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

Legacy Financial Strategies’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 		$1.14M Sell
2,028
-274
-12% -$168K 0.18% 59
2026
Q1 		$1.32M Buy
2,302
+243
+12% +$156K 0.24% 52
2025
Q4 		$1.36M Sell
2,059
-54
-3% -$36.1K 0.24% 53
2025
Q3 		$1.55M Buy
2,113
+122
+6% +$90.8K 0.28% 51
2025
Q2 		$1.47M Sell
1,991
-12
-0.6% -$7.42K 0.29% 46
2025
Q1 		$1.15M Buy
2,003
+23
+1% +$14.8K 0.25% 49
2024
Q4 		$1.19M Buy
1,980
+85
+4% +$49.9K 0.26% 48
2024
Q3 		$1.09M Buy
1,895
+375
+25% +$193K 0.24% 48
2024
Q2 		$775K Buy
1,520
+159
+12% +$77.3K 0.19% 57
2024
Q1 		$661K Buy
1,361
+71
+6% +$31.7K 0.17% 54
2023
Q4 		$457K Buy
+1,290
New +$420K 0.13% 57

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 Strategies's META Position: Q2 2026 in Review

Legacy Financial Strategies reduced its Meta Platforms (Facebook) (META) stake by 12% in Q2 2026, selling an estimated $168K and leaving 2,028 shares worth $1.14M. The position accounts for 0.18% of the portfolio, ranked #59.

Legacy Financial Strategies first reported a position in META in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.55M in Q3 2025. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Legacy Financial Strategies held 2,028 shares of Meta Platforms (Facebook) worth $1.14M as of Q2 2026.
  • Legacy Financial Strategies sold 274 Meta Platforms (Facebook) shares in Q2 2026, an estimated $168K.
  • Meta Platforms (Facebook) made up 0.18% of Legacy Financial Strategies's portfolio in Q2 2026, its #59 holding.
  • Legacy Financial Strategies first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 11 quarters since.
  • Legacy Financial Strategies's Meta Platforms (Facebook) position peaked at $1.55M in Q3 2025.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.