Lakeshore Financial Planning’s Meta Platforms (Facebook) META Stock Holding History

Lakeshore Financial Planning’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 Q3	$513K	Buy	708 +102	+17%	+$63.7K	0.16%	41
2026 Q2	$341K	Hold	606	–	–	0.11%	63
2026 Q1	$347K	Hold	606	–	–	0.13%	55
2025 Q4	$400K	Buy	606 +15	+3%	+$10K	0.14%	47
2025 Q3	$434K	Sell	591 -64	-10%	-$47.6K	0.16%	44
2025 Q2	$483K	Sell	655 -11	-2%	-$6.8K	0.19%	38
2025 Q1	$384K	Sell	666 -75	-10%	-$48.4K	0.16%	42
2024 Q4	$434K	Hold	741	–	–	0.19%	37
2024 Q3	$424K	Buy	741 +28	+4%	+$14.4K	0.19%	39
2024 Q2	$360K	Buy	713 +75	+12%	+$36.5K	0.18%	40
2024 Q1	$310K	Buy	638 +32	+5%	+$14.3K	0.16%	43
2023 Q4	$214K	Buy	+606	New	+$197K	0.12%	56

Other funds holding META

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Lakeshore Financial Planning's META Position: Q3 2026 in Review

Lakeshore Financial Planning increased its Meta Platforms (Facebook) (META) stake by 17% in Q3 2026, buying an estimated $63.7K and bringing the position to 708 shares worth $513K. The position accounts for 0.16% of the portfolio, ranked #41.

Lakeshore Financial Planning first reported a position in META in Q4 2023 and has held it in 12 quarters since. 3,328 funds tracked by Wall St. Rank hold META as of Q3 2026.

Lakeshore Financial Planning held 708 shares of Meta Platforms (Facebook) worth $513K as of Q3 2026.
Lakeshore Financial Planning bought 102 Meta Platforms (Facebook) shares in Q3 2026, an estimated $63.7K.
Meta Platforms (Facebook) made up 0.16% of Lakeshore Financial Planning's portfolio in Q3 2026, its #41 holding.
Lakeshore Financial Planning first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 12 quarters since.
3,328 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Lakeshore Financial Planning's 13F filing for Q3 2026, filed 13 Oct 2026.