META β€” META PLATFORMS INC

Ownership history in BROWN, LISLE/CUMMINGS, INC.  Β·  7 quarters on record

AI Ownership Summary

BROWN, LISLE/CUMMINGS, INC. reported META PLATFORMS INC (META) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 1.71% in 2025 Q2. The latest visible filing shows META at 1.55% 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 BROWN, LISLE/CUMMINGS, INC.'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
2025 Q4

META was reported at 1.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.71% in 2025 Q2

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

Time in book
Holding Window
2024 Q2 to 2025 Q4

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.

How BROWN, LISLE/CUMMINGS, INC. held META β€” position size vs. price
% of Fund (quarterly)    META price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 9,506 +825 +9.5% 1.55% $6.3M 2026-02-14 (Est.) $639.22
2025 Q3 REDUCED 8,681 -20 -0.2% 1.64% $6.4M 2025-10-10 $704.12
2025 Q2 ADDED 8,701 +250 +3.0% 1.71% $6.4M 2025-07-16 $701.26
2025 Q1 ADDED 8,451 +635 +8.1% 1.41% $4.9M 2025-04-22 $498.72
2024 Q4 REDUCED 7,816 -144 -1.8% 1.37% $4.6M 2025-01-27 $657.24
2024 Q3 UNCHANGED 7,960 β€” 0% 1.38% $4.6M 2024-10-18 $573.70
2024 Q2 INITIATED 7,960 β€” β€” 1.31% $4.0M 2024-07-17 $459.33

FAQ About BROWN, LISLE/CUMMINGS, INC. and META

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

How long has BROWN, LISLE/CUMMINGS, INC. reported owning META?

BROWN, LISLE/CUMMINGS, INC. reported META across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported META position in BROWN, LISLE/CUMMINGS, INC.'s portfolio?

The largest reported portfolio weight for META was 1.71% in 2025 Q2.

What is the latest reported META position on this page?

The most recent filing on this page is 2025 Q4, when BROWN, LISLE/CUMMINGS, INC. reported 9,506 shares, equal to 1.55% of portfolio, with an estimated market value of $6.3M.

What does the chart on this META ownership page compare?

The chart compares BROWN, LISLE/CUMMINGS, INC.'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.

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