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Lakeshore Capital Group’s Meta Platforms (Facebook) META Stock Holding History

Lakeshore Capital Group’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
Q1 		$1.31M Buy
2,285
+14
+0.6% +$8.97K 1.07% 27
2025
Q4 		$1.5M Buy
2,271
+12
+0.5% +$8.01K 1.2% 26
2025
Q3 		$1.66M Buy
2,259
+20
+0.9% +$14.9K 1.34% 22
2025
Q2 		$1.65M Sell
2,239
-401
-15% -$248K 1.47% 20
2025
Q1 		$1.52M Buy
2,640
+34
+1% +$21.9K 1.47% 19
2024
Q4 		$1.53M Buy
+2,606
New +$1.53M 2.31% 11

Other funds holding META

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Lakeshore Capital Group's META Position: Q1 2026 in Review

Lakeshore Capital Group increased its Meta Platforms (Facebook) (META) stake by 0.62% in Q1 2026, buying an estimated $8.97K and bringing the position to 2,285 shares worth $1.31M. The position accounts for 1.07% of the portfolio, ranked #27.

Lakeshore Capital Group first reported a position in META in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.66M in Q3 2025. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Lakeshore Capital Group held 2,285 shares of Meta Platforms (Facebook) worth $1.31M as of Q1 2026.
  • Lakeshore Capital Group bought 14 Meta Platforms (Facebook) shares in Q1 2026, an estimated $8.97K.
  • Meta Platforms (Facebook) made up 1.07% of Lakeshore Capital Group's portfolio in Q1 2026, its #27 holding.
  • Lakeshore Capital Group first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 6 quarters since.
  • Lakeshore Capital Group's Meta Platforms (Facebook) position peaked at $1.66M in Q3 2025.
  • 5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Lakeshore Capital Group's 13F filing for Q1 2026, filed 22 Apr 2026.