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

Legacy Wealth Management (Mississippi)’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	$3.1M	Buy	5,496 +430	+8%	+$263K	0.79%	24
2026 Q1	$2.9M	Buy	5,066 +707	+16%	+$453K	0.83%	26
2025 Q4	$2.88M	Buy	4,359 +178	+4%	+$119K	0.77%	29
2025 Q3	$3.07M	Sell	4,181 -58	-1%	-$43.2K	0.92%	25
2025 Q2	$3.13M	Sell	4,239 -862	-17%	-$533K	0.95%	28
2025 Q1	$2.94M	Buy	+5,101	New	+$3.29M	0.96%	29
2024 Q4	–	Sell	-756	Closed	-$433K	–	98
2024 Q3	$433K	Buy	+756	New	+$389K	0.16%	77
2022 Q1	–	Sell	-714	Closed	-$240K	–	100
2021 Q4	$240K	Sell	714 -25	-3%	-$8.3K	0.12%	98
2021 Q3	$251K	Hold	739	–	–	0.13%	97
2021 Q2	$257K	Hold	739	–	–	0.14%	95
2021 Q1	$218K	Hold	739	–	–	0.13%	94
2020 Q4	$202K	Buy	+739	New	+$203K	0.13%	93

Other funds holding META

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s META Position: Q2 2026 in Review

Legacy Wealth Management (Mississippi) increased its Meta Platforms (Facebook) (META) stake by 8.5% in Q2 2026, buying an estimated $263K and bringing the position to 5,496 shares worth $3.1M. The position accounts for 0.79% of the portfolio, ranked #24.

Legacy Wealth Management (Mississippi) first reported a position in META in Q4 2020 and has held it in 12 quarters since. The position peaked at $3.13M in Q2 2025. 1,163 funds tracked by Wall St. Rank hold META as of Q2 2026.

Legacy Wealth Management (Mississippi) held 5,496 shares of Meta Platforms (Facebook) worth $3.1M as of Q2 2026.
Legacy Wealth Management (Mississippi) bought 430 Meta Platforms (Facebook) shares in Q2 2026, an estimated $263K.
Meta Platforms (Facebook) made up 0.79% of Legacy Wealth Management (Mississippi)'s portfolio in Q2 2026, its #24 holding.
Legacy Wealth Management (Mississippi) first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 12 quarters since.
Legacy Wealth Management (Mississippi)'s Meta Platforms (Facebook) position peaked at $3.13M in Q2 2025.
1,163 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2026, filed 8 Jul 2026.