LWM
META icon

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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return