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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
2026
Q2 		$213K Buy
+379
New +$232K 0.03% 158
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

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 $3.38T AUM 44.17% 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

LMG Wealth Partners's META Position: Q2 2026 in Review

LMG Wealth Partners opened a new position in Meta Platforms (Facebook) (META) in Q2 2026: 379 shares worth $213K. The stake represents 0.03% of the portfolio and ranks #158 among its holdings. This is a return to the name: LMG Wealth Partners previously reported a position in META as recently as Q3 2025.

LMG Wealth Partners first reported a position in META in Q4 2024 and has held it in 5 quarters since. The position peaked at $258K in Q2 2025. 5,088 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • LMG Wealth Partners held 379 shares of Meta Platforms (Facebook) worth $213K as of Q2 2026.
  • Meta Platforms (Facebook) was a new LMG Wealth Partners position in Q2 2026.
  • Meta Platforms (Facebook) made up 0.03% of LMG Wealth Partners's portfolio in Q2 2026, its #158 holding.
  • LMG Wealth Partners first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 5 quarters since.
  • LMG Wealth Partners's Meta Platforms (Facebook) position peaked at $258K in Q2 2025.
  • 5,088 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.