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
Q2 		$266K Buy
473
+65
+16% +$39.7K 0.03% 132
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 $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 $3.38T AUM 44.17% 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

Kelman-Lazarov Inc's META Position: Q2 2026 in Review

Kelman-Lazarov Inc increased its Meta Platforms (Facebook) (META) stake by 16% in Q2 2026, buying an estimated $39.7K and bringing the position to 473 shares worth $266K. The position accounts for 0.03% of the portfolio, ranked #132.

Kelman-Lazarov Inc first reported a position in META in Q1 2016 and has held it in 8 quarters since. 5,088 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Kelman-Lazarov Inc held 473 shares of Meta Platforms (Facebook) worth $266K as of Q2 2026.
  • Kelman-Lazarov Inc bought 65 Meta Platforms (Facebook) shares in Q2 2026, an estimated $39.7K.
  • Meta Platforms (Facebook) made up 0.03% of Kelman-Lazarov Inc's portfolio in Q2 2026, its #132 holding.
  • Kelman-Lazarov Inc first reported a position in Meta Platforms (Facebook) in Q1 2016 and has held it in 8 quarters since.
  • 5,088 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2026, filed 10 Aug 2026.