LWM Advisory Services’s Meta Platforms (Facebook) META Stock Holding History

LWM Advisory 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 Q2	$316K	Sell	561 -124	-18%	-$75.8K	0.56%	60
2026 Q1	$392K	Sell	685 -274	-29%	-$176K	0.42%	55
2025 Q4	$633K	Buy	959 +3	+0.3%	+$2K	0.37%	41
2025 Q3	$698K	Sell	956 -14	-1%	-$10.4K	0.41%	40
2025 Q2	$717K	Sell	970 -14	-1%	-$8.65K	0.49%	37
2025 Q1	$570K	Buy	984 +60	+6%	+$38.7K	0.4%	44
2024 Q4	$544K	Buy	924 +48	+5%	+$28.2K	0.38%	44
2024 Q3	$502K	Buy	876 +297	+51%	+$153K	0.37%	51
2024 Q2	$292K	Buy	579 +7	+1%	+$3.4K	0.25%	64
2024 Q1	$278K	Buy	+572	New	+$255K	0.22%	77
2022 Q4	–	Sell	-3,120	Closed	-$423K	–	114
2022 Q3	$423K	Sell	3,120 -285	-8%	-$46.2K	0.48%	63
2022 Q2	$553K	Sell	3,405 -366	-10%	-$70.6K	0.66%	46
2022 Q1	$844K	Sell	3,771 -640	-15%	-$160K	1.05%	18
2021 Q4	$1.48M	Buy	+4,411	New	+$1.46M	1.84%	9

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

LWM Advisory Services's META Position: Q2 2026 in Review

LWM Advisory Services reduced its Meta Platforms (Facebook) (META) stake by 18% in Q2 2026, selling an estimated $75.8K and leaving 561 shares worth $316K. The position accounts for 0.56% of the portfolio, ranked #60.

LWM Advisory Services first reported a position in META in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.48M in Q4 2021. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

LWM Advisory Services held 561 shares of Meta Platforms (Facebook) worth $316K as of Q2 2026.
LWM Advisory Services sold 124 Meta Platforms (Facebook) shares in Q2 2026, an estimated $75.8K.
Meta Platforms (Facebook) made up 0.56% of LWM Advisory Services's portfolio in Q2 2026, its #60 holding.
LWM Advisory Services first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 14 quarters since.
LWM Advisory Services's Meta Platforms (Facebook) position peaked at $1.48M in Q4 2021.
5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on LWM Advisory Services's 13F filing for Q2 2026, filed 3 Aug 2026.