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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
Q2 		$338K Buy
599
+159
+36% +$97.2K 0.08% 80
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 $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

BWM Planning's META Position: Q2 2026 in Review

BWM Planning increased its Meta Platforms (Facebook) (META) stake by 36% in Q2 2026, buying an estimated $97.2K and bringing the position to 599 shares worth $338K. The position accounts for 0.08% of the portfolio, ranked #80.

BWM Planning first reported a position in META in Q2 2025 and has held it in 5 quarters since. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • BWM Planning held 599 shares of Meta Platforms (Facebook) worth $338K as of Q2 2026.
  • BWM Planning bought 159 Meta Platforms (Facebook) shares in Q2 2026, an estimated $97.2K.
  • Meta Platforms (Facebook) made up 0.08% of BWM Planning's portfolio in Q2 2026, its #80 holding.
  • BWM Planning first reported a position in Meta Platforms (Facebook) in Q2 2025 and has held it in 5 quarters since.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on BWM Planning's 13F filing for Q2 2026, filed 23 Jul 2026.