WI
META icon

Westbourne Investments’s Meta Platforms (Facebook) META Stock Holding History

Westbourne Investments’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 		$5.21M Buy
9,250
+432
+5% +$264K 2.12% 10
2026
Q1 		$5.05M Sell
8,818
-6
-0.1% -$3.85K 2.4% 10
2025
Q4 		$5.82M Sell
8,824
-13
-0.1% -$8.68K 2.71% 8
2025
Q3 		$5.73M Sell
8,837
-429
-5% -$319K 2.74% 7
2025
Q2 		$6.84M Sell
9,266
-2,325
-20% -$1.44M 3.65% 4
2025
Q1 		$6.68M Sell
11,591
-989
-8% -$638K 4.03% 5
2024
Q4 		$7.37M Buy
+12,580
New +$7.38M 4.34% 5

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

Westbourne Investments's META Position: Q2 2026 in Review

Westbourne Investments increased its Meta Platforms (Facebook) (META) stake by 4.9% in Q2 2026, buying an estimated $264K and bringing the position to 9,250 shares worth $5.21M. The position accounts for 2.12% of the portfolio, ranked #10.

Westbourne Investments first reported a position in META in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.37M in Q4 2024. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Westbourne Investments held 9,250 shares of Meta Platforms (Facebook) worth $5.21M as of Q2 2026.
  • Westbourne Investments bought 432 Meta Platforms (Facebook) shares in Q2 2026, an estimated $264K.
  • Meta Platforms (Facebook) made up 2.12% of Westbourne Investments's portfolio in Q2 2026, its #10 holding.
  • Westbourne Investments first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 7 quarters since.
  • Westbourne Investments's Meta Platforms (Facebook) position peaked at $7.37M in Q4 2024.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Westbourne Investments's 13F filing for Q2 2026, filed 11 Aug 2026.