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LVW Advisors’s Meta Platforms (Facebook) META Stock Holding History

LVW Advisors’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 		$5.67M Sell
10,071
-793
-7% -$485K 0.49% 34
2026
Q1 		$6.22M Buy
10,864
+1,323
+14% +$848K 0.59% 29
2025
Q4 		$6.3M Sell
9,541
-408
-4% -$272K 0.64% 27
2025
Q3 		$7.31M Buy
9,949
+294
+3% +$219K 0.75% 26
2025
Q2 		$7.13M Buy
9,655
+110
+1% +$68K 0.78% 24
2025
Q1 		$5.5M Buy
9,545
+1,028
+12% +$663K 0.66% 27
2024
Q4 		$4.99M Sell
8,517
-346
-4% -$203K 0.6% 32
2024
Q3 		$5.07M Buy
8,863
+1,077
+14% +$554K 0.65% 28
2024
Q2 		$3.93M Buy
7,786
+622
+9% +$302K 0.57% 30
2024
Q1 		$3.48M Buy
7,164
+834
+13% +$372K 0.59% 29
2023
Q4 		$2.24M Buy
6,330
+787
+14% +$256K 0.42% 46
2023
Q3 		$1.66M Buy
5,543
+1,276
+30% +$384K 0.34% 62
2023
Q2 		$1.22M Sell
4,267
-2,161
-34% -$533K 0.24% 79
2023
Q1 		$1.36M Buy
6,428
+317
+5% +$54K 0.27% 77
2022
Q4 		$735K Buy
6,111
+132
+2% +$15.5K 0.15% 109
2022
Q3 		$811K Sell
5,979
-205
-3% -$33.2K 0.18% 90
2022
Q2 		$997K Buy
6,184
+244
+4% +$47.1K 0.2% 82
2022
Q1 		$1.32M Buy
5,940
+340
+6% +$85K 0.22% 75
2021
Q4 		$1.88M Sell
5,600
-416
-7% -$138K 0.32% 64
2021
Q3 		$2.04M Buy
6,016
+253
+4% +$91.1K 0.35% 60
2021
Q2 		$2M Buy
5,763
+276
+5% +$88.5K 0.36% 59
2021
Q1 		$1.62M Buy
5,487
+422
+8% +$114K 0.31% 63
2020
Q4 		$1.38M Buy
5,065
+743
+17% +$204K 0.28% 61
2020
Q3 		$1.13M Sell
4,322
-531
-11% -$137K 0.25% 66
2020
Q2 		$1.1M Buy
4,853
+344
+8% +$71.8K 0.27% 62
2020
Q1 		$752K Buy
4,509
+190
+4% +$37.2K 0.2% 70
2019
Q4 		$886K Sell
4,319
-1
-0% -$194 0.2% 79
2019
Q3 		$769K Sell
4,320
-67
-2% -$12.7K 0.19% 77
2019
Q2 		$847K Buy
4,387
+75
+2% +$13.7K 0.23% 71
2019
Q1 		$719K Sell
4,312
-1,074
-20% -$171K 0.19% 77
2018
Q4 		$706K Sell
5,386
-188
-3% -$27.2K 0.24% 64
2018
Q3 		$917K Buy
5,574
+833
+18% +$151K 0.26% 67
2018
Q2 		$921K Buy
4,741
+205
+5% +$37K 0.29% 66
2018
Q1 		$725K Buy
4,536
+2,574
+131% +$462K 0.23% 69
2017
Q4 		$346K Buy
1,962
+59
+3% +$10.4K 0.1% 100
2017
Q3 		$325K Sell
1,903
-63
-3% -$10.5K 0.13% 108
2017
Q2 		$297K Sell
1,966
-264
-12% -$39.3K 0.1% 97
2017
Q1 		$317K Sell
2,230
-549
-20% -$73.4K 0.11% 96
2016
Q4 		$320K Buy
2,779
+504
+22% +$61.9K 0.11% 103
2016
Q3 		$292K Buy
2,275
+442
+24% +$54.9K 0.1% 109
2016
Q2 		$209K Sell
1,833
-471
-20% -$54.3K 0.08% 121
2016
Q1 		$263K Buy
2,304
+394
+21% +$41.6K 0.08% 124
2015
Q4 		$200K Buy
+1,910
New +$196K 0.08% 146

Other funds holding META

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

LVW Advisors's META Position: Q2 2026 in Review

LVW Advisors reduced its Meta Platforms (Facebook) (META) stake by 7.3% in Q2 2026, selling an estimated $485K and leaving 10,071 shares worth $5.67M. The position accounts for 0.49% of the portfolio, ranked #34.

LVW Advisors first reported a position in META in Q4 2015 and has held it in 43 quarters since. The position peaked at $7.31M in Q3 2025. 2,242 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • LVW Advisors held 10,071 shares of Meta Platforms (Facebook) worth $5.67M as of Q2 2026.
  • LVW Advisors sold 793 Meta Platforms (Facebook) shares in Q2 2026, an estimated $485K.
  • Meta Platforms (Facebook) made up 0.49% of LVW Advisors's portfolio in Q2 2026, its #34 holding.
  • LVW Advisors first reported a position in Meta Platforms (Facebook) in Q4 2015 and has held it in 43 quarters since.
  • LVW Advisors's Meta Platforms (Facebook) position peaked at $7.31M in Q3 2025.
  • 2,242 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.