LGL Partners’s Meta Platforms (Facebook) META Stock Holding History

LGL Partners’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
2023 Q4	–	Sell	-7,000	Closed	-$2.1K	–	107
2023 Q3	$2.1K	Buy	+7,000	New	+$2.11M	﹤0.01%	97

Other funds holding META

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

LGL Partners's META Position: Q1 2025 in Review

LGL Partners sold out of Meta Platforms (Facebook) (META) in Q1 2025, closing a stake of 2,834 shares — an estimated $1.66M sold.

LGL Partners first reported a position in META in Q4 2015 and held it in 31 quarters. The position peaked at $1.66M in Q4 2024. 4,692 funds tracked by Wall St. Rank hold META as of Q1 2025.

LGL Partners reported no remaining Meta Platforms (Facebook) position as of Q1 2025 after selling out during the quarter.
LGL Partners sold 2,834 Meta Platforms (Facebook) shares in Q1 2025, an estimated $1.66M.
LGL Partners first reported a position in Meta Platforms (Facebook) in Q4 2015 and held it in 31 quarters.
LGL Partners's Meta Platforms (Facebook) position peaked at $1.66M in Q4 2024.
4,692 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2025.

Based on LGL Partners's 13F filing for Q1 2025, filed 15 May 2025.