META Meta Platforms Inc

Ownership history in J. Stern & Co. LLP  ·  9 quarters on record

AI Ownership Summary

J. Stern & Co. LLP reported Meta Platforms Inc (META) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 7.25% in 2025 Q3. The latest visible filing shows META at 5.94% 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 J. Stern & Co. LLP'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 5.94% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.25% in 2025 Q3

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 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 J. Stern & Co. LLP held META — position size vs. price
% of Fund (quarterly)    META price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 69,650,056 +69,519,638 +53305.2% 5.94% $69.7M 2026-02-14 (Est.) $639.22
2025 Q3 ADDED 130,418 +2,942 +2.3% 7.25% $95.8M 2025-11-14 $608.44
2025 Q2 ADDED 127,476 +4,008 +3.2% 7.22% $84.6M 2025-08-14 $780.30
2025 Q1 ADDED 123,468 +11,099 +9.9% 6.82% $71.2M 2025-05-14 $657.31
2024 Q4 REDUCED 112,369 -5,795 -4.9% 6.20% $65.8M 2025-02-14 $733.73
2024 Q3 ADDED 118,164 +6,858 +6.2% 7.21% $67.6M 2024-11-13 $577.22
2024 Q2 ADDED 111,306 +4,487 +4.2% 6.68% $56.1M 2024-08-14 $523.73
2024 Q1 ADDED 106,819 +27,651 +34.9% 6.57% $51.9M 2024-05-15 $478.30
2023 Q4 INITIATED 79,168 5.63% $30.9M 2024-02-13 $456.54

FAQ About J. Stern & Co. LLP and META

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

How long has J. Stern & Co. LLP reported owning META?

J. Stern & Co. LLP reported META across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported META position in J. Stern & Co. LLP's portfolio?

The largest reported portfolio weight for META was 7.25% in 2025 Q3.

What is the latest reported META position on this page?

The most recent filing on this page is 2025 Q4, when J. Stern & Co. LLP reported 69,650,056 shares, equal to 5.94% of portfolio, with an estimated market value of $69.7M.

What does the chart on this META ownership page compare?

The chart compares J. Stern & Co. LLP'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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