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Litman Gregory Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Litman Gregory Wealth 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
2025
Q4 		$19.1M Buy
28,862
+3,446
+14% +$2.3M 1.39% 17
2025
Q3 		$18.7M Sell
25,416
-729
-3% -$543K 1.39% 15
2025
Q2 		$19.3M Sell
26,145
-1,125
-4% -$695K 1.52% 15
2025
Q1 		$15.7M Sell
27,270
-464
-2% -$299K 1.35% 17
2024
Q4 		$16.2M Sell
27,734
-1,115
-4% -$654K 1.41% 18
2024
Q3 		$16.5M Buy
28,849
+225
+0.8% +$116K 1.38% 19
2024
Q2 		$14.4M Buy
28,624
+5,894
+26% +$2.87M 1.28% 22
2024
Q1 		$11M Sell
22,730
-964
-4% -$430K 1% 25
2023
Q4 		$8.39M Sell
23,694
-1,215
-5% -$396K 0.8% 31
2023
Q3 		$7.48M Buy
+24,909
New +$7.51M 0.77% 30
2023
Q2 		– Sell
-2,015
Closed -$427K – 102
2023
Q1 		$427K Buy
+2,015
New +$343K 0.16% 24
2021
Q2 		– Sell
-100
Closed -$29K – 141
2021
Q1 		$29K Hold
100
– – 0.01% 118
2020
Q4 		$27K Buy
+100
New +$27.4K 0.01% 123
2020
Q1 		– Sell
-116
Closed -$24K – 191
2019
Q4 		$24K Hold
116
– – 0.01% 117
2019
Q3 		$21K Sell
116
-94
-45% -$17.9K 0.01% 111
2019
Q2 		$41K Buy
+210
New +$38.4K 0.01% 96
2019
Q1 		– Sell
-25
Closed -$3K – 140
2018
Q4 		$3K Buy
+25
New +$3.62K ﹤0.01% 142
2018
Q2 		– Sell
-456
Closed -$73K – 142
2018
Q1 		$73K Buy
+456
New +$81.9K 0.03% 71

Other funds holding META

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Litman Gregory Wealth Management's META Position: Q4 2025 in Review

Litman Gregory Wealth Management increased its Meta Platforms (Facebook) (META) stake by 14% in Q4 2025, buying an estimated $2.3M and bringing the position to 28,862 shares worth $19.1M. The position accounts for 1.39% of the portfolio, ranked #17.

Litman Gregory Wealth Management first reported a position in META in Q1 2018 and has held it in 18 quarters since. The position peaked at $19.3M in Q2 2025. 5,158 funds tracked by Wall St. Rank hold META as of Q4 2025.

  • Litman Gregory Wealth Management held 28,862 shares of Meta Platforms (Facebook) worth $19.1M as of Q4 2025.
  • Litman Gregory Wealth Management bought 3,446 Meta Platforms (Facebook) shares in Q4 2025, an estimated $2.3M.
  • Meta Platforms (Facebook) made up 1.39% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #17 holding.
  • Litman Gregory Wealth Management first reported a position in Meta Platforms (Facebook) in Q1 2018 and has held it in 18 quarters since.
  • Litman Gregory Wealth Management's Meta Platforms (Facebook) position peaked at $19.3M in Q2 2025.
  • 5,158 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.