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

Lakeridge 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	$663K	Sell	1,177 -51	-4%	-$31.2K	0.24%	82
2026 Q1	$703K	Buy	1,228 +92	+8%	+$59K	0.3%	68
2025 Q4	$750K	Buy	1,136 +255	+29%	+$170K	0.34%	56
2025 Q3	$647K	Sell	881 -44	-5%	-$32.7K	0.29%	66
2025 Q2	$683K	Buy	925 +36	+4%	+$22.2K	0.31%	59
2025 Q1	$512K	Buy	889 +314	+55%	+$203K	0.26%	81
2024 Q4	$337K	Buy	575 +25	+5%	+$14.7K	0.17%	107
2024 Q3	$315K	Sell	550 -6	-1%	-$3.09K	0.17%	108
2024 Q2	$280K	Sell	556 -1	-0.2%	-$486	0.17%	115
2024 Q1	$271K	Buy	+557	New	+$248K	0.18%	105

Other funds holding META

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Lakeridge Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 4.2% in Q2 2026, selling an estimated $31.2K and leaving 1,177 shares worth $663K. The position accounts for 0.24% of the portfolio, ranked #82.

Lakeridge Wealth Management first reported a position in META in Q1 2024 and has held it in 10 quarters since. The position peaked at $750K in Q4 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

Lakeridge Wealth Management held 1,177 shares of Meta Platforms (Facebook) worth $663K as of Q2 2026.
Lakeridge Wealth Management sold 51 Meta Platforms (Facebook) shares in Q2 2026, an estimated $31.2K.
Meta Platforms (Facebook) made up 0.24% of Lakeridge Wealth Management's portfolio in Q2 2026, its #82 holding.
Lakeridge Wealth Management first reported a position in Meta Platforms (Facebook) in Q1 2024 and has held it in 10 quarters since.
Lakeridge Wealth Management's Meta Platforms (Facebook) position peaked at $750K in Q4 2025.
5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.