J. Derek Lewis & Associates
META icon

J. Derek Lewis & Associates’s Meta Platforms (Facebook) META Stock Holding History

J. Derek Lewis & 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 		$1.42M Buy
1,921
+159
+9% +$99.2K 0.26% 51
2026
Q2 		$993K Sell
1,762
-188
-10% -$115K 0.19% 77
2026
Q1 		$1.12M Sell
1,950
-334
-15% -$214K 0.25% 55
2025
Q4 		$1.51M Buy
+2,284
New +$1.53M 0.35% 39

Other funds holding META

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
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

J. Derek Lewis & Associates's META Position: Q3 2026 in Review

J. Derek Lewis & Associates increased its Meta Platforms (Facebook) (META) stake by 9% in Q3 2026, buying an estimated $99.2K and bringing the position to 1,921 shares worth $1.42M. The position accounts for 0.26% of the portfolio, ranked #51.

J. Derek Lewis & Associates first reported a position in META in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.51M in Q4 2025. 3,124 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • J. Derek Lewis & Associates held 1,921 shares of Meta Platforms (Facebook) worth $1.42M as of Q3 2026.
  • J. Derek Lewis & Associates bought 159 Meta Platforms (Facebook) shares in Q3 2026, an estimated $99.2K.
  • Meta Platforms (Facebook) made up 0.26% of J. Derek Lewis & Associates's portfolio in Q3 2026, its #51 holding.
  • J. Derek Lewis & Associates first reported a position in Meta Platforms (Facebook) in Q4 2025 and has held it in 4 quarters since.
  • J. Derek Lewis & Associates's Meta Platforms (Facebook) position peaked at $1.51M in Q4 2025.
  • 3,124 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q3 2026, filed 3 Nov 2026.