Lumbard & Kellner’s Meta Platforms (Facebook) META Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $330K | Buy |
586
+118
| +25% | +$72.2K | 0.1% | 87 |
|
|
2026
Q1 | $268K | Hold |
468
| – | – | 0.09% | 88 |
|
|
2025
Q4 | $309K | Hold |
468
| – | – | 0.11% | 84 |
|
|
2025
Q3 | $344K | Buy |
+468
| New | +$348K | 0.13% | 79 |
|
|
2023
Q4 | – | Sell |
-35
| Closed | -$10.5K | – | 64 |
|
|
2023
Q3 | $10.5K | Buy |
+35
| New | +$10.5K | 0.01% | 55 |
|
|
2023
Q2 | – | Sell |
-15,811
| Closed | -$3.74M | – | 78 |
|
|
2023
Q1 | $3.74M | Hold |
15,811
| – | – | 1.88% | 18 |
|
|
2022
Q4 | $1.9M | Sell |
15,811
-27,383
| -63% | -$3.22M | 0.93% | 38 |
|
|
2022
Q3 | $5.86M | Buy |
43,194
+12,155
| +39% | +$1.97M | 3.02% | 7 |
|
|
2022
Q2 | $5M | Hold |
31,039
| – | – | 2.55% | 12 |
|
|
2022
Q1 | $6.9M | Buy |
31,039
+11,976
| +63% | +$2.99M | 2.69% | 10 |
|
|
2021
Q4 | $6.01M | Sell |
19,063
-369
| -2% | -$123K | 2.27% | 17 |
|
|
2021
Q3 | $6.59M | Sell |
19,432
-48
| -0.2% | -$17.3K | 2.59% | 11 |
|
|
2021
Q2 | $6.77M | Sell |
19,480
-19
| -0.1% | -$6.09K | 2.62% | 14 |
|
|
2021
Q1 | $6.29M | Buy |
19,499
+585
| +3% | +$158K | 2.21% | 14 |
|
|
2020
Q4 | $4.91M | Buy |
18,914
+1,206
| +7% | +$331K | 1.93% | 18 |
|
|
2020
Q3 | $4.66M | Sell |
17,708
-8,876
| -33% | -$2.29M | 2.3% | 10 |
|
|
2020
Q2 | $6.04M | Sell |
26,584
-679
| -2% | -$142K | 3.47% | 5 |
|
|
2020
Q1 | $4.55M | Sell |
27,263
-470
| -2% | -$92K | 3.05% | 8 |
|
|
2019
Q4 | $5.69M | Buy |
27,733
+95
| +0.3% | +$18.4K | 2.94% | 11 |
|
|
2019
Q3 | $4.92M | Sell |
27,638
-1,942
| -7% | -$369K | 2.7% | 12 |
|
|
2019
Q2 | $5.71M | Buy |
29,580
+13
| +0% | +$2.38K | 3.07% | 12 |
|
|
2019
Q1 | $4.93M | Buy |
29,567
+600
| +2% | +$95.4K | 2.75% | 12 |
|
|
2018
Q4 | $3.8M | Sell |
28,967
-672
| -2% | -$97.4K | 2.3% | 17 |
|
|
2018
Q3 | $4.87M | Buy |
29,639
+10,546
| +55% | +$1.91M | 2.54% | 13 |
|
|
2018
Q2 | $3.71M | Buy |
19,093
+17,781
| +1,355% | +$3.21M | 2.17% | 19 |
|
|
2018
Q1 | $210K | Sell |
1,312
-215
| -14% | -$38.6K | 0.12% | 59 |
|
|
2017
Q4 | $269K | Sell |
1,527
-85
| -5% | -$15K | 0.14% | 62 |
|
|
2017
Q3 | $275K | Hold |
1,612
| – | – | 0.15% | 67 |
|
|
2017
Q2 | $243K | Sell |
1,612
-312
| -16% | -$46.4K | 0.14% | 65 |
|
|
2017
Q1 | $273K | Buy |
+1,924
| New | +$257K | 0.16% | 65 |
|
Other funds holding META
Lumbard & Kellner's META Position: Q2 2026 in Review
Lumbard & Kellner increased its Meta Platforms (Facebook) (META) stake by 25% in Q2 2026, buying an estimated $72.2K and bringing the position to 586 shares worth $330K. The position accounts for 0.1% of the portfolio, ranked #87.
Lumbard & Kellner first reported a position in META in Q1 2017 and has held it in 30 quarters since. The position peaked at $6.9M in Q1 2022. 5,038 funds tracked by Wall St. Rank hold META as of Q2 2026.
- Lumbard & Kellner held 586 shares of Meta Platforms (Facebook) worth $330K as of Q2 2026.
- Lumbard & Kellner bought 118 Meta Platforms (Facebook) shares in Q2 2026, an estimated $72.2K.
- Meta Platforms (Facebook) made up 0.1% of Lumbard & Kellner's portfolio in Q2 2026, its #87 holding.
- Lumbard & Kellner first reported a position in Meta Platforms (Facebook) in Q1 2017 and has held it in 30 quarters since.
- Lumbard & Kellner's Meta Platforms (Facebook) position peaked at $6.9M in Q1 2022.
- 5,038 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.
Based on Lumbard & Kellner's 13F filing for Q2 2026, filed 6 Aug 2026.