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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

LJI Wealth Management's META Position: Q1 2026 in Review

LJI Wealth Management increased its Meta Platforms (Facebook) (META) stake by 1.4% in Q1 2026, buying an estimated $42.3K and bringing the position to 4,726 shares worth $2.7M. The position accounts for 0.43% of the portfolio, ranked #23.

LJI Wealth Management first reported a position in META in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.46M in Q2 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

LJI Wealth Management held 4,726 shares of Meta Platforms (Facebook) worth $2.7M as of Q1 2026.
LJI Wealth Management bought 66 Meta Platforms (Facebook) shares in Q1 2026, an estimated $42.3K.
Meta Platforms (Facebook) made up 0.43% of LJI Wealth Management's portfolio in Q1 2026, its #23 holding.
LJI Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2022 and has held it in 14 quarters since.
LJI Wealth Management's Meta Platforms (Facebook) position peaked at $3.46M in Q2 2025.
5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on LJI Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.