LBWM
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Left Brain Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Left Brain Wealth Management’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 		$11.5M Sell
20,078
-1,817
-8% -$1.16M 4.51% 3
2025
Q4 		$14.5M Sell
21,895
-1,770
-7% -$1.18M 5% 3
2025
Q3 		$17.4M Buy
23,665
+428
+2% +$319K 5.45% 2
2025
Q2 		$17.2M Buy
23,237
+480
+2% +$297K 6.04% 2
2025
Q1 		$13.1M Sell
22,757
-1,073
-5% -$692K 5.72% 2
2024
Q4 		$14M Buy
23,830
+729
+3% +$428K 5.27% 2
2024
Q3 		$13.2M Buy
23,101
+151
+0.7% +$77.7K 6.15% 2
2024
Q2 		$11.6M Sell
22,950
-393
-2% -$191K 5.4% 3
2024
Q1 		$11.3M Sell
23,343
-27
-0.1% -$12K 5.49% 3
2023
Q4 		$8.27M Buy
23,370
+39
+0.2% +$12.7K 4.78% 3
2023
Q3 		$7M Sell
23,331
-193
-0.8% -$58.2K 4.36% 4
2023
Q2 		$6.75M Buy
23,524
+2,127
+10% +$525K 4.12% 5
2023
Q1 		$5.14M Buy
+21,397
New +$3.64M 3.5% 6

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

Left Brain Wealth Management's META Position: Q1 2026 in Review

Left Brain Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 8.3% in Q1 2026, selling an estimated $1.16M and leaving 20,078 shares worth $11.5M. The position accounts for 4.51% of the portfolio, ranked #3.

Left Brain Wealth Management first reported a position in META in Q1 2023 and has held it in 13 quarters since. The position peaked at $17.4M in Q3 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Left Brain Wealth Management held 20,078 shares of Meta Platforms (Facebook) worth $11.5M as of Q1 2026.
  • Left Brain Wealth Management sold 1,817 Meta Platforms (Facebook) shares in Q1 2026, an estimated $1.16M.
  • Meta Platforms (Facebook) made up 4.51% of Left Brain Wealth Management's portfolio in Q1 2026, its #3 holding.
  • Left Brain Wealth Management first reported a position in Meta Platforms (Facebook) in Q1 2023 and has held it in 13 quarters since.
  • Left Brain Wealth Management's Meta Platforms (Facebook) position peaked at $17.4M in Q3 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Left Brain Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.