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BWM Planning’s Meta Platforms (Facebook) META Stock Holding History

BWM Planning’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 		$252K Sell
440
-45
-9% -$28.8K 0.07% 79
2025
Q4 		$320K Buy
485
+110
+29% +$73.5K 0.09% 74
2025
Q3 		$276K Buy
375
+47
+14% +$35K 0.08% 77
2025
Q2 		$242K Buy
+328
New +$203K 0.08% 74

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

BWM Planning's META Position: Q1 2026 in Review

BWM Planning reduced its Meta Platforms (Facebook) (META) stake by 9.3% in Q1 2026, selling an estimated $28.8K and leaving 440 shares worth $252K. The position accounts for 0.07% of the portfolio, ranked #79.

BWM Planning first reported a position in META in Q2 2025 and has held it in 4 quarters since. The position peaked at $320K in Q4 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • BWM Planning held 440 shares of Meta Platforms (Facebook) worth $252K as of Q1 2026.
  • BWM Planning sold 45 Meta Platforms (Facebook) shares in Q1 2026, an estimated $28.8K.
  • Meta Platforms (Facebook) made up 0.07% of BWM Planning's portfolio in Q1 2026, its #79 holding.
  • BWM Planning first reported a position in Meta Platforms (Facebook) in Q2 2025 and has held it in 4 quarters since.
  • BWM Planning's Meta Platforms (Facebook) position peaked at $320K in Q4 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on BWM Planning's 13F filing for Q1 2026, filed 22 Apr 2026.