META — META PLATFORMS INC

Ownership history in Morton Capital Management LLC/CA  ·  11 quarters on record

AI Ownership Summary

Morton Capital Management LLC/CA reported META PLATFORMS INC (META) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.33% in 2025 Q2. The latest visible filing shows META at 0.22% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this META ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Morton Capital Management LLC/CA'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 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.33% 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
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 Morton Capital Management LLC/CA fund profile Morton Capital Management LLC/CA full holdings
How Morton Capital Management LLC/CA 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 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 2,550 -540 -17.5% 0.22% $1.5M 2026-04-21 $668.84
2025 Q4 ADDED 3,090 +409 +15.3% 0.31% $2.0M 2026-02-03 $691.11
2025 Q3 ADDED 2,681 +141 +5.6% 0.32% $2.0M 2025-10-24 $737.13
2025 Q2 REDUCED 2,540 -113 -4.3% 0.33% $1.9M 2025-07-23 $711.91
2025 Q1 ADDED 2,653 +242 +10.0% 0.30% $1.5M 2025-04-17 $499.92
2024 Q4 ADDED 2,411 +64 +2.7% 0.27% $1.4M 2025-01-15 $614.65
2024 Q3 ADDED 2,347 +469 +25.0% 0.26% $1.3M 2024-10-09 $587.68
2024 Q2 REDUCED 1,878 -57 -2.9% 0.22% $947K 2024-07-12 $496.00
2024 Q1 REDUCED 1,935 -39 -2.0% 0.25% $940K 2024-04-12 $508.45
2023 Q4 ADDED 1,974 +78 +4.1% 0.21% $699K 2024-01-18 $373.20
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding META

As of 2026 Q1 — sorted by position size

TB Alternative Assets Ltd. 3Y 7Y 16.05% QVR LLC 3Y 11.71% Draper Asset Management, LLC 3Y 11.24% HAMILTON CAPITAL PARTNERS, LLC 9.8% Div Capital Phoenix Assets Ltd 9.76% FOUNDERS CAPITAL MANAGEMENT, LLC 3Y 7Y 8.7% BURR FINANCIAL SERVICES, LLC 7.75% R.H. Dinel Investment Counsel, Inc. 3Y 7Y 7.32% BENNETT SELBY INVESTMENTS LP 3Y 7.13% Neumann Advisory Hong Kong Ltd 3Y 7Y 6.95%

FAQ About Morton Capital Management LLC/CA and META

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

How long has Morton Capital Management LLC/CA reported owning META?

Morton Capital Management LLC/CA reported META across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported META position in Morton Capital Management LLC/CA's portfolio?

The largest reported portfolio weight for META was 0.33% in 2025 Q2.

What is the latest reported META position on this page?

The most recent filing on this page is 2026 Q1, when Morton Capital Management LLC/CA reported 2,550 shares, equal to 0.22% of portfolio, with an estimated market value of $1.5M.

What does the chart on this META ownership page compare?

The chart compares Morton Capital Management LLC/CA'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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