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
Q1 		– Sell
-200
Closed -$132K – 202
2025
Q4 		$132K Buy
+200
New +$134K 0.02% 186

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

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.