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LMG Wealth Partners’s Meta Platforms (Facebook) META Stock Holding History

LMG Wealth Partners’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
2025
Q4 		– Sell
-349
Closed -$256K – 156
2025
Q3 		$256K Hold
349
– – 0.05% 137
2025
Q2 		$258K Hold
349
– – 0.05% 127
2025
Q1 		$201K Buy
349
+6
+2% +$3.87K 0.04% 125
2024
Q4 		$201K Buy
+343
New +$201K 0.04% 126

Other funds holding META

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 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 $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

LMG Wealth Partners's META Position: Q4 2025 in Review

LMG Wealth Partners sold out of Meta Platforms (Facebook) (META) in Q4 2025, closing a stake of 349 shares — an estimated $256K sold.

LMG Wealth Partners first reported a position in META in Q4 2024 and held it in 4 quarters. The position peaked at $258K in Q2 2025. 5,144 funds tracked by Wall St. Rank hold META as of Q4 2025.

  • LMG Wealth Partners reported no remaining Meta Platforms (Facebook) position as of Q4 2025 after selling out during the quarter.
  • LMG Wealth Partners sold 349 Meta Platforms (Facebook) shares in Q4 2025, an estimated $256K.
  • LMG Wealth Partners first reported a position in Meta Platforms (Facebook) in Q4 2024 and held it in 4 quarters.
  • LMG Wealth Partners's Meta Platforms (Facebook) position peaked at $258K in Q2 2025.
  • 5,144 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2025.

Based on LMG Wealth Partners's 13F filing for Q4 2025, filed 2 Feb 2026.