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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

J. Derek Lewis & Associates's META Position: Q2 2026 in Review

J. Derek Lewis & Associates reduced its Meta Platforms (Facebook) (META) stake by 9.6% in Q2 2026, selling an estimated $115K and leaving 1,762 shares worth $993K. The position accounts for 0.19% of the portfolio, ranked #77.

J. Derek Lewis & Associates first reported a position in META in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.51M in Q4 2025. 3,254 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • J. Derek Lewis & Associates held 1,762 shares of Meta Platforms (Facebook) worth $993K as of Q2 2026.
  • J. Derek Lewis & Associates sold 188 Meta Platforms (Facebook) shares in Q2 2026, an estimated $115K.
  • Meta Platforms (Facebook) made up 0.19% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #77 holding.
  • J. Derek Lewis & Associates first reported a position in Meta Platforms (Facebook) in Q4 2025 and has held it in 3 quarters since.
  • J. Derek Lewis & Associates's Meta Platforms (Facebook) position peaked at $1.51M in Q4 2025.
  • 3,254 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.