Lord & Richards Wealth Management
META icon

Lord & Richards Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Lord & Richards 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
Q3 		$861K Buy
1,188
+449
+61% +$280K 0.66% 37
2026
Q2 		$416K Sell
739
-40
-5% -$24.5K 0.33% 46
2026
Q1 		$446K Buy
779
+36
+5% +$23.1K 0.39% 48
2025
Q4 		$491K Buy
743
+75
+11% +$50.1K 0.42% 48
2025
Q3 		$491K Buy
668
+40
+6% +$29.8K 0.45% 43
2025
Q2 		$464K Buy
628
+114
+22% +$70.4K 0.48% 40
2025
Q1 		$296K Buy
+514
New +$332K 0.34% 57

Other funds holding META

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Lord & Richards Wealth Management's META Position: Q3 2026 in Review

Lord & Richards Wealth Management increased its Meta Platforms (Facebook) (META) stake by 61% in Q3 2026, buying an estimated $280K and bringing the position to 1,188 shares worth $861K. The position accounts for 0.66% of the portfolio, ranked #37.

Lord & Richards Wealth Management first reported a position in META in Q1 2025 and has held it in 7 quarters since. 1,658 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Lord & Richards Wealth Management held 1,188 shares of Meta Platforms (Facebook) worth $861K as of Q3 2026.
  • Lord & Richards Wealth Management bought 449 Meta Platforms (Facebook) shares in Q3 2026, an estimated $280K.
  • Meta Platforms (Facebook) made up 0.66% of Lord & Richards Wealth Management's portfolio in Q3 2026, its #37 holding.
  • Lord & Richards Wealth Management first reported a position in Meta Platforms (Facebook) in Q1 2025 and has held it in 7 quarters since.
  • 1,658 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Lord & Richards Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.