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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Lifeworks Advisors's META Position: Q1 2026 in Review

Lifeworks Advisors increased its Meta Platforms (Facebook) (META) stake by 0.37% in Q1 2026, buying an estimated $6.41K and bringing the position to 2,738 shares worth $1.57M. The position accounts for 0.2% of the portfolio, ranked #101.

Lifeworks Advisors first reported a position in META in Q3 2022 and has held it in 15 quarters since. The position peaked at $3.68M in Q1 2023. 5,068 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Lifeworks Advisors held 2,738 shares of Meta Platforms (Facebook) worth $1.57M as of Q1 2026.
  • Lifeworks Advisors bought 10 Meta Platforms (Facebook) shares in Q1 2026, an estimated $6.41K.
  • Meta Platforms (Facebook) made up 0.2% of Lifeworks Advisors's portfolio in Q1 2026, its #101 holding.
  • Lifeworks Advisors first reported a position in Meta Platforms (Facebook) in Q3 2022 and has held it in 15 quarters since.
  • Lifeworks Advisors's Meta Platforms (Facebook) position peaked at $3.68M in Q1 2023.
  • 5,068 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.