LPL Financial’s Meta Platforms (Facebook) META Stock Holding History

LPL Financial’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	$5.72M	Buy	10,000 +6,900	+223%	+$4.42M	﹤0.01%	2507
2025 Q4	$2.05M	Buy	3,100 +2,200	+244%	+$1.47M	﹤0.01%	3397
2025 Q3	$661K	Sell	900 -100	-10%	-$74.4K	﹤0.01%	4394
2025 Q2	$738K	Hold	1,000	–	–	﹤0.01%	4026
2025 Q1	$576K	Sell	1,000 -600	-38%	-$387K	﹤0.01%	4034
2024 Q4	$937K	Buy	1,600 +500	+45%	+$293K	﹤0.01%	3542
2024 Q3	$630K	Sell	1,100 -3,300	-75%	-$1.7M	﹤0.01%	3806
2024 Q2	$2.22M	Buy	4,400 +4,391	+48,789%	+$2.13M	﹤0.01%	2510
2024 Q1	$437K	Buy	+9	New	+$4.01K	﹤0.01%	3894
2021 Q4	–	Sell	-5,100	Closed	-$1.73M	–	4413
2021 Q3	$1.73M	Buy	5,100 +4,500	+750%	+$1.62M	﹤0.01%	2160
2021 Q2	$209K	Buy	+600	New	+$192K	﹤0.01%	3877

Other funds holding META

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

LPL Financial's META Position: Q1 2026 in Review

LPL Financial increased its Meta Platforms (Facebook) (META) stake by 1.7% in Q1 2026, buying an estimated $32.6M and bringing the position to 3,087,517 shares worth $1.77B. The position accounts for 0.47% of the portfolio, ranked #38.

LPL Financial first reported a position in META in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.11B in Q3 2025. 5,066 funds tracked by Wall St. Rank hold META as of Q1 2026.

LPL Financial held 3,087,517 shares of Meta Platforms (Facebook) worth $1.77B as of Q1 2026.
LPL Financial bought 50,848 Meta Platforms (Facebook) shares in Q1 2026, an estimated $32.6M.
Meta Platforms (Facebook) made up 0.47% of LPL Financial's portfolio in Q1 2026, its #38 holding.
LPL Financial first reported a position in Meta Platforms (Facebook) in Q2 2013 and has held it in 52 quarters since.
LPL Financial's Meta Platforms (Facebook) position peaked at $2.11B in Q3 2025.
5,066 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.