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Legacy Financial Independent Advisors’s Meta Platforms (Facebook) META Stock Holding History

Legacy Financial Independent Advisors’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 		$224K Sell
397
-4,736
-92% -$2.9M 0.11% 109
2026
Q1 		$2.94M Buy
+5,133
New +$3.29M 1.53% 25

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 Independent Advisors's META Position: Q2 2026 in Review

Legacy Financial Independent Advisors reduced its Meta Platforms (Facebook) (META) stake by 92% in Q2 2026, selling an estimated $2.9M and leaving 397 shares worth $224K. The position accounts for 0.11% of the portfolio, ranked #109.

Legacy Financial Independent Advisors first reported a position in META in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.94M in Q1 2026. 5,034 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Legacy Financial Independent Advisors held 397 shares of Meta Platforms (Facebook) worth $224K as of Q2 2026.
  • Legacy Financial Independent Advisors sold 4,736 Meta Platforms (Facebook) shares in Q2 2026, an estimated $2.9M.
  • Meta Platforms (Facebook) made up 0.11% of Legacy Financial Independent Advisors's portfolio in Q2 2026, its #109 holding.
  • Legacy Financial Independent Advisors first reported a position in Meta Platforms (Facebook) in Q1 2026 and has held it in 2 quarters since.
  • Legacy Financial Independent Advisors's Meta Platforms (Facebook) position peaked at $2.94M in Q1 2026.
  • 5,034 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Legacy Financial Independent Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.