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Lockerman Financial Group’s Meta Platforms (Facebook) META Stock Holding History

Lockerman Financial Group’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
-1,152
Closed -$846K – 110
2025
Q3 		$846K Sell
1,152
-23
-2% -$17.1K 1.07% 24
2025
Q2 		$867K Buy
1,175
+293
+33% +$181K 1.17% 19
2025
Q1 		$508K Sell
882
-37
-4% -$23.9K 0.77% 31
2024
Q4 		$538K Buy
919
+115
+14% +$67.5K 0.92% 31
2024
Q3 		$460K Buy
804
+143
+22% +$73.6K 0.78% 37
2024
Q2 		$333K Buy
+661
New +$321K 0.6% 54
2022
Q2 		– Sell
-1,272
Closed -$283K – 73
2022
Q1 		$283K Sell
1,272
-84
-6% -$21K 0.77% 39
2021
Q4 		$456K Buy
+1,356
New +$450K 1.19% 19

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 $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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Lockerman Financial Group's META Position: Q4 2025 in Review

Lockerman Financial Group sold out of Meta Platforms (Facebook) (META) in Q4 2025, closing a stake of 1,152 shares — an estimated $846K sold.

Lockerman Financial Group first reported a position in META in Q4 2021 and held it in 8 quarters. The position peaked at $867K in Q2 2025. 5,158 funds tracked by Wall St. Rank hold META as of Q4 2025.

  • Lockerman Financial Group reported no remaining Meta Platforms (Facebook) position as of Q4 2025 after selling out during the quarter.
  • Lockerman Financial Group sold 1,152 Meta Platforms (Facebook) shares in Q4 2025, an estimated $846K.
  • Lockerman Financial Group first reported a position in Meta Platforms (Facebook) in Q4 2021 and held it in 8 quarters.
  • Lockerman Financial Group's Meta Platforms (Facebook) position peaked at $867K in Q2 2025.
  • 5,158 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2025.

Based on Lockerman Financial Group's 13F filing for Q4 2025, filed 21 Jan 2026.