Lutz Financial Services
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
Q3 		$574K Sell
791
-127
-14% -$79.3K 0.04% 76
2026
Q2 		$517K Buy
918
+127
+16% +$77.7K 0.03% 81
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% -$9.8K 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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Lutz Financial Services's META Position: Q3 2026 in Review

Lutz Financial Services reduced its Meta Platforms (Facebook) (META) stake by 14% in Q3 2026, selling an estimated $79.3K and leaving 791 shares worth $574K. The position accounts for 0.04% of the portfolio, ranked #76.

Lutz Financial Services first reported a position in META in Q2 2023 and has held it in 14 quarters since. The position peaked at $602K in Q3 2025. 3,565 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Lutz Financial Services held 791 shares of Meta Platforms (Facebook) worth $574K as of Q3 2026.
  • Lutz Financial Services sold 127 Meta Platforms (Facebook) shares in Q3 2026, an estimated $79.3K.
  • Meta Platforms (Facebook) made up 0.04% of Lutz Financial Services's portfolio in Q3 2026, its #76 holding.
  • Lutz Financial Services first reported a position in Meta Platforms (Facebook) in Q2 2023 and has held it in 14 quarters since.
  • Lutz Financial Services's Meta Platforms (Facebook) position peaked at $602K in Q3 2025.
  • 3,565 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Lutz Financial Services's 13F filing for Q3 2026, filed 6 Nov 2026.