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LPWM LLC’s Meta Platforms (Facebook) META Stock Holding History

LPWM LLC’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 		$390K Hold
693
– – 0.09% 75
2026
Q1 		$396K Hold
693
– – 0.1% 70
2025
Q4 		$457K Buy
693
+242
+54% +$162K 0.12% 68
2025
Q3 		$331K Hold
451
– – 0.09% 70
2025
Q2 		$333K Hold
451
– – 0.1% 69
2025
Q1 		$260K Hold
451
– – 0.08% 72
2024
Q4 		$264K Hold
451
– – 0.08% 70
2024
Q3 		$263K Hold
451
– – 0.09% 69
2024
Q2 		$239K Buy
+451
New +$219K 0.08% 67

Other funds holding META

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

LPWM LLC's META Position: Q2 2026 in Review

LPWM LLC held its Meta Platforms (Facebook) (META) position steady in Q2 2026 at 693 shares worth $390K. The position accounts for 0.09% of the portfolio, ranked #75.

LPWM LLC first reported a position in META in Q2 2024 and has held it in 9 quarters since. The position peaked at $457K in Q4 2025. 5,062 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • LPWM LLC held 693 shares of Meta Platforms (Facebook) worth $390K as of Q2 2026.
  • LPWM LLC left its Meta Platforms (Facebook) share count unchanged in Q2 2026.
  • Meta Platforms (Facebook) made up 0.09% of LPWM LLC's portfolio in Q2 2026, its #75 holding.
  • LPWM LLC first reported a position in Meta Platforms (Facebook) in Q2 2024 and has held it in 9 quarters since.
  • LPWM LLC's Meta Platforms (Facebook) position peaked at $457K in Q4 2025.
  • 5,062 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on LPWM LLC's 13F filing for Q2 2026, filed 24 Jul 2026.