LWM
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LJI Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

LJI 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
2026
Q2 		$2.75M Buy
4,883
+157
+3% +$96K 0.39% 25
2026
Q1 		$2.7M Buy
4,726
+66
+1% +$42.3K 0.43% 23
2025
Q4 		$3.08M Buy
4,660
+251
+6% +$168K 0.47% 26
2025
Q3 		$3.24M Sell
4,409
-285
-6% -$212K 0.57% 20
2025
Q2 		$3.46M Buy
4,694
+4
+0.1% +$2.47K 0.6% 22
2025
Q1 		$2.7M Sell
4,690
-46
-1% -$29.7K 0.54% 24
2024
Q4 		$2.77M Buy
4,736
+123
+3% +$72.2K 0.55% 25
2024
Q3 		$2.64M Buy
4,613
+122
+3% +$62.8K 0.54% 26
2024
Q2 		$2.26M Buy
4,491
+12
+0.3% +$5.83K 0.5% 28
2024
Q1 		$2.17M Buy
4,479
+171
+4% +$76.3K 0.56% 24
2023
Q4 		$1.52M Buy
4,308
+186
+5% +$60.6K 0.4% 33
2023
Q3 		$1.24M Buy
4,122
+344
+9% +$104K 0.36% 35
2023
Q2 		$1.08M Buy
3,778
+390
+12% +$96.2K 0.32% 38
2023
Q1 		$718K Buy
3,388
+122
+4% +$20.8K 0.23% 48
2022
Q4 		$393K Buy
+3,266
New +$384K 0.14% 79

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

LJI Wealth Management's META Position: Q2 2026 in Review

LJI Wealth Management increased its Meta Platforms (Facebook) (META) stake by 3.3% in Q2 2026, buying an estimated $96K and bringing the position to 4,883 shares worth $2.75M. The position accounts for 0.39% of the portfolio, ranked #25.

LJI Wealth Management first reported a position in META in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.46M in Q2 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • LJI Wealth Management held 4,883 shares of Meta Platforms (Facebook) worth $2.75M as of Q2 2026.
  • LJI Wealth Management bought 157 Meta Platforms (Facebook) shares in Q2 2026, an estimated $96K.
  • Meta Platforms (Facebook) made up 0.39% of LJI Wealth Management's portfolio in Q2 2026, its #25 holding.
  • LJI Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2022 and has held it in 15 quarters since.
  • LJI Wealth Management's Meta Platforms (Facebook) position peaked at $3.46M in Q2 2025.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.