Lountzis Asset Management’s Meta Platforms (Facebook) META Stock Holding History

Lountzis Asset 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	$420K	Sell	745 -163	-18%	-$99.7K	0.13%	39
2026 Q1	$519K	Hold	908	–	–	0.19%	34
2025 Q4	$599K	Sell	908 -67	-7%	-$44.7K	0.21%	34
2025 Q3	$716K	Sell	975 -7	-0.7%	-$5.21K	0.23%	29
2025 Q2	$725K	Hold	982	–	–	0.26%	30
2025 Q1	$540K	Hold	982	–	–	0.2%	34
2024 Q4	$575K	Sell	982 -10	-1%	-$5.87K	0.24%	32
2024 Q3	$568K	Sell	992 -309	-24%	-$159K	0.24%	33
2024 Q2	$656K	Hold	1,301	–	–	0.31%	25
2024 Q1	$632K	Hold	1,301	–	–	0.3%	26
2023 Q4	$461K	Hold	1,301	–	–	0.25%	29
2023 Q3	$391K	Hold	1,301	–	–	0.22%	31
2023 Q2	$398K	Hold	1,301	–	–	0.22%	33
2023 Q1	$276K	Buy	+1,301	New	+$222K	0.16%	43
2021 Q4	–	Sell	-157	Closed	-$53.3K	–	66
2021 Q3	$53.3K	Buy	157 +57	+57%	+$20.5K	0.03%	56
2021 Q2	$34K	Hold	100	–	–	0.02%	61
2021 Q1	$29.5K	Hold	100	–	–	0.02%	61
2020 Q4	$27K	Hold	100	–	–	0.02%	61
2020 Q3	$26K	Hold	100	–	–	0.02%	53
2020 Q2	$23K	Buy	+100	New	+$20.9K	0.02%	54

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

Lountzis Asset Management's META Position: Q2 2026 in Review

Lountzis Asset Management reduced its Meta Platforms (Facebook) (META) stake by 18% in Q2 2026, selling an estimated $99.7K and leaving 745 shares worth $420K. The position accounts for 0.13% of the portfolio, ranked #39.

Lountzis Asset Management first reported a position in META in Q2 2020 and has held it in 20 quarters since. The position peaked at $725K in Q2 2025. 5,038 funds tracked by Wall St. Rank hold META as of Q2 2026.

Lountzis Asset Management held 745 shares of Meta Platforms (Facebook) worth $420K as of Q2 2026.
Lountzis Asset Management sold 163 Meta Platforms (Facebook) shares in Q2 2026, an estimated $99.7K.
Meta Platforms (Facebook) made up 0.13% of Lountzis Asset Management's portfolio in Q2 2026, its #39 holding.
Lountzis Asset Management first reported a position in Meta Platforms (Facebook) in Q2 2020 and has held it in 20 quarters since.
Lountzis Asset Management's Meta Platforms (Facebook) position peaked at $725K in Q2 2025.
5,038 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Lountzis Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.