META β€” META PLATFORMS INC

Ownership history in RICHARDS, MERRILL & PETERSON, INC.  Β·  6 quarters on record

AI Ownership Summary

RICHARDS, MERRILL & PETERSON, INC. reported META PLATFORMS INC (META) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 2.03% in 2025 Q2. The latest visible filing shows META at 1.64% 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 RICHARDS, MERRILL & PETERSON, INC.'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 1.64% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.03% 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
2024 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.

How RICHARDS, MERRILL & PETERSON, INC. held META β€” position size vs. price
% of Fund (quarterly)    META price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 7,791 +1,025 +15.1% 1.64% $4.5M 2026-04-17 $688.55
2025 Q4 ADDED 6,766 +1,052 +18.4% 1.71% $4.5M 2026-01-27 $672.39
2025 Q3 REDUCED 5,714 -56 -1.0% 1.81% $4.2M 2025-10-16 $710.88
2025 Q2 ADDED 5,770 +508 +9.7% 2.03% $4.3M 2025-07-31 $771.63
2025 Q1 ADDED 5,262 +137 +2.7% 1.58% $3.0M 2025-05-07 $594.95
2024 Q4 INITIATED 5,125 β€” β€” 1.57% $3.0M 2025-02-13 $725.65

FAQ About RICHARDS, MERRILL & PETERSON, INC. and META

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

How long has RICHARDS, MERRILL & PETERSON, INC. reported owning META?

RICHARDS, MERRILL & PETERSON, INC. reported META across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported META position in RICHARDS, MERRILL & PETERSON, INC.'s portfolio?

The largest reported portfolio weight for META was 2.03% in 2025 Q2.

What is the latest reported META position on this page?

The most recent filing on this page is 2026 Q1, when RICHARDS, MERRILL & PETERSON, INC. reported 7,791 shares, equal to 1.64% of portfolio, with an estimated market value of $4.5M.

What does the chart on this META ownership page compare?

The chart compares RICHARDS, MERRILL & PETERSON, INC.'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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