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Lake Street Private Wealth’s Meta Platforms (Facebook) META Stock Holding History

Lake Street Private Wealth’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 		$7.68M Sell
13,638
-160
-1% -$97.8K 0.88% 29
2026
Q1 		$7.89M Sell
13,798
-516
-4% -$331K 1.01% 27
2025
Q4 		$9.45M Buy
14,314
+210
+1% +$140K 1.16% 20
2025
Q3 		$10.4M Buy
14,104
+43
+0.3% +$32K 1.34% 11
2025
Q2 		$10.4M Buy
14,061
+128
+0.9% +$79.1K 1.48% 10
2025
Q1 		$8.03M Sell
13,933
-617
-4% -$398K 1.31% 13
2024
Q4 		$8.52M Sell
14,550
-935
-6% -$549K 1.36% 14
2024
Q3 		$8.86M Sell
15,485
-10,759
-41% -$5.54M 1.42% 11
2024
Q2 		$13.2M Buy
26,244
+2,075
+9% +$1.01M 1.71% 9
2024
Q1 		$11.7M Sell
24,169
-296
-1% -$132K 1.62% 10
2023
Q4 		$8.66M Buy
24,465
+4,635
+23% +$1.51M 1.36% 12
2023
Q3 		$6.03M Buy
19,830
+862
+5% +$260K 1.08% 17
2023
Q2 		$5.44M Sell
18,968
-142
-0.7% -$35K 0.96% 22
2023
Q1 		$4.05M Buy
19,110
+6,743
+55% +$1.15M 0.76% 31
2022
Q4 		$1.49M Sell
12,367
-7,213
-37% -$847K 0.31% 93
2022
Q3 		$2.66M Sell
19,580
-3,721
-16% -$603K 0.61% 43
2022
Q2 		$3.76M Buy
23,301
+2,300
+11% +$444K 0.79% 31
2022
Q1 		$4.67M Buy
21,001
+667
+3% +$167K 0.84% 26
2021
Q4 		$6.84M Buy
20,334
+736
+4% +$244K 1.2% 14
2021
Q3 		$6.65M Buy
19,598
+388
+2% +$140K 1.62% 11
2021
Q2 		$6.81M Sell
19,210
-261
-1% -$83.7K 1.73% 11
2021
Q1 		$5.74M Sell
19,471
-624
-3% -$168K 1.58% 10
2020
Q4 		$5.49M Sell
20,095
-309
-2% -$84.7K 1.59% 12
2020
Q3 		$5.34M Sell
20,404
-68
-0.3% -$17.5K 1.8% 10
2020
Q2 		$4.65M Buy
20,472
+3,351
+20% +$700K 1.72% 12
2020
Q1 		$2.86M Buy
17,121
+1,866
+12% +$365K 1.3% 19
2019
Q4 		$3.13M Buy
15,255
+1,394
+10% +$270K 1.2% 20
2019
Q3 		$2.47M Sell
13,861
-536
-4% -$102K 1.12% 27
2019
Q2 		$2.78M Buy
14,397
+757
+6% +$138K 1.64% 14
2019
Q1 		$2.27M Buy
+13,640
New +$2.17M 1.56% 20

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

Lake Street Private Wealth's META Position: Q2 2026 in Review

Lake Street Private Wealth reduced its Meta Platforms (Facebook) (META) stake by 1.2% in Q2 2026, selling an estimated $97.8K and leaving 13,638 shares worth $7.68M. The position accounts for 0.88% of the portfolio, ranked #29.

Lake Street Private Wealth first reported a position in META in Q1 2019 and has held it in 30 quarters since. The position peaked at $13.2M in Q2 2024. 5,055 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Lake Street Private Wealth held 13,638 shares of Meta Platforms (Facebook) worth $7.68M as of Q2 2026.
  • Lake Street Private Wealth sold 160 Meta Platforms (Facebook) shares in Q2 2026, an estimated $97.8K.
  • Meta Platforms (Facebook) made up 0.88% of Lake Street Private Wealth's portfolio in Q2 2026, its #29 holding.
  • Lake Street Private Wealth first reported a position in Meta Platforms (Facebook) in Q1 2019 and has held it in 30 quarters since.
  • Lake Street Private Wealth's Meta Platforms (Facebook) position peaked at $13.2M in Q2 2024.
  • 5,055 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.