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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
Q3 		$16.9M Buy
23,364
+1,620
+7% +$1.01M 0.93% 22
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

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Legacy Private Trust's META Position: Q3 2026 in Review

Legacy Private Trust increased its Meta Platforms (Facebook) (META) stake by 7.5% in Q3 2026, buying an estimated $1.01M and bringing the position to 23,364 shares worth $16.9M. The position accounts for 0.93% of the portfolio, ranked #22.

Legacy Private Trust first reported a position in META in Q2 2019 and has held it in 30 quarters since. 267 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Legacy Private Trust held 23,364 shares of Meta Platforms (Facebook) worth $16.9M as of Q3 2026.
  • Legacy Private Trust bought 1,620 Meta Platforms (Facebook) shares in Q3 2026, an estimated $1.01M.
  • Meta Platforms (Facebook) made up 0.93% of Legacy Private Trust's portfolio in Q3 2026, its #22 holding.
  • Legacy Private Trust first reported a position in Meta Platforms (Facebook) in Q2 2019 and has held it in 30 quarters since.
  • 267 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.