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Lloyd Advisory Services’s Meta Platforms (Facebook) META Stock Holding History

Lloyd Advisory Services’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 		$72.9K Sell
129
-262
-67% -$160K 0.03% 201
2026
Q1 		$224K Buy
391
+144
+58% +$92.3K 0.06% 141
2025
Q4 		$163K Sell
247
-811
-77% -$542K 0.06% 134
2025
Q3 		$777K Buy
1,058
+136
+15% +$101K 0.37% 39
2025
Q2 		$681K Buy
922
+160
+21% +$98.9K 0.33% 47
2025
Q1 		$439K Buy
762
+209
+38% +$135K 0.22% 56
2024
Q4 		$324K Sell
553
-9
-2% -$5.28K 0.15% 68
2024
Q3 		$322K Buy
562
+52
+10% +$26.8K 0.16% 77
2024
Q2 		$257K Sell
510
-6,270
-92% -$3.05M 0.12% 80
2024
Q1 		$3.29M Buy
6,780
+5,562
+457% +$2.48M 0.7% 16
2023
Q4 		$431K Sell
1,218
-2,286
-65% -$744K 0.2% 61
2023
Q3 		$1.05M Buy
+3,504
New +$1.06M 0.35% 60
2022
Q2 		– Sell
-285
Closed -$63K – 364
2022
Q1 		$63K Buy
285
+120
+73% +$30K 0.03% 206
2021
Q4 		$55K Sell
165
-17
-9% -$5.64K 0.03% 196
2021
Q3 		$62K Sell
182
-50
-22% -$18K 0.03% 145
2021
Q2 		$81K Hold
232
– – 0.04% 129
2021
Q1 		$68K Sell
232
-20
-8% -$5.38K 0.04% 123
2020
Q4 		$69K Hold
252
– – 0.04% 99
2020
Q3 		$66K Sell
252
-6
-2% -$1.55K 0.04% 92
2020
Q2 		$59K Sell
258
-40
-13% -$8.35K 0.04% 98
2020
Q1 		$50K Sell
298
-7
-2% -$1.37K 0.04% 87
2019
Q4 		$63K Buy
+305
New +$59.1K 0.06% 108

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

Lloyd Advisory Services's META Position: Q2 2026 in Review

Lloyd Advisory Services reduced its Meta Platforms (Facebook) (META) stake by 67% in Q2 2026, selling an estimated $160K and leaving 129 shares worth $72.9K. The position accounts for 0.03% of the portfolio, ranked #201.

Lloyd Advisory Services first reported a position in META in Q4 2019 and has held it in 22 quarters since. The position peaked at $3.29M in Q1 2024. 5,037 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Lloyd Advisory Services held 129 shares of Meta Platforms (Facebook) worth $72.9K as of Q2 2026.
  • Lloyd Advisory Services sold 262 Meta Platforms (Facebook) shares in Q2 2026, an estimated $160K.
  • Meta Platforms (Facebook) made up 0.03% of Lloyd Advisory Services's portfolio in Q2 2026, its #201 holding.
  • Lloyd Advisory Services first reported a position in Meta Platforms (Facebook) in Q4 2019 and has held it in 22 quarters since.
  • Lloyd Advisory Services's Meta Platforms (Facebook) position peaked at $3.29M in Q1 2024.
  • 5,037 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.