LWA
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LifeGoal Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History

LifeGoal Wealth Advisors’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
Q3 		$1.29M Buy
1,773
+539
+44% +$336K 0.39% 45
2026
Q2 		$695K Sell
1,234
-82
-6% -$50.1K 0.32% 44
2026
Q1 		$762K Buy
1,316
+77
+6% +$49.3K 0.44% 39
2025
Q4 		$818K Buy
1,239
+455
+58% +$304K 0.55% 34
2025
Q3 		$576K Sell
784
-37
-5% -$27.5K 0.48% 41
2025
Q2 		$606K Buy
821
+45
+6% +$27.8K 0.58% 36
2025
Q1 		$447K Sell
776
-104
-12% -$67.1K 0.48% 42
2024
Q4 		$515K Buy
+880
New +$517K 0.56% 38

Other funds holding META

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

LifeGoal Wealth Advisors's META Position: Q3 2026 in Review

LifeGoal Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 44% in Q3 2026, buying an estimated $336K and bringing the position to 1,773 shares worth $1.29M. The position accounts for 0.39% of the portfolio, ranked #45.

LifeGoal Wealth Advisors first reported a position in META in Q4 2024 and has held it in 8 quarters since. 267 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • LifeGoal Wealth Advisors held 1,773 shares of Meta Platforms (Facebook) worth $1.29M as of Q3 2026.
  • LifeGoal Wealth Advisors bought 539 Meta Platforms (Facebook) shares in Q3 2026, an estimated $336K.
  • Meta Platforms (Facebook) made up 0.39% of LifeGoal Wealth Advisors's portfolio in Q3 2026, its #45 holding.
  • LifeGoal Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 8 quarters since.
  • 267 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.