LGA
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Lebenthal Global Advisors’s Meta Platforms (Facebook) META Stock Holding History

Lebenthal Global Advisors’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 		$4.44M Buy
7,762
+527
+7% +$338K 0.65% 31
2025
Q4 		$4.78M Buy
7,235
+338
+5% +$226K 0.74% 26
2025
Q3 		$5.07M Sell
6,897
-143
-2% -$106K 0.89% 22
2025
Q2 		$5.2M Buy
7,040
+687
+11% +$425K 0.97% 20
2025
Q1 		$3.66M Sell
6,353
-1,237
-16% -$798K 0.69% 23
2024
Q4 		$4.44M Buy
7,590
+230
+3% +$135K 0.81% 23
2024
Q3 		$4.21M Buy
7,360
+1,937
+36% +$997K 0.86% 22
2024
Q2 		$2.73M Buy
5,423
+160
+3% +$77.8K 0.6% 21
2024
Q1 		$2.56M Buy
5,263
+989
+23% +$441K 0.57% 24
2023
Q4 		$1.51M Buy
4,274
+1,982
+86% +$645K 0.35% 33
2023
Q3 		$688K Buy
2,292
+1,374
+150% +$414K 0.21% 60
2023
Q2 		$263K Buy
+918
New +$227K 0.08% 105
2023
Q1 		– Sell
-2,992
Closed -$360K – 127
2022
Q4 		$360K Buy
2,992
+1,140
+62% +$134K 0.12% 97
2022
Q3 		$251K Sell
1,852
-10
-0.5% -$1.62K 0.12% 101
2022
Q2 		$300K Buy
1,862
+768
+70% +$148K 0.15% 101
2022
Q1 		$243K Buy
1,094
+419
+62% +$105K 0.1% 130
2021
Q4 		$227K Sell
675
-410
-38% -$136K 0.09% 149
2021
Q3 		$368K Buy
1,085
+2
+0.2% +$720 0.23% 83
2021
Q2 		$376K Hold
1,083
– – 0.2% 99
2021
Q1 		$318K Buy
1,083
+107
+11% +$28.8K 0.2% 89
2020
Q4 		$266K Buy
+976
New +$268K 0.19% 75

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

Lebenthal Global Advisors's META Position: Q1 2026 in Review

Lebenthal Global Advisors increased its Meta Platforms (Facebook) (META) stake by 7.3% in Q1 2026, buying an estimated $338K and bringing the position to 7,762 shares worth $4.44M. The position accounts for 0.65% of the portfolio, ranked #31.

Lebenthal Global Advisors first reported a position in META in Q4 2020 and has held it in 21 quarters since. The position peaked at $5.2M in Q2 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Lebenthal Global Advisors held 7,762 shares of Meta Platforms (Facebook) worth $4.44M as of Q1 2026.
  • Lebenthal Global Advisors bought 527 Meta Platforms (Facebook) shares in Q1 2026, an estimated $338K.
  • Meta Platforms (Facebook) made up 0.65% of Lebenthal Global Advisors's portfolio in Q1 2026, its #31 holding.
  • Lebenthal Global Advisors first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 21 quarters since.
  • Lebenthal Global Advisors's Meta Platforms (Facebook) position peaked at $5.2M in Q2 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Lebenthal Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.