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 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Lord & Richards Wealth Management's META Position: Q2 2026 in Review

Lord & Richards Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 5.1% in Q2 2026, selling an estimated $24.5K and leaving 739 shares worth $416K. The position accounts for 0.33% of the portfolio, ranked #46.

Lord & Richards Wealth Management first reported a position in META in Q1 2025 and has held it in 6 quarters since. The position peaked at $491K in Q4 2025. 1,464 funds tracked by Wall St. Rank hold META as of Q2 2026.

Lord & Richards Wealth Management held 739 shares of Meta Platforms (Facebook) worth $416K as of Q2 2026.
Lord & Richards Wealth Management sold 40 Meta Platforms (Facebook) shares in Q2 2026, an estimated $24.5K.
Meta Platforms (Facebook) made up 0.33% of Lord & Richards Wealth Management's portfolio in Q2 2026, its #46 holding.
Lord & Richards Wealth Management first reported a position in Meta Platforms (Facebook) in Q1 2025 and has held it in 6 quarters since.
Lord & Richards Wealth Management's Meta Platforms (Facebook) position peaked at $491K in Q4 2025.
1,464 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.