KLI
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Kelman-Lazarov Inc’s Meta Platforms (Facebook) META Stock Holding History

Kelman-Lazarov Inc’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 		$233K Buy
408
+69
+20% +$44.2K 0.03% 133
2025
Q4 		$224K Buy
339
+46
+16% +$30.7K 0.03% 129
2025
Q3 		$215K Buy
+293
New +$218K 0.03% 129
2017
Q1 		– Sell
-241
Closed -$27.7K – 189
2016
Q4 		$27.7K Sell
241
-400
-62% -$49.1K 0.02% 201
2016
Q3 		$82.2K Buy
641
+241
+60% +$29.9K 0.05% 151
2016
Q2 		$45.7K Hold
400
– – 0.03% 178
2016
Q1 		$46K Buy
+400
New +$42.2K 0.03% 190

Other funds holding META

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Kelman-Lazarov Inc's META Position: Q1 2026 in Review

Kelman-Lazarov Inc increased its Meta Platforms (Facebook) (META) stake by 20% in Q1 2026, buying an estimated $44.2K and bringing the position to 408 shares worth $233K. The position accounts for 0.03% of the portfolio, ranked #133.

Kelman-Lazarov Inc first reported a position in META in Q1 2016 and has held it in 7 quarters since. 5,068 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Kelman-Lazarov Inc held 408 shares of Meta Platforms (Facebook) worth $233K as of Q1 2026.
  • Kelman-Lazarov Inc bought 69 Meta Platforms (Facebook) shares in Q1 2026, an estimated $44.2K.
  • Meta Platforms (Facebook) made up 0.03% of Kelman-Lazarov Inc's portfolio in Q1 2026, its #133 holding.
  • Kelman-Lazarov Inc first reported a position in Meta Platforms (Facebook) in Q1 2016 and has held it in 7 quarters since.
  • 5,068 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2026, filed 27 Apr 2026.