Lugano Financial Advisors SA (LFA)’s Meta Platforms (Facebook) META Stock Holding History

Lugano Financial Advisors SA (LFA)’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	$264K	Hold	468	–	–	0.16%	67
2026 Q1	$268K	Hold	468	–	–	0.14%	65
2025 Q4	$309K	Hold	468	–	–	0.16%	61
2025 Q3	$344K	Sell	468 -5	-1%	-$3.72K	0.18%	56
2025 Q2	$349K	Buy	473 +228	+93%	+$141K	0.21%	53
2025 Q1	$141K	Sell	245 -109	-31%	-$70.3K	0.1%	90
2024 Q4	$207K	Buy	354 +50	+16%	+$29.3K	0.14%	71
2024 Q3	$174K	Buy	304 +19	+7%	+$9.78K	0.12%	82
2024 Q2	$144K	Hold	285	–	–	0.11%	79
2024 Q1	$138K	Buy	285 +195	+217%	+$87K	0.1%	87
2023 Q4	$31.9K	Sell	90 -125	-58%	-$40.7K	0.03%	123
2023 Q3	$64.5K	Sell	215 -563	-72%	-$170K	0.06%	105
2023 Q2	$223K	Buy	778 +195	+33%	+$48.1K	0.15%	70
2023 Q1	$124K	Sell	583 -182	-24%	-$31K	0.09%	58
2022 Q4	$92.1K	Sell	765 -765	-50%	-$89.8K	0.07%	74
2022 Q3	$208K	Buy	1,530 +765	+100%	+$124K	0.16%	64
2022 Q2	$123K	Hold	765	–	–	0.09%	68
2022 Q1	$171K	Sell	765 -280	-27%	-$70K	0.11%	68
2021 Q4	$351K	Buy	+1,045	New	+$347K	0.2%	51
2021 Q1	–	Sell	-834	Closed	-$228K	–	118
2020 Q4	$228K	Hold	834	–	–	0.18%	59
2020 Q3	$245K	Buy	+834	New	+$215K	0.23%	58
2019 Q2	$10K	Sell	51 -300	-85%	-$54.8K	0.01%	131
2019 Q1	$58K	Sell	351 -4,587	-93%	-$729K	0.03%	102
2018 Q4	$812K	Hold	4,938	–	–	0.56%	35
2018 Q3	$812K	Buy	4,938 +616	+14%	+$112K	0.56%	35
2018 Q2	$834K	Buy	+4,322	New	+$781K	0.8%	32

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

Lugano Financial Advisors SA (LFA)'s META Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) held its Meta Platforms (Facebook) (META) position steady in Q2 2026 at 468 shares worth $264K. The position accounts for 0.16% of the portfolio, ranked #67.

Lugano Financial Advisors SA (LFA) first reported a position in META in Q2 2018 and has held it in 26 quarters since. The position peaked at $834K in Q2 2018. 5,037 funds tracked by Wall St. Rank hold META as of Q2 2026.

Lugano Financial Advisors SA (LFA) held 468 shares of Meta Platforms (Facebook) worth $264K as of Q2 2026.
Lugano Financial Advisors SA (LFA) left its Meta Platforms (Facebook) share count unchanged in Q2 2026.
Meta Platforms (Facebook) made up 0.16% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #67 holding.
Lugano Financial Advisors SA (LFA) first reported a position in Meta Platforms (Facebook) in Q2 2018 and has held it in 26 quarters since.
Lugano Financial Advisors SA (LFA)'s Meta Platforms (Facebook) position peaked at $834K in Q2 2018.
5,037 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.