JPLA
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Joseph P. Lucia & Associates’s Meta Platforms (Facebook) META Stock Holding History

Joseph P. Lucia & 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 		$2.5M Sell
4,433
-149
-3% -$91.1K 0.75% 40
2026
Q1 		$2.62M Sell
4,582
-41
-0.9% -$26.3K 0.94% 31
2025
Q4 		$3.05M Buy
4,623
+58
+1% +$38.7K 1.1% 26
2025
Q3 		$3.35M Sell
4,565
-30
-0.7% -$22.3K 1.26% 23
2025
Q2 		$3.39M Sell
4,595
-12
-0.3% -$7.42K 1.39% 22
2025
Q1 		$2.66M Sell
4,607
-130
-3% -$83.9K 1.21% 25
2024
Q4 		$2.77M Sell
4,737
-144
-3% -$84.5K 1.23% 26
2024
Q3 		$2.79M Sell
4,881
-64
-1% -$32.9K 1.29% 24
2024
Q2 		$2.49M Buy
4,945
+431
+10% +$210K 1.28% 22
2024
Q1 		$2.19M Buy
4,514
+18
+0.4% +$8.03K 1.17% 32
2023
Q4 		$1.59M Sell
4,496
-15
-0.3% -$4.88K 0.99% 34
2023
Q3 		$1.35M Sell
4,511
-20
-0.4% -$6.03K 0.95% 36
2023
Q2 		$1.3M Sell
4,531
-15
-0.3% -$3.7K 0.87% 36
2023
Q1 		$963K Buy
4,546
+115
+3% +$19.6K 0.67% 45
2022
Q4 		$533K Sell
4,431
-383
-8% -$45K 0.4% 60
2022
Q3 		$653K Buy
4,814
+493
+11% +$79.9K 0.51% 51
2022
Q2 		$697K Sell
4,321
-135
-3% -$26K 0.49% 52
2022
Q1 		$991K Buy
4,456
+1,790
+67% +$447K 0.6% 45
2021
Q4 		$897K Hold
2,666
– – 0.57% 49
2021
Q3 		$905K Hold
2,666
– – 0.54% 53
2021
Q2 		$927K Hold
2,666
– – 0.55% 55
2021
Q1 		$785K Buy
2,666
+481
+22% +$130K 0.35% 54
2020
Q4 		$597K Sell
2,185
-122
-5% -$33.4K 0.42% 62
2020
Q3 		$604K Buy
2,307
+186
+9% +$48K 0.56% 54
2020
Q2 		$482K Hold
2,121
– – 0.43% 57
2020
Q1 		$354K Sell
2,121
-85
-4% -$16.6K 0.39% 62
2019
Q4 		$453K Sell
2,206
-38
-2% -$7.36K 0.41% 62
2019
Q3 		$400K Sell
2,244
-50
-2% -$9.5K 0.41% 64
2019
Q2 		$443K Sell
2,294
-202,893
-99% -$37.1M 0.46% 61
2019
Q1 		$1.17K Buy
+205,187
New +$32.6M 0.09% 106

Other funds holding META

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Joseph P. Lucia & Associates's META Position: Q2 2026 in Review

Joseph P. Lucia & Associates reduced its Meta Platforms (Facebook) (META) stake by 3.3% in Q2 2026, selling an estimated $91.1K and leaving 4,433 shares worth $2.5M. The position accounts for 0.75% of the portfolio, ranked #40.

Joseph P. Lucia & Associates first reported a position in META in Q1 2019 and has held it in 30 quarters since. The position peaked at $3.39M in Q2 2025. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Joseph P. Lucia & Associates held 4,433 shares of Meta Platforms (Facebook) worth $2.5M as of Q2 2026.
  • Joseph P. Lucia & Associates sold 149 Meta Platforms (Facebook) shares in Q2 2026, an estimated $91.1K.
  • Meta Platforms (Facebook) made up 0.75% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #40 holding.
  • Joseph P. Lucia & Associates first reported a position in Meta Platforms (Facebook) in Q1 2019 and has held it in 30 quarters since.
  • Joseph P. Lucia & Associates's Meta Platforms (Facebook) position peaked at $3.39M in Q2 2025.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.