Legacy Financial Advisors’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 | $6.58M | Buy |
11,493
+506
| +5% | +$324K | 0.92% | 20 |
|
|
2025
Q4 | $7.25M | Sell |
10,987
-382
| -3% | -$255K | 1% | 19 |
|
|
2025
Q3 | $8.35M | Buy |
11,369
+123
| +1% | +$91.5K | 1.15% | 17 |
|
|
2025
Q2 | $8.3M | Sell |
11,246
-36
| -0.3% | -$22.2K | 1.3% | 17 |
|
|
2025
Q1 | $6.5M | Buy |
11,282
+412
| +4% | +$266K | 1.09% | 17 |
|
|
2024
Q4 | $6.36M | Sell |
10,870
-116
| -1% | -$68.1K | 1.05% | 19 |
|
|
2024
Q3 | $6.29M | Buy |
10,986
+377
| +4% | +$194K | 1.06% | 17 |
|
|
2024
Q2 | $5.35M | Buy |
10,609
+403
| +4% | +$196K | 0.95% | 19 |
|
|
2024
Q1 | $4.96M | Sell |
10,206
-512
| -5% | -$228K | 0.89% | 20 |
|
|
2023
Q4 | $3.79M | Buy |
10,718
+713
| +7% | +$232K | 0.73% | 20 |
|
|
2023
Q3 | $3M | Buy |
10,005
+1,023
| +11% | +$308K | 0.6% | 23 |
|
|
2023
Q2 | $2.58M | Buy |
8,982
+471
| +6% | +$116K | 0.48% | 25 |
|
|
2023
Q1 | $1.8M | Buy |
8,511
+487
| +6% | +$82.9K | 0.37% | 31 |
|
|
2022
Q4 | $966K | Buy |
8,024
+3,262
| +69% | +$383K | 0.21% | 59 |
|
|
2022
Q3 | $646K | Buy |
4,762
+593
| +14% | +$96.1K | 0.15% | 75 |
|
|
2022
Q2 | $672K | Buy |
4,169
+1,045
| +33% | +$202K | 0.17% | 64 |
|
|
2022
Q1 | $695K | Sell |
3,124
-1,435
| -31% | -$359K | 0.16% | 72 |
|
|
2021
Q4 | $1.53M | Buy |
4,559
+397
| +10% | +$132K | 0.35% | 30 |
|
|
2021
Q3 | $1.41M | Buy |
4,162
+670
| +19% | +$241K | 0.35% | 22 |
|
|
2021
Q2 | $1.21M | Buy |
3,492
+59
| +2% | +$18.9K | 0.31% | 27 |
|
|
2021
Q1 | $1.01M | Buy |
3,433
+221
| +7% | +$59.5K | 0.28% | 34 |
|
|
2020
Q4 | $877K | Buy |
3,212
+249
| +8% | +$68.3K | 0.25% | 36 |
|
|
2020
Q3 | $776K | Buy |
+2,963
| New | +$764K | 0.24% | 36 |
|
|
2020
Q1 | – | Sell |
-2,207
| Closed | -$453K | – | 100 |
|
|
2019
Q4 | $453K | Buy |
2,207
+76
| +4% | +$14.7K | 0.14% | 67 |
|
|
2019
Q3 | $379K | Buy |
2,131
+21
| +1% | +$3.99K | 0.13% | 77 |
|
|
2019
Q2 | $407K | Sell |
2,110
-152
| -7% | -$27.8K | 0.14% | 76 |
|
|
2019
Q1 | $377K | Buy |
2,262
+570
| +34% | +$90.6K | 0.13% | 75 |
|
|
2018
Q4 | $222K | Buy |
1,692
+187
| +12% | +$27.1K | 0.09% | 96 |
|
|
2018
Q3 | $247K | Sell |
1,505
-122
| -7% | -$22.1K | 0.09% | 93 |
|
|
2018
Q2 | $337K | Sell |
1,627
-136
| -8% | -$24.6K | 0.13% | 65 |
|
|
2018
Q1 | $290K | Sell |
1,763
-49
| -3% | -$8.8K | 0.12% | 82 |
|
|
2017
Q4 | $319K | Buy |
+1,812
| New | +$320K | 0.13% | 70 |
|
Other funds holding META
VCM
VPM
Legacy Financial Advisors's META Position: Q1 2026 in Review
Legacy Financial Advisors increased its Meta Platforms (Facebook) (META) stake by 4.6% in Q1 2026, buying an estimated $324K and bringing the position to 11,493 shares worth $6.58M. The position accounts for 0.92% of the portfolio, ranked #20.
Legacy Financial Advisors first reported a position in META in Q4 2017 and has held it in 32 quarters since. The position peaked at $8.35M in Q3 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.
- Legacy Financial Advisors held 11,493 shares of Meta Platforms (Facebook) worth $6.58M as of Q1 2026.
- Legacy Financial Advisors bought 506 Meta Platforms (Facebook) shares in Q1 2026, an estimated $324K.
- Meta Platforms (Facebook) made up 0.92% of Legacy Financial Advisors's portfolio in Q1 2026, its #20 holding.
- Legacy Financial Advisors first reported a position in Meta Platforms (Facebook) in Q4 2017 and has held it in 32 quarters since.
- Legacy Financial Advisors's Meta Platforms (Facebook) position peaked at $8.35M in Q3 2025.
- 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.
Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.