Lee Financial’s Meta Platforms (Facebook) META Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $828K | Sell |
1,447
-36
| -2% | -$23.1K | 0.12% | 82 |
|
|
2025
Q4 | $979K | Sell |
1,483
-611
| -29% | -$408K | 0.13% | 80 |
|
|
2025
Q3 | $1.54M | Buy |
2,094
+644
| +44% | +$479K | 0.19% | 64 |
|
|
2025
Q2 | $1.07M | Sell |
1,450
-21
| -1% | -$13K | 0.15% | 72 |
|
|
2025
Q1 | $848K | Sell |
1,471
-524
| -26% | -$338K | 0.13% | 78 |
|
|
2024
Q4 | $1.17M | Buy |
1,995
+55
| +3% | +$32.3K | 0.16% | 69 |
|
|
2024
Q3 | $1.11M | Buy |
1,940
+490
| +34% | +$252K | 0.16% | 74 |
|
|
2024
Q2 | $731K | Buy |
1,450
+12
| +0.8% | +$5.83K | 0.12% | 88 |
|
|
2024
Q1 | $698K | Buy |
1,438
+25
| +2% | +$11.2K | 0.12% | 86 |
|
|
2023
Q4 | $500K | Buy |
1,413
+87
| +7% | +$28.3K | 0.09% | 94 |
|
|
2023
Q3 | $398K | Buy |
1,326
+76
| +6% | +$22.9K | 0.07% | 101 |
|
|
2023
Q2 | $359K | Buy |
1,250
+12
| +1% | +$2.96K | 0.06% | 102 |
|
|
2023
Q1 | $262K | Sell |
1,238
-92
| -7% | -$15.7K | 0.05% | 115 |
|
|
2022
Q4 | $160K | Sell |
1,330
-13
| -1% | -$1.53K | 0.03% | 161 |
|
|
2022
Q3 | $182K | Sell |
1,343
-4
| -0.3% | -$648 | 0.03% | 151 |
|
|
2022
Q2 | $218K | Buy |
1,347
+136
| +11% | +$26.2K | 0.04% | 139 |
|
|
2022
Q1 | $269K | Sell |
1,211
-194
| -14% | -$48.5K | 0.05% | 129 |
|
|
2021
Q4 | $473K | Buy |
1,405
+42
| +3% | +$13.9K | 0.09% | 101 |
|
|
2021
Q3 | $463K | Buy |
1,363
+106
| +8% | +$38.2K | 0.1% | 97 |
|
|
2021
Q2 | $437K | Buy |
1,257
+46
| +4% | +$14.8K | 0.09% | 99 |
|
|
2021
Q1 | $357K | Hold |
1,211
| – | – | 0.08% | 104 |
|
|
2020
Q4 | $331K | Hold |
1,211
| – | – | 0.09% | 100 |
|
|
2020
Q3 | $317K | Sell |
1,211
-1,300
| -52% | -$335K | 0.09% | 97 |
|
|
2020
Q2 | $570K | Hold |
2,511
| – | – | 0.16% | 77 |
|
|
2020
Q1 | $419K | Hold |
2,511
| – | – | 0.14% | 74 |
|
|
2019
Q4 | $515K | Hold |
2,511
| – | – | 0.11% | 88 |
|
|
2019
Q3 | $447K | Hold |
2,511
| – | – | 0.1% | 90 |
|
|
2019
Q2 | $485K | Hold |
2,511
| – | – | 0.11% | 86 |
|
|
2019
Q1 | $419K | Buy |
2,511
+61
| +2% | +$9.7K | 0.1% | 88 |
|
|
2018
Q4 | $321K | Sell |
2,450
-332
| -12% | -$48.1K | 0.09% | 89 |
|
|
2018
Q3 | $458K | Sell |
2,782
-787
| -22% | -$142K | 0.11% | 84 |
|
|
2018
Q2 | $693K | Sell |
3,569
-1,993
| -36% | -$360K | 0.16% | 72 |
|
|
2018
Q1 | $888K | Buy |
5,562
+1,112
| +25% | +$200K | 0.23% | 65 |
|
|
2017
Q4 | $785K | Sell |
4,450
-105
| -2% | -$18.6K | 0.23% | 65 |
|
|
2017
Q3 | $778K | Buy |
4,555
+105
| +2% | +$17.5K | 0.25% | 69 |
|
|
2017
Q2 | $672K | Buy |
4,450
+1,000
| +29% | +$149K | 0.25% | 77 |
|
|
2017
Q1 | $490K | Hold |
3,450
| – | – | 0.2% | 84 |
|
|
2016
Q4 | $397K | Buy |
+3,450
| New | +$424K | 0.22% | 76 |
|
Other funds holding META
VCM
VPM
Lee Financial's META Position: Q1 2026 in Review
Lee Financial reduced its Meta Platforms (Facebook) (META) stake by 2.4% in Q1 2026, selling an estimated $23.1K and leaving 1,447 shares worth $828K. The position accounts for 0.12% of the portfolio, ranked #82.
Lee Financial first reported a position in META in Q4 2016 and has held it in 38 quarters since. The position peaked at $1.54M in Q3 2025. 5,065 funds tracked by Wall St. Rank hold META as of Q1 2026.
- Lee Financial held 1,447 shares of Meta Platforms (Facebook) worth $828K as of Q1 2026.
- Lee Financial sold 36 Meta Platforms (Facebook) shares in Q1 2026, an estimated $23.1K.
- Meta Platforms (Facebook) made up 0.12% of Lee Financial's portfolio in Q1 2026, its #82 holding.
- Lee Financial first reported a position in Meta Platforms (Facebook) in Q4 2016 and has held it in 38 quarters since.
- Lee Financial's Meta Platforms (Facebook) position peaked at $1.54M in Q3 2025.
- 5,065 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.
Based on Lee Financial's 13F filing for Q1 2026, filed 13 Apr 2026.