LWM
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Laidlaw Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Laidlaw Wealth Management’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 		$1.35M Sell
2,399
-81
-3% -$49.5K 3.85% 6
2026
Q1 		$1.42M Sell
2,480
-14
-0.6% -$8.97K 4.92% 5
2025
Q4 		$1.65M Buy
2,494
+209
+9% +$140K 5.1% 5
2025
Q3 		$1.68M Sell
2,285
-100
-4% -$74.4K 4% 6
2025
Q2 		$1.76M Sell
2,385
-369
-13% -$228K 5.07% 4
2025
Q1 		$1.59M Sell
2,754
-1,759
-39% -$1.13M 4.68% 5
2024
Q4 		$2.64M Sell
4,513
-137
-3% -$80.4K 1.15% 19
2024
Q3 		$2.66M Buy
4,650
+547
+13% +$281K 1.32% 18
2024
Q2 		$2.07M Sell
4,103
-282
-6% -$137K 1.14% 23
2024
Q1 		$2.13M Sell
4,385
-4,156
-49% -$1.85M 1.19% 22
2023
Q4 		$3.02M Sell
8,541
-586
-6% -$191K 1.1% 20
2023
Q3 		$2.74M Sell
9,127
-3,749
-29% -$1.13M 0.91% 25
2023
Q2 		$3.7M Sell
12,876
-1,041
-7% -$257K 0.72% 32
2023
Q1 		$2.95M Buy
13,917
+921
+7% +$157K 0.6% 41
2022
Q4 		$1.56M Sell
12,996
-577
-4% -$67.8K 0.34% 85
2022
Q3 		$1.84M Sell
13,573
-1,030
-7% -$167K 0.43% 67
2022
Q2 		$2.35M Buy
14,603
+2,693
+23% +$520K 0.48% 61
2022
Q1 		$2.65M Sell
11,910
-345
-3% -$86.2K 0.44% 58
2021
Q4 		$4.12M Sell
12,255
-970
-7% -$322K 0.66% 32
2021
Q3 		$4.49M Buy
13,225
+1,131
+9% +$407K 1.15% 19
2021
Q2 		$4.21M Buy
12,094
+907
+8% +$291K 1.08% 22
2021
Q1 		$3.29M Sell
11,187
-1,336
-11% -$360K 1.13% 21
2020
Q4 		$3.42M Buy
12,523
+4,803
+62% +$1.32M 0.72% 30
2020
Q3 		$2.02M Buy
7,720
+344
+5% +$88.7K 0.9% 26
2020
Q2 		$1.68M Buy
7,376
+889
+14% +$186K 0.87% 33
2020
Q1 		$1.08M Buy
6,487
+283
+5% +$55.4K 0.71% 49
2019
Q4 		$1.27M Buy
+6,204
New +$1.2M 0.8% 41

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

Laidlaw Wealth Management's META Position: Q2 2026 in Review

Laidlaw Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 3.3% in Q2 2026, selling an estimated $49.5K and leaving 2,399 shares worth $1.35M. The position accounts for 3.85% of the portfolio, ranked #6.

Laidlaw Wealth Management first reported a position in META in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.49M in Q3 2021. 5,064 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Laidlaw Wealth Management held 2,399 shares of Meta Platforms (Facebook) worth $1.35M as of Q2 2026.
  • Laidlaw Wealth Management sold 81 Meta Platforms (Facebook) shares in Q2 2026, an estimated $49.5K.
  • Meta Platforms (Facebook) made up 3.85% of Laidlaw Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Laidlaw Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2019 and has held it in 27 quarters since.
  • Laidlaw Wealth Management's Meta Platforms (Facebook) position peaked at $4.49M in Q3 2021.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Laidlaw Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.