Legacy Financial Group (Iowa)
META icon

Legacy Financial Group (Iowa)’s Meta Platforms (Facebook) META Stock Holding History

Legacy Financial Group (Iowa)’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 		$236K Hold
418
– – 0.03% 120
2026
Q1 		$239K Buy
418
+10
+2% +$6.41K 0.03% 108
2025
Q4 		$273K Buy
408
+15
+4% +$10K 0.03% 105
2025
Q3 		$288K Buy
393
+1
+0.3% +$744 0.04% 99
2025
Q2 		$290K Hold
392
– – 0.04% 97
2025
Q1 		$226K Hold
392
– – 0.03% 103
2024
Q4 		$229K Buy
+392
New +$230K 0.04% 102
2024
Q3 		– Sell
-457
Closed -$231K – 83
2024
Q2 		$231K Buy
457
+3
+0.7% +$1.46K 0.05% 98
2024
Q1 		$221K Buy
+454
New +$203K 0.04% 97
2023
Q4 		– Sell
-454
Closed -$136K – 317
2023
Q3 		$136K Buy
+454
New +$137K 0.03% 107

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 Financial Group (Iowa)'s META Position: Q2 2026 in Review

Legacy Financial Group (Iowa) held its Meta Platforms (Facebook) (META) position steady in Q2 2026 at 418 shares worth $236K. The position accounts for 0.03% of the portfolio, ranked #120.

Legacy Financial Group (Iowa) first reported a position in META in Q3 2023 and has held it in 10 quarters since. The position peaked at $290K in Q2 2025. 5,037 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Legacy Financial Group (Iowa) held 418 shares of Meta Platforms (Facebook) worth $236K as of Q2 2026.
  • Legacy Financial Group (Iowa) left its Meta Platforms (Facebook) share count unchanged in Q2 2026.
  • Meta Platforms (Facebook) made up 0.03% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #120 holding.
  • Legacy Financial Group (Iowa) first reported a position in Meta Platforms (Facebook) in Q3 2023 and has held it in 10 quarters since.
  • Legacy Financial Group (Iowa)'s Meta Platforms (Facebook) position peaked at $290K in Q2 2025.
  • 5,037 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.