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Legacy Wealth Asset Management’s Meta Platforms (Facebook) META Stock Holding History

Legacy Wealth Asset Management’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 		$324K Hold
575
– – 0.07% 311
2026
Q1 		$329K Hold
575
– – 0.08% 307
2025
Q4 		$380K Hold
575
– – 0.09% 293
2025
Q3 		$422K Hold
575
– – 0.1% 279
2025
Q2 		$424K Sell
575
-4
-0.7% -$2.47K 0.11% 269
2025
Q1 		$334K Buy
579
+3
+0.5% +$1.94K 0.09% 286
2024
Q4 		$337K Hold
576
– – 0.09% 291
2024
Q3 		$330K Sell
576
-1
-0.2% -$515 0.09% 292
2024
Q2 		$291K Sell
577
-1
-0.2% -$486 0.08% 299
2024
Q1 		$281K Hold
578
– – 0.08% 306
2023
Q4 		$205K Sell
578
-241
-29% -$78.5K 0.07% 328
2023
Q3 		$246K Hold
819
– – 0.09% 300
2023
Q2 		$235K Buy
+819
New +$202K 0.08% 320
2022
Q2 		– Sell
-4,958
Closed -$1.1M – 335
2022
Q1 		$1.1M Buy
4,958
+670
+16% +$167K 0.39% 78
2021
Q4 		$1.44M Buy
4,288
+429
+11% +$142K 0.49% 42
2021
Q3 		$1.31M Sell
3,859
-271
-7% -$97.6K 0.6% 24
2021
Q2 		$1.44M Sell
4,130
-2,013
-33% -$646K 0.64% 17
2021
Q1 		$1.81M Sell
6,143
-614
-9% -$165K 0.84% 13
2020
Q4 		$1.85M Buy
+6,757
New +$1.85M 0.93% 12

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 Wealth Asset Management's META Position: Q2 2026 in Review

Legacy Wealth Asset Management held its Meta Platforms (Facebook) (META) position steady in Q2 2026 at 575 shares worth $324K. The position accounts for 0.07% of the portfolio, ranked #311.

Legacy Wealth Asset Management first reported a position in META in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.85M in Q4 2020. 5,055 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Legacy Wealth Asset Management held 575 shares of Meta Platforms (Facebook) worth $324K as of Q2 2026.
  • Legacy Wealth Asset Management left its Meta Platforms (Facebook) share count unchanged in Q2 2026.
  • Meta Platforms (Facebook) made up 0.07% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #311 holding.
  • Legacy Wealth Asset Management first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 19 quarters since.
  • Legacy Wealth Asset Management's Meta Platforms (Facebook) position peaked at $1.85M in Q4 2020.
  • 5,055 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.