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

Legacy Wealth Management (Tennessee)’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
2025
Q2 		– Sell
-567
Closed -$327K – 36
2025
Q1 		$327K Sell
567
-252
-31% -$163K 0.02% 33
2024
Q4 		$480K Buy
819
+12
+1% +$7.04K 0.03% 29
2024
Q3 		$462K Buy
+807
New +$415K 0.03% 28

Other funds holding META

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Legacy Wealth Management (Tennessee)'s META Position: Q2 2025 in Review

Legacy Wealth Management (Tennessee) sold out of Meta Platforms (Facebook) (META) in Q2 2025, closing a stake of 567 shares — an estimated $327K sold.

Legacy Wealth Management (Tennessee) first reported a position in META in Q3 2024 and held it in 3 quarters. The position peaked at $480K in Q4 2024. 4,831 funds tracked by Wall St. Rank hold META as of Q2 2025.

  • Legacy Wealth Management (Tennessee) reported no remaining Meta Platforms (Facebook) position as of Q2 2025 after selling out during the quarter.
  • Legacy Wealth Management (Tennessee) sold 567 Meta Platforms (Facebook) shares in Q2 2025, an estimated $327K.
  • Legacy Wealth Management (Tennessee) first reported a position in Meta Platforms (Facebook) in Q3 2024 and held it in 3 quarters.
  • Legacy Wealth Management (Tennessee)'s Meta Platforms (Facebook) position peaked at $480K in Q4 2024.
  • 4,831 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2025.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q2 2025, filed 17 Jul 2025.