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Lifestyle Asset Management’s Meta Platforms (Facebook) META Stock Holding History

Lifestyle Asset 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 		$2.28M Buy
4,049
+114
+3% +$69.7K 0.61% 41
2026
Q1 		$2.25M Buy
3,935
+327
+9% +$210K 0.74% 32
2025
Q4 		$2.38M Sell
3,608
-37
-1% -$24.7K 0.77% 37
2025
Q3 		$2.68M Buy
3,645
+584
+19% +$435K 0.91% 22
2025
Q2 		$2.26M Buy
3,061
+226
+8% +$140K 1.05% 17
2025
Q1 		$1.63M Sell
2,835
-185
-6% -$119K 0.9% 21
2024
Q4 		$1.77M Buy
3,020
+59
+2% +$34.6K 0.96% 20
2024
Q3 		$1.69M Buy
2,961
+138
+5% +$71K 0.94% 18
2024
Q2 		$1.42M Buy
2,823
+2,330
+473% +$1.13M 0.82% 19
2024
Q1 		$239K Buy
+493
New +$220K 0.14% 81

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

Lifestyle Asset Management's META Position: Q2 2026 in Review

Lifestyle Asset Management increased its Meta Platforms (Facebook) (META) stake by 2.9% in Q2 2026, buying an estimated $69.7K and bringing the position to 4,049 shares worth $2.28M. The position accounts for 0.61% of the portfolio, ranked #41.

Lifestyle Asset Management first reported a position in META in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.68M in Q3 2025. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Lifestyle Asset Management held 4,049 shares of Meta Platforms (Facebook) worth $2.28M as of Q2 2026.
  • Lifestyle Asset Management bought 114 Meta Platforms (Facebook) shares in Q2 2026, an estimated $69.7K.
  • Meta Platforms (Facebook) made up 0.61% of Lifestyle Asset Management's portfolio in Q2 2026, its #41 holding.
  • Lifestyle Asset Management first reported a position in Meta Platforms (Facebook) in Q1 2024 and has held it in 10 quarters since.
  • Lifestyle Asset Management's Meta Platforms (Facebook) position peaked at $2.68M in Q3 2025.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Lifestyle Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.