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Legacy Capital Wealth Partners’s Meta Platforms (Facebook) META Stock Holding History

Legacy Capital Wealth Partners’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 		$3.49M Sell
6,187
-26
-0.4% -$15.9K 0.67% 24
2026
Q1 		$3.55M Buy
6,213
+2,020
+48% +$1.29M 0.73% 23
2025
Q4 		$2.77M Buy
4,193
+182
+5% +$122K 0.59% 28
2025
Q3 		$2.95M Buy
4,011
+124
+3% +$92.3K 0.64% 26
2025
Q2 		$2.87M Buy
3,887
+85
+2% +$52.5K 0.65% 24
2025
Q1 		$2.19M Sell
3,802
-30
-0.8% -$19.4K 0.54% 25
2024
Q4 		$2.24M Sell
3,832
-2,578
-40% -$1.51M 0.56% 24
2024
Q3 		$3.67M Buy
6,410
+3,027
+89% +$1.56M 0.73% 23
2024
Q2 		$1.71M Buy
+3,383
New +$1.64M 0.43% 43
2024
Q1 		– Sell
-3,279
Closed -$1.16M – 252
2023
Q4 		$1.16M Buy
3,279
+187
+6% +$60.9K 0.33% 66
2023
Q3 		$928K Buy
+3,092
New +$932K 0.25% 79
2023
Q2 		– Sell
-3,434
Closed -$728K – 156
2023
Q1 		$728K Buy
+3,434
New +$585K 0.2% 103
2021
Q2 		– Sell
-864
Closed -$254K – 58
2021
Q1 		$254K Buy
864
+71
+9% +$19.1K 0.11% 69
2020
Q4 		$229K Buy
+793
New +$217K 0.1% 73

Other funds holding META

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Legacy Capital Wealth Partners's META Position: Q2 2026 in Review

Legacy Capital Wealth Partners reduced its Meta Platforms (Facebook) (META) stake by 0.42% in Q2 2026, selling an estimated $15.9K and leaving 6,187 shares worth $3.49M. The position accounts for 0.67% of the portfolio, ranked #24.

Legacy Capital Wealth Partners first reported a position in META in Q4 2020 and has held it in 14 quarters since. The position peaked at $3.67M in Q3 2024. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Legacy Capital Wealth Partners held 6,187 shares of Meta Platforms (Facebook) worth $3.49M as of Q2 2026.
  • Legacy Capital Wealth Partners sold 26 Meta Platforms (Facebook) shares in Q2 2026, an estimated $15.9K.
  • Meta Platforms (Facebook) made up 0.67% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #24 holding.
  • Legacy Capital Wealth Partners first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 14 quarters since.
  • Legacy Capital Wealth Partners's Meta Platforms (Facebook) position peaked at $3.67M in Q3 2024.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.