LWM
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Lyell Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Lyell Wealth Management’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 		$31.5M Buy
55,116
+1,011
+2% +$648K 2.32% 7
2025
Q4 		$35.7M Buy
54,105
+2,245
+4% +$1.5M 2.59% 6
2025
Q3 		$38.1M Buy
51,860
+134
+0.3% +$99.7K 2.83% 4
2025
Q2 		$38.2M Buy
51,726
+1,465
+3% +$905K 3.02% 3
2025
Q1 		$29M Buy
50,261
+792
+2% +$511K 2.71% 5
2024
Q4 		$29M Buy
49,469
+339
+0.7% +$199K 2.6% 5
2024
Q3 		$28.1M Buy
49,130
+650
+1% +$334K 2.56% 5
2024
Q2 		$24.4M Buy
48,480
+3,756
+8% +$1.83M 2.33% 7
2024
Q1 		$21.7M Sell
44,724
-273
-0.6% -$122K 2.21% 6
2023
Q4 		$15.9M Buy
44,997
+8
+0% +$2.6K 1.81% 12
2023
Q3 		$13.5M Sell
44,989
-538
-1% -$162K 1.82% 11
2023
Q2 		$13.1M Buy
45,527
+345
+0.8% +$85.1K 1.67% 14
2023
Q1 		$9.58M Sell
45,182
-355
-0.8% -$60.5K 1.34% 23
2022
Q4 		$5.48M Sell
45,537
-4,584
-9% -$538K 0.87% 46
2022
Q3 		$6.8M Sell
50,121
-8,284
-14% -$1.34M 1.16% 27
2022
Q2 		$9.42M Buy
58,405
+1,081
+2% +$209K 1.54% 17
2022
Q1 		$12.7M Buy
57,324
+1,448
+3% +$362K 1.64% 14
2021
Q4 		$18.8M Sell
55,876
-794
-1% -$264K 2.15% 9
2021
Q3 		$19.2M Sell
56,670
-1,322
-2% -$476K 2.34% 7
2021
Q2 		$20.2M Buy
57,992
+1,167
+2% +$374K 2.5% 7
2021
Q1 		$16.7M Buy
56,825
+8,574
+18% +$2.31M 2.44% 6
2020
Q4 		$13.2M Buy
48,251
+3,875
+9% +$1.06M 2.11% 9
2020
Q3 		$11.6M Buy
44,376
+760
+2% +$196K 2.18% 11
2020
Q2 		$9.9M Buy
43,616
+3,045
+8% +$636K 2.17% 10
2020
Q1 		$6.77M Buy
40,571
+1,972
+5% +$386K 2.02% 10
2019
Q4 		$7.92M Sell
38,599
-1,505
-4% -$292K 2.12% 8
2019
Q3 		$7.14M Buy
40,104
+314
+0.8% +$59.7K 2.15% 9
2019
Q2 		$7.68M Buy
39,790
+617
+2% +$113K 2.31% 6
2019
Q1 		$6.53M Sell
39,173
-1,429
-4% -$227K 2.18% 9
2018
Q4 		$5.32M Sell
40,602
-249
-0.6% -$36.1K 2.22% 10
2018
Q3 		$6.72M Buy
40,851
+1,050
+3% +$190K 2.26% 6
2018
Q2 		$7.73M Sell
39,801
-129
-0.3% -$23.3K 2.83% 5
2018
Q1 		$6.38M Sell
39,930
-2,366
-6% -$425K 2.36% 5
2017
Q4 		$7.46M Sell
42,296
-180
-0.4% -$31.8K 2.96% 3
2017
Q3 		$7.26M Sell
42,476
-1,004
-2% -$168K 3.13% 3
2017
Q2 		$6.57M Buy
43,480
+2,201
+5% +$327K 3.19% 3
2017
Q1 		$5.86M Buy
41,279
+7,108
+21% +$950K 3.17% 3
2016
Q4 		$3.93M Buy
+34,171
New +$4.2M 2.44% 3

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

Lyell Wealth Management's META Position: Q1 2026 in Review

Lyell Wealth Management increased its Meta Platforms (Facebook) (META) stake by 1.9% in Q1 2026, buying an estimated $648K and bringing the position to 55,116 shares worth $31.5M. The position accounts for 2.32% of the portfolio, ranked #7.

Lyell Wealth Management first reported a position in META in Q4 2016 and has held it in 38 quarters since. The position peaked at $38.2M in Q2 2025. 5,069 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Lyell Wealth Management held 55,116 shares of Meta Platforms (Facebook) worth $31.5M as of Q1 2026.
  • Lyell Wealth Management bought 1,011 Meta Platforms (Facebook) shares in Q1 2026, an estimated $648K.
  • Meta Platforms (Facebook) made up 2.32% of Lyell Wealth Management's portfolio in Q1 2026, its #7 holding.
  • Lyell Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2016 and has held it in 38 quarters since.
  • Lyell Wealth Management's Meta Platforms (Facebook) position peaked at $38.2M in Q2 2025.
  • 5,069 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.