META — Facebook, Inc.

Ownership history in MOUNT VERNON ASSOCIATES INC /MD/  ·  42 quarters on record

AI Ownership Summary

MOUNT VERNON ASSOCIATES INC /MD/ reported Facebook, Inc. (META) in 42 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 7.18% in 2025 Q2. The latest visible filing shows META at 5.84% 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 MOUNT VERNON ASSOCIATES INC /MD/'s position in Facebook, 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 5.84% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.18% 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 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.

META stock page MOUNT VERNON ASSOCIATES INC /MD/ fund profile MOUNT VERNON ASSOCIATES INC /MD/ full holdings
How MOUNT VERNON ASSOCIATES INC /MD/ 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 13,154 +15 +0.1% 5.84% $8.7M 2026-02-14 (Est.) $639.22
2025 Q3 REDUCED 13,139 -330 -2.5% 6.74% $9.6M 2025-10-24 $737.13
2025 Q2 REDUCED 13,469 -61 -0.5% 7.18% $9.9M 2025-07-22 $703.16
2025 Q1 REDUCED 13,530 -65 -0.5% 6.36% $7.8M 2025-04-23 $518.65
2024 Q4 REDUCED 13,595 -24 -0.2% 6.20% $8.0M 2025-01-14 $591.88
2024 Q3 ADDED 13,619 +105 +0.8% 6.19% $7.8M 2024-10-15 $583.46
2024 Q2 REDUCED 13,514 -525 -3.7% 6.04% $6.8M 2024-07-19 $474.05
2024 Q1 REDUCED 14,039 -25 -0.2% 5.78% $6.8M 2024-04-22 $478.49
2023 Q4 REDUCED 14,064 -175 -1.2% 4.88% $5.0M 2024-01-26 $391.07
33 older quarters 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

Washington Trust Advisors, Inc. 3Y 3.32% Coastline Trust Co 3Y 7Y 2.58% STABLEFORD CAPITAL II LLC 3Y 2.1% HIGHLINE WEALTH PARTNERS LLC 2.01% WASHINGTON TRUST Co 3Y 7Y 1.46% Hickory Point Bank & Trust 1.41% Byrne Asset Management LLC 3Y 1.4% GAMMA Investing LLC 1.39% Miller Global Investments, LLC 1.28% Ridgewood Investments LLC 3Y 7Y 1.28%

FAQ About MOUNT VERNON ASSOCIATES INC /MD/ and META

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

How long has MOUNT VERNON ASSOCIATES INC /MD/ reported owning META?

MOUNT VERNON ASSOCIATES INC /MD/ reported META across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported META position in MOUNT VERNON ASSOCIATES INC /MD/'s portfolio?

The largest reported portfolio weight for META was 7.18% in 2025 Q2.

What is the latest reported META position on this page?

The most recent filing on this page is 2025 Q4, when MOUNT VERNON ASSOCIATES INC /MD/ reported 13,154 shares, equal to 5.84% of portfolio, with an estimated market value of $8.7M.

What does the chart on this META ownership page compare?

The chart compares MOUNT VERNON ASSOCIATES INC /MD/'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.

← Back to MOUNT VERNON ASSOCIATES INC /MD/ Holdings