Alan B. Lancz & Associates
META icon

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
Q3 		$961K Hold
1,325
– – 1.1% 20
2026
Q2 		$746K Hold
1,325
– – 0.65% 37
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Alan B. Lancz & Associates's META Position: Q3 2026 in Review

Alan B. Lancz & Associates held its Meta Platforms (Facebook) (META) position steady in Q3 2026 at 1,325 shares worth $961K. The position accounts for 1.1% of the portfolio, ranked #20.

Alan B. Lancz & Associates first reported a position in META in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.25M in Q2 2025. 3,565 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Alan B. Lancz & Associates held 1,325 shares of Meta Platforms (Facebook) worth $961K as of Q3 2026.
  • Alan B. Lancz & Associates left its Meta Platforms (Facebook) share count unchanged in Q3 2026.
  • Meta Platforms (Facebook) made up 1.1% of Alan B. Lancz & Associates's portfolio in Q3 2026, its #20 holding.
  • Alan B. Lancz & Associates first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 19 quarters since.
  • Alan B. Lancz & Associates's Meta Platforms (Facebook) position peaked at $1.25M in Q2 2025.
  • 3,565 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Alan B. Lancz & Associates's 13F filing for Q3 2026, filed 10 Nov 2026.