BWP
META icon

Burling Wealth Partners’s Meta Platforms (Facebook) META Stock Holding History

Burling Wealth Partners’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 		$12.2M Buy
21,336
+2,306
+12% +$1.48M 1.97% 12
2025
Q4 		$12.6M Buy
19,030
+2,687
+16% +$1.79M 1.95% 14
2025
Q3 		$12M Buy
16,343
+2,490
+18% +$1.85M 1.99% 13
2025
Q2 		$10.2M Buy
13,853
+1,969
+17% +$1.22M 1.89% 12
2025
Q1 		$6.85M Buy
11,884
+1,318
+12% +$850K 1.44% 17
2024
Q4 		$6.19M Buy
+10,566
New +$6.2M 1.26% 18

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

Burling Wealth Partners's META Position: Q1 2026 in Review

Burling Wealth Partners increased its Meta Platforms (Facebook) (META) stake by 12% in Q1 2026, buying an estimated $1.48M and bringing the position to 21,336 shares worth $12.2M. The position accounts for 1.97% of the portfolio, ranked #12.

Burling Wealth Partners first reported a position in META in Q4 2024 and has held it in 6 quarters since. The position peaked at $12.6M in Q4 2025. 5,066 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Burling Wealth Partners held 21,336 shares of Meta Platforms (Facebook) worth $12.2M as of Q1 2026.
  • Burling Wealth Partners bought 2,306 Meta Platforms (Facebook) shares in Q1 2026, an estimated $1.48M.
  • Meta Platforms (Facebook) made up 1.97% of Burling Wealth Partners's portfolio in Q1 2026, its #12 holding.
  • Burling Wealth Partners first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 6 quarters since.
  • Burling Wealth Partners's Meta Platforms (Facebook) position peaked at $12.6M in Q4 2025.
  • 5,066 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Burling Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.