LifeSteps Financial
META icon

LifeSteps Financial’s Meta Platforms (Facebook) META Stock Holding History

LifeSteps Financial’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 		$725K Sell
1,000
-27
-3% -$16.9K 0.35% 53
2026
Q2 		$578K Sell
1,027
-2
-0.2% -$1.22K 0.27% 56
2026
Q1 		$589K Sell
1,029
-18
-2% -$11.5K 0.37% 45
2025
Q4 		$691K Buy
1,047
+133
+15% +$88.8K 0.44% 39
2025
Q3 		$671K Sell
914
-74
-7% -$55.1K 0.43% 40
2025
Q2 		$729K Sell
988
-81
-8% -$50.1K 0.5% 32
2025
Q1 		$616K Buy
1,069
+39
+4% +$25.2K 0.5% 38
2024
Q4 		$603K Buy
1,030
+100
+11% +$58.7K 0.46% 41
2024
Q3 		$532K Buy
930
+30
+3% +$15.4K 0.42% 47
2024
Q2 		$454K Buy
900
+70
+8% +$34K 0.37% 50
2024
Q1 		$403K Hold
830
– – 0.3% 52
2023
Q4 		$294K Buy
830
+48
+6% +$15.6K 0.26% 62
2023
Q3 		$235K Buy
782
+25
+3% +$7.53K 0.24% 64
2023
Q2 		$217K Buy
+757
New +$187K 0.21% 65
2022
Q3 		– Sell
-1,482
Closed -$239K – 76
2022
Q2 		$239K Buy
1,482
+50
+3% +$9.6K 0.25% 65
2022
Q1 		$318K Sell
1,432
-70
-5% -$17.5K 0.24% 64
2021
Q4 		$505K Buy
1,502
+260
+21% +$86.3K 0.36% 45
2021
Q3 		$422K Buy
1,242
+22
+2% +$7.92K 0.32% 50
2021
Q2 		$424K Sell
1,220
-12
-1% -$3.85K 0.33% 48
2021
Q1 		$363K Sell
1,232
-40
-3% -$10.8K 0.3% 51
2020
Q4 		$347K Sell
1,272
-60
-5% -$16.4K 0.32% 50
2020
Q3 		$349K Sell
1,332
-385
-22% -$99.3K 0.37% 47
2020
Q2 		$390K Sell
1,717
-42
-2% -$8.77K 0.45% 42
2020
Q1 		$293K Hold
1,759
– – 0.34% 55
2019
Q4 		$361K Buy
+1,759
New +$341K 0.34% 56

Other funds holding META

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LifeSteps Financial's META Position: Q3 2026 in Review

LifeSteps Financial reduced its Meta Platforms (Facebook) (META) stake by 2.6% in Q3 2026, selling an estimated $16.9K and leaving 1,000 shares worth $725K. The position accounts for 0.35% of the portfolio, ranked #53.

LifeSteps Financial first reported a position in META in Q4 2019 and has held it in 25 quarters since. The position peaked at $729K in Q2 2025. 3,328 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • LifeSteps Financial held 1,000 shares of Meta Platforms (Facebook) worth $725K as of Q3 2026.
  • LifeSteps Financial sold 27 Meta Platforms (Facebook) shares in Q3 2026, an estimated $16.9K.
  • Meta Platforms (Facebook) made up 0.35% of LifeSteps Financial's portfolio in Q3 2026, its #53 holding.
  • LifeSteps Financial first reported a position in Meta Platforms (Facebook) in Q4 2019 and has held it in 25 quarters since.
  • LifeSteps Financial's Meta Platforms (Facebook) position peaked at $729K in Q2 2025.
  • 3,328 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on LifeSteps Financial's 13F filing for Q3 2026, filed 15 Oct 2026.