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

Lorne Steinberg 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
Q1 		$5.71M Sell
9,972
-3,723
-27% -$2.39M 1.35% 35
2025
Q4 		$9.04M Buy
13,695
+22
+0.2% +$14.7K 2.08% 19
2025
Q3 		$10M Buy
13,673
+39
+0.3% +$29K 2.42% 13
2025
Q2 		$10.1M Sell
13,634
-7,193
-35% -$4.44M 2.63% 11
2025
Q1 		$12M Sell
20,827
-34
-0.2% -$21.9K 3.5% 3
2024
Q4 		$12.2M Buy
20,861
+162
+0.8% +$95.1K 3.54% 2
2024
Q3 		$11.8M Sell
20,699
-245
-1% -$126K 3.43% 3
2024
Q2 		$10.6M Sell
20,944
-53
-0.3% -$25.8K 3.4% 4
2024
Q1 		$10.2M Sell
20,997
-223
-1% -$99.5K 3.18% 3
2023
Q4 		$7.51M Sell
21,220
-1,778
-8% -$579K 2.52% 8
2023
Q3 		$6.9M Sell
22,998
-500
-2% -$151K 2.66% 6
2023
Q2 		$6.74M Sell
23,498
-280
-1% -$69.1K 2.54% 7
2023
Q1 		$5.04M Buy
23,778
+890
+4% +$152K 2.01% 21
2022
Q4 		$2.75M Sell
22,888
-920
-4% -$108K 1.18% 42
2022
Q3 		$3.23M Buy
23,808
+165
+0.7% +$26.7K 1.57% 34
2022
Q2 		$3.81M Buy
23,643
+10
+0% +$1.93K 1.79% 28
2022
Q1 		$5.25M Buy
23,633
+10,141
+75% +$2.53M 2.43% 16
2021
Q4 		$4.54M Buy
+13,492
New +$4.48M 1.95% 25
2021
Q3 		– Sell
-623
Closed -$217K – 63
2021
Q2 		$217K Buy
+623
New +$200K 0.11% 62

Other funds holding META

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Lorne Steinberg Wealth Management's META Position: Q1 2026 in Review

Lorne Steinberg Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 27% in Q1 2026, selling an estimated $2.39M and leaving 9,972 shares worth $5.71M. The position accounts for 1.35% of the portfolio, ranked #35.

Lorne Steinberg Wealth Management first reported a position in META in Q2 2021 and has held it in 19 quarters since. The position peaked at $12.2M in Q4 2024. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Lorne Steinberg Wealth Management held 9,972 shares of Meta Platforms (Facebook) worth $5.71M as of Q1 2026.
  • Lorne Steinberg Wealth Management sold 3,723 Meta Platforms (Facebook) shares in Q1 2026, an estimated $2.39M.
  • Meta Platforms (Facebook) made up 1.35% of Lorne Steinberg Wealth Management's portfolio in Q1 2026, its #35 holding.
  • Lorne Steinberg Wealth Management first reported a position in Meta Platforms (Facebook) in Q2 2021 and has held it in 19 quarters since.
  • Lorne Steinberg Wealth Management's Meta Platforms (Facebook) position peaked at $12.2M in Q4 2024.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Lorne Steinberg Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.