META — META PLATFORMS INC

Ownership history in PETERSON WEALTH MANAGEMENT  ·  4 quarters on record

This page tracks every 13F SEC filing in which PETERSON WEALTH MANAGEMENT reported a position in META PLATFORMS INC (META). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.21% (2025 Q4)
Avg. % of fund
1.17%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 4,498 +257 +6.1% 2.21% $3.0M $659.53
2025 Q3 ADDED 4,241 +3,756 +774.4% 2.16% $3.1M $733.15
2025 Q1 ADDED 485 +140 +40.6% 0.19% $280K $574.57
2024 Q4 INITIATED 345 — — 0.12% $202K $583.17
% of Fund (quarterly)    META price (monthly, adj. close)

Other funds also holding META

As of 2025 Q4 — sorted by position size

Newlands Management Operations LLC 3Y 33.34% GOBI CAPITAL LLC 3Y 7Y 22.47% Concentrum Wealth Management 3Y 7Y 21.77% RV Capital AG 3Y 7Y 20.95% OGBORNE CAPITAL MANAGEMENT, LLC 3Y 7Y 20.69% CAT ROCK CAPITAL MANAGEMENT LP 3Y 7Y 20.4% TB Alternative Assets Ltd. 3Y 7Y 18.72% Theleme Partners LLP 3Y 7Y 18.52% Altimeter Capital Management, LP 3Y 7Y 18.28% SP Asset Management LLC 3Y 17.9%
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