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Burton Enright Welch’s Meta Platforms (Facebook) META Stock Holding History

Burton Enright Welch’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 		$1.38M Buy
2,456
+400
+19% +$245K 0.16% 59
2026
Q1 		$1.18M Sell
2,056
-39
-2% -$25K 0.16% 60
2025
Q4 		$1.38M Buy
2,095
+58
+3% +$38.7K 0.19% 53
2025
Q3 		$1.5M Buy
2,037
+110
+6% +$81.9K 0.23% 47
2025
Q2 		$1.42M Buy
1,927
+227
+13% +$140K 0.25% 45
2025
Q1 		$980K Sell
1,700
-166
-9% -$107K 0.2% 46
2024
Q4 		$1.09M Sell
1,866
-43
-2% -$25.2K 0.23% 43
2024
Q3 		$1.09M Hold
1,909
– – 0.23% 40
2024
Q2 		$963K Sell
1,909
-20
-1% -$9.72K 0.22% 41
2024
Q1 		$937K Sell
1,929
-56
-3% -$25K 0.23% 43
2023
Q4 		$703K Buy
1,985
+72
+4% +$23.4K 0.19% 44
2023
Q3 		$574K Sell
1,913
-60
-3% -$18.1K 0.18% 43
2023
Q2 		$566K Buy
1,973
+234
+13% +$57.7K 0.18% 43
2023
Q1 		$369K Buy
+1,739
New +$296K 0.14% 54
2022
Q4 		– Sell
-1,782
Closed -$242K – 65
2022
Q3 		$242K Buy
1,782
+282
+19% +$45.7K 0.12% 53
2022
Q2 		$242K Sell
1,500
-151
-9% -$29.1K 0.15% 54
2022
Q1 		$367K Buy
1,651
+71
+4% +$17.7K 0.2% 45
2021
Q4 		$488K Buy
+1,580
New +$525K 0.33% 38

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

Burton Enright Welch's META Position: Q2 2026 in Review

Burton Enright Welch increased its Meta Platforms (Facebook) (META) stake by 19% in Q2 2026, buying an estimated $245K and bringing the position to 2,456 shares worth $1.38M. The position accounts for 0.16% of the portfolio, ranked #59.

Burton Enright Welch first reported a position in META in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.5M in Q3 2025. 5,052 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Burton Enright Welch held 2,456 shares of Meta Platforms (Facebook) worth $1.38M as of Q2 2026.
  • Burton Enright Welch bought 400 Meta Platforms (Facebook) shares in Q2 2026, an estimated $245K.
  • Meta Platforms (Facebook) made up 0.16% of Burton Enright Welch's portfolio in Q2 2026, its #59 holding.
  • Burton Enright Welch first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 18 quarters since.
  • Burton Enright Welch's Meta Platforms (Facebook) position peaked at $1.5M in Q3 2025.
  • 5,052 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.