Lodestone Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Lodestone Wealth Management’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	$1.99M	Sell	3,534 -18	-0.5%	-$11K	0.7%	40
2026 Q1	$2.03M	Sell	3,552 -19	-0.5%	-$12.2K	0.81%	38
2025 Q4	$2.36M	Buy	3,571 +34	+1%	+$22.7K	0.96%	32
2025 Q3	$2.6M	Buy	3,537 +55	+2%	+$40.9K	1.17%	24
2025 Q2	$2.57M	Buy	3,482 +54	+2%	+$33.4K	1.25%	23
2025 Q1	$1.98M	Buy	3,428 +2	+0.1%	+$1.29K	1.05%	36
2024 Q4	$2.01M	Buy	+3,426	New	+$2.01M	1.01%	37
2023 Q2	–	Sell	-3,531	Closed	-$748K	–	131
2023 Q1	$748K	Hold	3,531	–	–	0.58%	53
2022 Q4	$425K	Buy	+3,531	New	+$415K	0.34%	72

Other funds holding META

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Lodestone Wealth Management's META Position: Q2 2026 in Review

Lodestone Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 0.51% in Q2 2026, selling an estimated $11K and leaving 3,534 shares worth $1.99M. The position accounts for 0.7% of the portfolio, ranked #40.

Lodestone Wealth Management first reported a position in META in Q4 2022 and has held it in 9 quarters since. The position peaked at $2.6M in Q3 2025. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

Lodestone Wealth Management held 3,534 shares of Meta Platforms (Facebook) worth $1.99M as of Q2 2026.
Lodestone Wealth Management sold 18 Meta Platforms (Facebook) shares in Q2 2026, an estimated $11K.
Meta Platforms (Facebook) made up 0.7% of Lodestone Wealth Management's portfolio in Q2 2026, its #40 holding.
Lodestone Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2022 and has held it in 9 quarters since.
Lodestone Wealth Management's Meta Platforms (Facebook) position peaked at $2.6M in Q3 2025.
5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.