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LMCG Investments’s Meta Platforms (Facebook) META Stock Holding History

LMCG Investments’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 		$14.9M Sell
26,521
-887
-3% -$542K 0.8% 38
2026
Q1 		$15.7M Buy
27,408
+3,114
+13% +$2M 0.93% 31
2025
Q4 		$16M Buy
24,294
+1,875
+8% +$1.25M 0.92% 29
2025
Q3 		$16.5M Buy
22,419
+1,645
+8% +$1.22M 0.97% 26
2025
Q2 		$15.3M Sell
20,774
-215
-1% -$133K 0.96% 28
2025
Q1 		$12.1M Sell
20,989
-93
-0.4% -$60K 0.8% 33
2024
Q4 		$12.3M Sell
21,082
-950
-4% -$558K 0.76% 42
2024
Q3 		$12.6M Sell
22,032
-298
-1% -$153K 0.76% 41
2024
Q2 		$11.3M Sell
22,330
-278
-1% -$135K 0.66% 53
2024
Q1 		$11M Sell
22,608
-393
-2% -$175K 0.65% 56
2023
Q4 		$8.14M Sell
23,001
-7,600
-25% -$2.47M 0.5% 71
2023
Q3 		$9.19M Sell
30,601
-6,986
-19% -$2.1M 0.62% 52
2023
Q2 		$10.8M Sell
37,587
-11,238
-23% -$2.77M 0.7% 39
2023
Q1 		$10.3M Buy
48,825
+3,222
+7% +$549K 0.69% 43
2022
Q4 		$5.49M Sell
45,603
-12,050
-21% -$1.41M 0.38% 81
2022
Q3 		$7.82M Sell
57,653
-78
-0.1% -$12.6K 0.57% 52
2022
Q2 		$9.31M Sell
57,731
-108
-0.2% -$20.8K 0.64% 46
2022
Q1 		$12.9M Buy
+57,839
New +$14.5M 0.75% 29
2015
Q3 		$1.04M Sell
11,616
-117
-1% -$10.7K 0.02% 389
2015
Q2 		$1.01M Buy
11,733
+770
+7% +$62.9K 0.02% 386
2015
Q1 		$901K Sell
10,963
-40
-0.4% -$3.13K 0.02% 399
2014
Q4 		$858K Buy
11,003
+386
+4% +$29.5K 0.02% 391
2014
Q3 		$839K Buy
10,617
+396
+4% +$29K 0.02% 389
2014
Q2 		$688K Buy
10,221
+50
+0.5% +$3.08K 0.01% 395
2014
Q1 		$613K Sell
10,171
-1,594
-14% -$101K 0.01% 411
2013
Q4 		$643K Buy
+11,765
New +$591K 0.01% 407

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

LMCG Investments's META Position: Q2 2026 in Review

LMCG Investments reduced its Meta Platforms (Facebook) (META) stake by 3.2% in Q2 2026, selling an estimated $542K and leaving 26,521 shares worth $14.9M. The position accounts for 0.8% of the portfolio, ranked #38.

LMCG Investments first reported a position in META in Q4 2013 and has held it in 26 quarters since. The position peaked at $16.5M in Q3 2025. 5,038 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • LMCG Investments held 26,521 shares of Meta Platforms (Facebook) worth $14.9M as of Q2 2026.
  • LMCG Investments sold 887 Meta Platforms (Facebook) shares in Q2 2026, an estimated $542K.
  • Meta Platforms (Facebook) made up 0.8% of LMCG Investments's portfolio in Q2 2026, its #38 holding.
  • LMCG Investments first reported a position in Meta Platforms (Facebook) in Q4 2013 and has held it in 26 quarters since.
  • LMCG Investments's Meta Platforms (Facebook) position peaked at $16.5M in Q3 2025.
  • 5,038 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on LMCG Investments's 13F filing for Q2 2026, filed 22 Jul 2026.