LWM
META icon

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

Liberty Wealth 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 		$2.6M Hold
4,537
– – 0.32% 67
2026
Q1 		$2.6M Buy
4,537
+353
+8% +$226K 0.32% 67
2025
Q4 		$2.76M Sell
4,184
-63
-1% -$42.1K 0.36% 58
2025
Q3 		$3.13M Sell
4,247
-519
-11% -$386K 0.44% 50
2025
Q2 		$3.52M Buy
4,766
+319
+7% +$197K 0.55% 44
2025
Q1 		$2.56M Buy
4,447
+84
+2% +$54.2K 0.49% 45
2024
Q4 		$2.55M Sell
4,363
-92
-2% -$54K 0.43% 51
2024
Q3 		$2.55M Buy
4,455
+128
+3% +$65.9K 0.43% 48
2024
Q2 		$2.18M Buy
4,327
+110
+3% +$53.5K 0.4% 51
2024
Q1 		$2.05M Sell
4,217
-296
-7% -$132K 0.4% 50
2023
Q4 		$1.6M Buy
4,513
+179
+4% +$58.3K 0.34% 51
2023
Q3 		$1.3M Sell
4,334
-683
-14% -$206K 0.32% 51
2023
Q2 		$1.44M Buy
5,017
+160
+3% +$39.5K 0.36% 42
2023
Q1 		$1.03M Buy
+4,857
New +$827K 0.21% 69
2022
Q3 		$628K Buy
4,634
+344
+8% +$55.8K 0.17% 70
2022
Q2 		$695K Buy
4,290
+138
+3% +$26.6K 0.28% 60
2022
Q1 		$930K Buy
4,152
+395
+11% +$98.7K 0.34% 51
2021
Q4 		$1.26M Sell
3,757
-47
-1% -$15.6K 0.05% 62
2021
Q3 		$1.28M Buy
3,804
+849
+29% +$306K 0.46% 39
2021
Q2 		$1.03M Buy
2,955
+245
+9% +$78.6K 0.4% 38
2021
Q1 		$710K Hold
2,710
– – 0.35% 47
2020
Q4 		$710K Sell
2,710
-348
-11% -$95.4K 0.35% 47
2020
Q3 		$801K Sell
3,058
-49
-2% -$12.6K 0.47% 34
2020
Q2 		$706K Sell
3,107
-4
-0.1% -$835 0.5% 35
2020
Q1 		$519K Sell
3,111
-66
-2% -$12.9K 0.45% 40
2019
Q4 		$652K Buy
3,177
+25
+0.8% +$4.84K 0.51% 36
2019
Q3 		$561K Sell
3,152
-113
-3% -$21.5K 0.53% 36
2019
Q2 		$630K Sell
3,265
-73
-2% -$13.3K 0.55% 40
2019
Q1 		$556K Buy
3,338
+300
+10% +$47.7K 0.42% 35
2018
Q4 		$398K Buy
+3,038
New +$440K 0.3% 46

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

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

Liberty Wealth Management held its Meta Platforms (Facebook) (META) position steady in Q2 2026 at 4,537 shares worth $2.6M. The position accounts for 0.32% of the portfolio, ranked #67.

Liberty Wealth Management first reported a position in META in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.52M in Q2 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Liberty Wealth Management held 4,537 shares of Meta Platforms (Facebook) worth $2.6M as of Q2 2026.
  • Liberty Wealth Management left its Meta Platforms (Facebook) share count unchanged in Q2 2026.
  • Meta Platforms (Facebook) made up 0.32% of Liberty Wealth Management's portfolio in Q2 2026, its #67 holding.
  • Liberty Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2018 and has held it in 30 quarters since.
  • Liberty Wealth Management's Meta Platforms (Facebook) position peaked at $3.52M in Q2 2025.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.