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LM Advisors’s Meta Platforms (Facebook) META Stock Holding History

LM Advisors’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 		$8.85M Buy
15,715
+6,312
+67% +$3.86M 1.02% 17
2026
Q1 		$16.4K Sell
9,403
-2,072
-18% -$1.33M 0.26% 74
2025
Q4 		$17.4K Sell
11,475
-4,685
-29% -$3.13M 0.31% 65
2025
Q3 		$11.9M Buy
16,160
+547
+4% +$407K 1.71% 12
2025
Q2 		$11.5M Buy
15,613
+1,762
+13% +$1.09M 1.48% 11
2025
Q1 		$7.98M Buy
13,851
+421
+3% +$272K 1.44% 15
2024
Q4 		$7.86M Sell
13,430
-387
-3% -$227K 1.41% 15
2024
Q3 		$7.91M Buy
13,817
+650
+5% +$334K 1.61% 12
2024
Q2 		$636M Sell
13,167
-967
-7% -$470K 1.03% 14
2024
Q1 		$6.86M Sell
14,134
-1,106
-7% -$493K 1.09% 16
2023
Q4 		$5.39M Buy
+15,240
New +$4.96M 1.09% 16

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

LM Advisors's META Position: Q2 2026 in Review

LM Advisors increased its Meta Platforms (Facebook) (META) stake by 67% in Q2 2026, buying an estimated $3.86M and bringing the position to 15,715 shares worth $8.85M. The position accounts for 1.02% of the portfolio, ranked #17.

LM Advisors first reported a position in META in Q4 2023 and has held it in 11 quarters since. The position peaked at $636M in Q2 2024. 5,031 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • LM Advisors held 15,715 shares of Meta Platforms (Facebook) worth $8.85M as of Q2 2026.
  • LM Advisors bought 6,312 Meta Platforms (Facebook) shares in Q2 2026, an estimated $3.86M.
  • Meta Platforms (Facebook) made up 1.02% of LM Advisors's portfolio in Q2 2026, its #17 holding.
  • LM Advisors first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 11 quarters since.
  • LM Advisors's Meta Platforms (Facebook) position peaked at $636M in Q2 2024.
  • 5,031 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.