Alan B. Lancz & Associates’s Meta Platforms (Facebook) META Stock Holding History

Alan B. Lancz & Associates’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	$758K	Buy	1,325 +50	+4%	+$32K	0.74%	34
2025 Q4	$842K	Hold	1,275	–	–	0.74%	32
2025 Q3	$936K	Sell	1,275 -420	-25%	-$313K	0.85%	30
2025 Q2	$1.25M	Buy	1,695 +245	+17%	+$151K	1.25%	16
2025 Q1	$836K	Buy	1,450 +225	+18%	+$145K	0.89%	27
2024 Q4	$717K	Sell	1,225 -700	-36%	-$411K	0.73%	30
2024 Q3	$1.1M	Buy	1,925 +150	+8%	+$77.2K	1.01%	23
2024 Q2	$895K	Buy	+1,775	New	+$863K	0.88%	27
2023 Q4	$837K	Sell	2,365 -50	-2%	-$16.3K	0.88%	27
2023 Q3	$725K	Hold	2,415	–	–	0.82%	29
2023 Q2	$693K	Hold	2,415	–	–	0.74%	30
2023 Q1	$512K	Hold	2,415	–	–	0.53%	53
2022 Q4	$331K	Hold	2,415	–	–	0.33%	92
2022 Q3	$328K	Hold	2,415	–	–	0.39%	80
2022 Q2	$384K	Hold	2,415	–	–	0.38%	77
2022 Q1	$537K	Buy	2,415 +600	+33%	+$150K	0.47%	65
2021 Q4	$610K	Buy	+1,815	New	+$603K	0.53%	53

Other funds holding META

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Alan B. Lancz & Associates's META Position: Q1 2026 in Review

Alan B. Lancz & Associates increased its Meta Platforms (Facebook) (META) stake by 3.9% in Q1 2026, buying an estimated $32K and bringing the position to 1,325 shares worth $758K. The position accounts for 0.74% of the portfolio, ranked #34.

Alan B. Lancz & Associates first reported a position in META in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.25M in Q2 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

Alan B. Lancz & Associates held 1,325 shares of Meta Platforms (Facebook) worth $758K as of Q1 2026.
Alan B. Lancz & Associates bought 50 Meta Platforms (Facebook) shares in Q1 2026, an estimated $32K.
Meta Platforms (Facebook) made up 0.74% of Alan B. Lancz & Associates's portfolio in Q1 2026, its #34 holding.
Alan B. Lancz & Associates first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 17 quarters since.
Alan B. Lancz & Associates's Meta Platforms (Facebook) position peaked at $1.25M in Q2 2025.
5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Alan B. Lancz & Associates's 13F filing for Q1 2026, filed 5 May 2026.