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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
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 $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

LPWM LLC's META Position: Q1 2026 in Review

LPWM LLC held its Meta Platforms (Facebook) (META) position steady in Q1 2026 at 693 shares worth $396K. The position accounts for 0.1% of the portfolio, ranked #70.

LPWM LLC first reported a position in META in Q2 2024 and has held it in 8 quarters since. The position peaked at $457K in Q4 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • LPWM LLC held 693 shares of Meta Platforms (Facebook) worth $396K as of Q1 2026.
  • LPWM LLC left its Meta Platforms (Facebook) share count unchanged in Q1 2026.
  • Meta Platforms (Facebook) made up 0.1% of LPWM LLC's portfolio in Q1 2026, its #70 holding.
  • LPWM LLC first reported a position in Meta Platforms (Facebook) in Q2 2024 and has held it in 8 quarters since.
  • LPWM LLC's Meta Platforms (Facebook) position peaked at $457K in Q4 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on LPWM LLC's 13F filing for Q1 2026, filed 9 Apr 2026.