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

Lineweaver 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
Q2 		$3.08M Buy
5,474
+809
+17% +$495K 0.37% 60
2026
Q1 		$2.67M Buy
4,665
+25
+0.5% +$16K 0.36% 60
2025
Q4 		$3.06M Buy
4,640
+822
+22% +$549K 0.41% 50
2025
Q3 		$2.8M Sell
3,818
-148
-4% -$110K 0.41% 49
2025
Q2 		$2.93M Buy
3,966
+64
+2% +$39.5K 0.46% 45
2025
Q1 		$2.25M Buy
3,902
+278
+8% +$179K 0.38% 49
2024
Q4 		$2.13M Buy
3,624
+480
+15% +$282K 0.39% 54
2024
Q3 		$1.8M Buy
3,144
+440
+16% +$226K 0.34% 56
2024
Q2 		$1.36M Buy
2,704
+53
+2% +$25.8K 0.28% 67
2024
Q1 		$1.29M Buy
2,651
+232
+10% +$103K 0.31% 67
2023
Q4 		$856K Buy
2,419
+1,011
+72% +$329K 0.22% 81
2023
Q3 		$423K Buy
+1,408
New +$424K 0.12% 102
2023
Q1 		– Sell
-2,521
Closed -$303K – 139
2022
Q4 		$303K Sell
2,521
-392
-13% -$46K 0.09% 104
2022
Q3 		$395K Sell
2,913
-290
-9% -$47K 0.13% 94
2022
Q2 		$516K Buy
3,203
+230
+8% +$44.4K 0.17% 81
2022
Q1 		$661K Buy
2,973
+376
+14% +$94K 0.19% 80
2021
Q4 		$873K Sell
2,597
-38
-1% -$12.6K 0.25% 65
2021
Q3 		$894K Buy
2,635
+84
+3% +$30.3K 0.27% 57
2021
Q2 		$887K Buy
2,551
+56
+2% +$18K 0.29% 52
2021
Q1 		$734K Buy
2,495
+186
+8% +$50.1K 0.26% 52
2020
Q4 		$630K Sell
2,309
-15
-0.6% -$4.11K 0.25% 47
2020
Q3 		$608K Buy
2,324
+459
+25% +$118K 0.27% 42
2020
Q2 		$423K Buy
1,865
+52
+3% +$10.9K 0.22% 49
2020
Q1 		$306K Buy
1,813
+558
+44% +$109K 0.19% 53
2019
Q4 		$257K Buy
+1,255
New +$243K 0.15% 56

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

Lineweaver Wealth Advisors's META Position: Q2 2026 in Review

Lineweaver Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 17% in Q2 2026, buying an estimated $495K and bringing the position to 5,474 shares worth $3.08M. The position accounts for 0.37% of the portfolio, ranked #60.

Lineweaver Wealth Advisors first reported a position in META in Q4 2019 and has held it in 25 quarters since. 5,055 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Lineweaver Wealth Advisors held 5,474 shares of Meta Platforms (Facebook) worth $3.08M as of Q2 2026.
  • Lineweaver Wealth Advisors bought 809 Meta Platforms (Facebook) shares in Q2 2026, an estimated $495K.
  • Meta Platforms (Facebook) made up 0.37% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #60 holding.
  • Lineweaver Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2019 and has held it in 25 quarters since.
  • 5,055 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.