported a position in META in Q1 2024 and has held it in 10 quarters since. 5,087 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Bullock Wealth Management held 2,440 shares of Meta Platforms (Facebook) worth $1.5M as of Q2 2026.
  • Bullock Wealth Management bought 1,539 Meta Platforms (Facebook) shares in Q2 2026, an estimated $941K.
  • Meta Platforms (Facebook) made up 0.65% of Bullock Wealth Management's portfolio in Q2 2026, its #32 holding.
  • Bullock Wealth Management first reported a position in Meta Platforms (Facebook) in Q1 2024 and has held it in 10 quarters since.
  • 5,087 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.