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 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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Lakeshore Financial Planning's META Position: Q2 2026 in Review

Lakeshore Financial Planning held its Meta Platforms (Facebook) (META) position steady in Q2 2026 at 606 shares worth $341K. The position accounts for 0.11% of the portfolio, ranked #63.

Lakeshore Financial Planning first reported a position in META in Q4 2023 and has held it in 11 quarters since. The position peaked at $483K in Q2 2025. 2,382 funds tracked by Wall St. Rank hold META as of Q2 2026.

Lakeshore Financial Planning held 606 shares of Meta Platforms (Facebook) worth $341K as of Q2 2026.
Lakeshore Financial Planning left its Meta Platforms (Facebook) share count unchanged in Q2 2026.
Meta Platforms (Facebook) made up 0.11% of Lakeshore Financial Planning's portfolio in Q2 2026, its #63 holding.
Lakeshore Financial Planning first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 11 quarters since.
Lakeshore Financial Planning's Meta Platforms (Facebook) position peaked at $483K in Q2 2025.
2,382 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Lakeshore Financial Planning's 13F filing for Q2 2026, filed 13 Jul 2026.