LAWOOD & CO META META PLATFORMS INC

Ownership history in LAWOOD & CO  ·  3 quarters on record

AI Ownership Summary

LAWOOD & CO reported META PLATFORMS INC (META) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.79% in 2025 Q4. The latest visible filing shows META at 0.45% 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 LAWOOD & CO'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 Q2

META was reported at 0.45% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.79% 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
2025 Q4 to 2026 Q2

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 LAWOOD & CO 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 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 1,180 -105 -8.2% 0.45% $665K 2026-07-13 $656.73
2026 Q1 ADDED 1,285 +22 +1.7% 0.68% $735K 2026-04-14 $661.88
2025 Q4 INITIATED 1,263 0.79% $834K 2026-02-05 $669.02

FAQ About LAWOOD & CO and META

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

How long has LAWOOD & CO reported owning META?

LAWOOD & CO reported META across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported META position in LAWOOD & CO's portfolio?

The largest reported portfolio weight for META was 0.79% in 2025 Q4.

What is the latest reported META position on this page?

The most recent filing on this page is 2026 Q2, when LAWOOD & CO reported 1,180 shares, equal to 0.45% of portfolio, with an estimated market value of $665K.

What does the chart on this META ownership page compare?

The chart compares LAWOOD & CO'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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