LFS
META icon

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

Lutz Financial Services’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 		$453K Sell
791
-47
-6% -$30.1K 0.03% 81
2025
Q4 		$553K Buy
838
+18
+2% +$12K 0.04% 75
2025
Q3 		$602K Buy
820
+30
+4% +$22.3K 0.04% 71
2025
Q2 		$583K Sell
790
-26
-3% -$16.1K 0.05% 69
2025
Q1 		$470K Buy
816
+42
+5% +$27.1K 0.04% 71
2024
Q4 		$453K Sell
774
-32
-4% -$18.8K 0.04% 72
2024
Q3 		$461K Sell
806
-19
-2% -$9.78K 0.04% 70
2024
Q2 		$416K Sell
825
-31
-4% -$15.1K 0.04% 72
2024
Q1 		$416K Buy
856
+31
+4% +$13.8K 0.04% 72
2023
Q4 		$292K Sell
825
-68
-8% -$22.1K 0.03% 75
2023
Q3 		$268K Buy
893
+1
+0.1% +$301 0.03% 72
2023
Q2 		$256K Buy
+892
New +$220K 0.03% 74

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

Lutz Financial Services's META Position: Q1 2026 in Review

Lutz Financial Services reduced its Meta Platforms (Facebook) (META) stake by 5.6% in Q1 2026, selling an estimated $30.1K and leaving 791 shares worth $453K. The position accounts for 0.03% of the portfolio, ranked #81.

Lutz Financial Services first reported a position in META in Q2 2023 and has held it in 12 quarters since. The position peaked at $602K in Q3 2025. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Lutz Financial Services held 791 shares of Meta Platforms (Facebook) worth $453K as of Q1 2026.
  • Lutz Financial Services sold 47 Meta Platforms (Facebook) shares in Q1 2026, an estimated $30.1K.
  • Meta Platforms (Facebook) made up 0.03% of Lutz Financial Services's portfolio in Q1 2026, its #81 holding.
  • Lutz Financial Services first reported a position in Meta Platforms (Facebook) in Q2 2023 and has held it in 12 quarters since.
  • Lutz Financial Services's Meta Platforms (Facebook) position peaked at $602K in Q3 2025.
  • 5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Lutz Financial Services's 13F filing for Q1 2026, filed 4 May 2026.