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Lifeworks Advisors’s Meta Platforms (Facebook) META Stock Holding History

Lifeworks 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
Q2 		$1.86M Buy
3,296
+558
+20% +$341K 0.19% 101
2026
Q1 		$1.57M Buy
2,738
+10
+0.4% +$6.41K 0.2% 101
2025
Q4 		$1.8M Buy
2,728
+282
+12% +$188K 0.23% 99
2025
Q3 		$1.8M Buy
2,446
+435
+22% +$324K 0.24% 95
2025
Q2 		$1.48M Buy
2,011
+141
+8% +$87.1K 0.22% 101
2025
Q1 		$1.08M Buy
1,870
+10
+0.5% +$6.45K 0.18% 116
2024
Q4 		$1.09M Buy
1,860
+288
+18% +$169K 0.2% 112
2024
Q3 		$900K Buy
1,572
+495
+46% +$255K 0.18% 123
2024
Q2 		$543K Sell
1,077
-742
-41% -$361K 0.15% 122
2024
Q1 		$883K Sell
1,819
-167
-8% -$74.5K 0.25% 95
2023
Q4 		$703K Sell
1,986
-470
-19% -$153K 0.24% 95
2023
Q3 		$737K Sell
2,456
-884
-26% -$266K 0.29% 96
2023
Q2 		$959K Sell
3,340
-14,030
-81% -$3.46M 0.41% 77
2023
Q1 		$3.68M Sell
17,370
-5,432
-24% -$925K 1.74% 10
2022
Q4 		$2.74M Buy
22,802
+1,329
+6% +$156K 1.55% 20
2022
Q3 		$2M Buy
+21,473
New +$3.48M 1.14% 27

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

Lifeworks Advisors's META Position: Q2 2026 in Review

Lifeworks Advisors increased its Meta Platforms (Facebook) (META) stake by 20% in Q2 2026, buying an estimated $341K and bringing the position to 3,296 shares worth $1.86M. The position accounts for 0.19% of the portfolio, ranked #101.

Lifeworks Advisors first reported a position in META in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.68M in Q1 2023. 5,072 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Lifeworks Advisors held 3,296 shares of Meta Platforms (Facebook) worth $1.86M as of Q2 2026.
  • Lifeworks Advisors bought 558 Meta Platforms (Facebook) shares in Q2 2026, an estimated $341K.
  • Meta Platforms (Facebook) made up 0.19% of Lifeworks Advisors's portfolio in Q2 2026, its #101 holding.
  • Lifeworks Advisors first reported a position in Meta Platforms (Facebook) in Q3 2022 and has held it in 16 quarters since.
  • Lifeworks Advisors's Meta Platforms (Facebook) position peaked at $3.68M in Q1 2023.
  • 5,072 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.