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

Lantz Financial’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 		$1.05M Sell
1,872
-24
-1% -$14.7K 0.19% 120
2026
Q1 		$1.08M Buy
1,896
+37
+2% +$23.7K 0.22% 115
2025
Q4 		$1.23M Sell
1,859
-30
-2% -$20K 0.26% 101
2025
Q3 		$1.39M Buy
1,889
+36
+2% +$26.8K 0.31% 91
2025
Q2 		$1.37M Buy
1,853
+56
+3% +$34.6K 0.34% 83
2025
Q1 		$1.04M Buy
1,797
+138
+8% +$89K 0.28% 91
2024
Q4 		$971K Buy
1,659
+69
+4% +$40.5K 0.26% 92
2024
Q3 		$910K Buy
1,590
+189
+13% +$97.2K 0.25% 94
2024
Q2 		$706K Buy
1,401
+14
+1% +$6.8K 0.22% 103
2024
Q1 		$673K Sell
1,387
-4
-0.3% -$1.78K 0.22% 104
2023
Q4 		$492K Buy
1,391
+55
+4% +$17.9K 0.18% 116
2023
Q3 		$401K Buy
1,336
+18
+1% +$5.42K 0.16% 126
2023
Q2 		$378K Buy
1,318
+320
+32% +$79K 0.15% 127
2023
Q1 		$212K Buy
+998
New +$170K 0.09% 175
2022
Q4 		– Sell
-2,376
Closed -$322K – 188
2022
Q3 		$322K Sell
2,376
-81
-3% -$13.1K 0.17% 123
2022
Q2 		$396K Sell
2,457
-47
-2% -$9.07K 0.18% 110
2022
Q1 		$557K Buy
2,504
+26
+1% +$6.5K 0.23% 99
2021
Q4 		$833K Sell
2,478
-411
-14% -$136K 0.38% 67
2021
Q3 		$980K Buy
2,889
+867
+43% +$312K 0.5% 58
2021
Q2 		$703K Buy
2,022
+323
+19% +$104K 0.36% 73
2021
Q1 		$500K Sell
1,699
-399
-19% -$107K 0.28% 78
2020
Q4 		$573K Sell
2,098
-136
-6% -$37.3K 0.36% 68
2020
Q3 		$585K Buy
2,234
+4
+0.2% +$1.03K 0.39% 66
2020
Q2 		$506K Sell
2,230
-494
-18% -$103K 0.36% 67
2020
Q1 		$454K Buy
2,724
+52
+2% +$10.2K 0.36% 70
2019
Q4 		$548K Sell
2,672
-202
-7% -$39.1K 0.32% 74
2019
Q3 		$502K Buy
2,874
+137
+5% +$26K 0.34% 75
2019
Q2 		$534K Buy
2,737
+109
+4% +$19.9K 0.36% 72
2019
Q1 		$438K Buy
+2,628
New +$418K 0.32% 75

Other funds holding META

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Lantz Financial's META Position: Q2 2026 in Review

Lantz Financial reduced its Meta Platforms (Facebook) (META) stake by 1.3% in Q2 2026, selling an estimated $14.7K and leaving 1,872 shares worth $1.05M. The position accounts for 0.19% of the portfolio, ranked #120.

Lantz Financial first reported a position in META in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.39M in Q3 2025. 1,162 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Lantz Financial held 1,872 shares of Meta Platforms (Facebook) worth $1.05M as of Q2 2026.
  • Lantz Financial sold 24 Meta Platforms (Facebook) shares in Q2 2026, an estimated $14.7K.
  • Meta Platforms (Facebook) made up 0.19% of Lantz Financial's portfolio in Q2 2026, its #120 holding.
  • Lantz Financial first reported a position in Meta Platforms (Facebook) in Q1 2019 and has held it in 29 quarters since.
  • Lantz Financial's Meta Platforms (Facebook) position peaked at $1.39M in Q3 2025.
  • 1,162 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.