LPT
META icon

Legacy Private Trust’s Meta Platforms (Facebook) META Stock Holding History

Legacy Private Trust’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 		$12.2M Buy
21,744
+194
+0.9% +$119K 0.68% 24
2026
Q1 		$12.3M Sell
21,550
-1,026
-5% -$658K 0.76% 23
2025
Q4 		$14.9M Buy
22,576
+1,064
+5% +$711K 0.87% 21
2025
Q3 		$15.8M Sell
21,512
-25
-0.1% -$18.6K 0.94% 22
2025
Q2 		$15.9M Buy
21,537
+979
+5% +$605K 1.03% 21
2025
Q1 		$11.8M Sell
20,558
-2,294
-10% -$1.48M 0.81% 24
2024
Q4 		$13.4M Buy
22,852
+1,168
+5% +$686K 0.88% 25
2024
Q3 		$12.4M Buy
21,684
+253
+1% +$130K 0.83% 28
2024
Q2 		$10.8M Buy
21,431
+505
+2% +$245K 0.77% 28
2024
Q1 		$10.2M Sell
20,926
-2,130
-9% -$950K 0.74% 31
2023
Q4 		$8.16M Buy
23,056
+333
+1% +$108K 0.65% 38
2023
Q3 		$6.82M Sell
22,723
-149
-0.7% -$44.9K 0.59% 40
2023
Q2 		$6.56M Sell
22,872
-889
-4% -$219K 0.54% 48
2023
Q1 		$5.04M Sell
23,761
-1,425
-6% -$243K 0.43% 66
2022
Q4 		$3.03M Sell
25,186
-3,065
-11% -$360K 0.27% 85
2022
Q3 		$3.83M Sell
28,251
-7,320
-21% -$1.19M 0.36% 74
2022
Q2 		$5.74M Buy
35,571
+2,656
+8% +$512K 0.51% 55
2022
Q1 		$7.32M Buy
32,915
+3,526
+12% +$881K 0.57% 41
2021
Q4 		$9.88M Buy
29,389
+32
+0.1% +$10.6K 0.74% 31
2021
Q3 		$9.96M Buy
29,357
+1,760
+6% +$634K 0.81% 32
2021
Q2 		$9.6M Buy
27,597
+1,027
+4% +$329K 0.81% 32
2021
Q1 		$7.83M Buy
26,570
+295
+1% +$79.4K 0.71% 36
2020
Q4 		$7.18M Sell
26,275
-287
-1% -$78.7K 0.68% 41
2020
Q3 		$6.96M Buy
26,562
+952
+4% +$246K 0.72% 39
2020
Q2 		$5.82M Buy
25,610
+3,888
+18% +$812K 0.64% 44
2020
Q1 		$3.62M Buy
21,722
+4,963
+30% +$972K 0.47% 62
2019
Q4 		$3.44M Buy
16,759
+3,310
+25% +$641K 0.36% 76
2019
Q3 		$2.4M Buy
13,449
+6,646
+98% +$1.26M 0.27% 87
2019
Q2 		$1.31M Buy
+6,803
New +$1.24M 0.15% 120

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 Private Trust's META Position: Q2 2026 in Review

Legacy Private Trust increased its Meta Platforms (Facebook) (META) stake by 0.9% in Q2 2026, buying an estimated $119K and bringing the position to 21,744 shares worth $12.2M. The position accounts for 0.68% of the portfolio, ranked #24.

Legacy Private Trust first reported a position in META in Q2 2019 and has held it in 29 quarters since. The position peaked at $15.9M in Q2 2025. 5,055 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Legacy Private Trust held 21,744 shares of Meta Platforms (Facebook) worth $12.2M as of Q2 2026.
  • Legacy Private Trust bought 194 Meta Platforms (Facebook) shares in Q2 2026, an estimated $119K.
  • Meta Platforms (Facebook) made up 0.68% of Legacy Private Trust's portfolio in Q2 2026, its #24 holding.
  • Legacy Private Trust first reported a position in Meta Platforms (Facebook) in Q2 2019 and has held it in 29 quarters since.
  • Legacy Private Trust's Meta Platforms (Facebook) position peaked at $15.9M in Q2 2025.
  • 5,055 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

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