Abacus Wealth Partners, LLC META — META PLATFORMS INC

Ownership history in Abacus Wealth Partners, LLC  ·  9 quarters on record

AI Ownership Summary

Abacus Wealth Partners, LLC reported META PLATFORMS INC (META) in 9 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.32% in 2025 Q4. The latest visible filing shows META at 0.26% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this META ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Abacus Wealth Partners, LLC's position in META PLATFORMS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

META was reported at 0.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

META stock page Abacus Wealth Partners, LLC fund profile Abacus Wealth Partners, LLC full holdings
How Abacus Wealth Partners, LLC held META — position size vs. price
% of Fund (quarterly)    META price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 5,021 +65 +1.3% 0.26% $2.9M 2026-04-24 $675.03
2025 Q4 ADDED — — — 4,956 +4,189 +546.2% 0.32% $3.3M 2026-02-05 $669.64
2025 Q3 REDUCED — — — 767 -16 -2.0% 0.08% $563K 2025-11-12 $607.99
2025 Q2 ADDED — — — 783 +173 +28.4% 0.09% $578K 2025-07-14 $719.23
2025 Q1 ADDED — — — 610 +120 +24.5% 0.05% $352K 2025-05-08 $596.15
2024 Q4 REDUCED 16.2% -1.5% ✅ 490 -95 -16.2% 0.04% $287K 2025-01-16 $608.86
2024 Q3 ADDED — — — 585 +164 +39.0% 0.05% $335K 2024-10-03 $579.97
2024 Q2 REDUCED 42.5% +13.6% ❌ 421 -311 -42.5% 0.04% $212K 2024-07-11 $509.75
2023 Q4 INITIATED — — — 732 — — 0.04% $259K 2024-02-07 $465.93

🏢 Other funds also holding META

As of 2026 Q1 — sorted by position size

AG Asset Advisory, LLC 40.88% Concentrum Wealth Management 3Y 7Y 19.78% SP Asset Management LLC 3Y 17.23% Rubicon Global Capital Ltd 16.66% TB Alternative Assets Ltd. 3Y 7Y 16.05% TenCore Partners, LP 3Y 16.03% OPTIMAS CAPITAL Ltd 3Y 15.62% QVR LLC 3Y 11.71% Draper Asset Management, LLC 3Y 11.24% HOEY INVESTMENTS, INC 3Y 10.54%

FAQ About Abacus Wealth Partners, LLC and META

These are the practical questions this page is built to answer before you even open the full history table.

How long has Abacus Wealth Partners, LLC reported owning META?

Abacus Wealth Partners, LLC reported META across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported META position in Abacus Wealth Partners, LLC's portfolio?

The largest reported portfolio weight for META was 0.32% in 2025 Q4.

What is the latest reported META position on this page?

The most recent filing on this page is 2026 Q1, when Abacus Wealth Partners, LLC reported 5,021 shares, equal to 0.26% of portfolio, with an estimated market value of $2.9M.

What does the chart on this META ownership page compare?

The chart compares Abacus Wealth Partners, LLC's quarterly META portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Abacus Wealth Partners, LLC time their META position?

Based on 13F filing dates vs. subsequent META price moves, Abacus Wealth Partners, LLC correctly timed 5 out of 8 reported position changes (62%).

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