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Bell & Brown Wealth Advisors, LLC → META

Bell & Brown Wealth Advisors, LLC META Position History

Meta Platforms, Inc. • Technology

Quarters held
6
Latest value
$11.2M
Q3 2026
Peak value
$12.3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$12.3M
Q4 2025$10.8M
Q4 2025$10.9M
Q1 2026$9.5M
Q2 2026$9.1M
Q3 2026$11.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$11.2M15.4K——
Q2 2026$9.1M16.2K——
Q1 2026$9.5M16.2K——
Q4 2025$10.9M16.4K——
Q4 2025$10.8M16.4K——
Q3 2025$12.3M16.8K——

Other funds holding META

Other Bell & Brown Wealth Advisors, LLC positions

AVGO

BROADCOM INC

$20.3M
AVGO

BROADCOM INC

$19.8M
AVGO

BROADCOM INC

$19.8M
AAPL

APPLE INC

$19.6M
AVGO

BROADCOM INC

$19M
GOOGN

ALPHABET INC

$18.5M
AAPL

APPLE INC

$18M
GOOGN

ALPHABET INC

$17.2M