Meta Platforms, Inc.
MX ˙ BMV ˙ US30303M1027
SecurityMX:META / Meta Platforms, Inc.
InstitutionJackson Wealth Management, LLC
Latest Disclosed Ownership22,255 shares
Latest Disclosed Value $ 12,733,000
Jackson Wealth Management, LLC reports 0.83% increase in ownership of META / Meta Platforms, Inc.

On May 11, 2026 - Jackson Wealth Management, LLC filed a 13F-HR form disclosing ownership of 22,255 shares of Meta Platforms, Inc. (MX:META) valued at $12,733,000 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 22,071 shares of Meta Platforms, Inc.. This represents a change in shares of 0.83% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-11 2026-03-31 13F META PLATFORMS INC CL A META 30303M102 22,255 184 0.83 12,733 -12.60 1.2857
2026-01-20 2025-12-31 13F META PLATFORMS INC CL A META 30303M102 22,071 3,316 17.68 14,569 5.78 1.4186
2025-10-03 2025-09-30 13F META PLATFORMS INC CL A META 30303M102 18,755 322 1.75 13,773 1.23 1.3772
2025-07-21 2025-06-30 13F META PLATFORMS INC CL A META 30303M102 18,433 6,554 55.17 13,605 98.70 1.4805
2025-04-29 2025-03-31 13F META PLATFORMS INC CL A META 30303M102 11,879 -614 -4.91 6,847 -6.40 0.8318
2025-01-27 2024-12-31 13F META PLATFORMS INC CL A META 30303M102 12,493 2,069 19.85 7,315 22.59 0.8295
2024-10-22 2024-09-30 13F META PLATFORMS INC CL A META 30303M102 10,424 4,355 71.76 5,967 95.00 0.7123
2024-07-01 2024-06-30 13F META PLATFORMS INC CL A META 30303M102 6,069 4,836 392.21 3,060 410.85 0.6561
2024-06-11 2024-03-31 13F META PLATFORMS INC CL A META 30303M102 1,233 1,233 599 0.0748
2024-02-14 2023-12-31 13F META PLATFORMS INC CL A META 30303M102 0 -671 -100.00 0 -100.00
2023-11-14 2023-09-30 13F META PLATFORMS INC CL A META 30303M102 671 671 201 0.0287
2022-08-01 2022-06-30 13F META PLATFORMS CL A 30303M102 0 -25,854 -100.00 0 -100.00
2022-05-05 2022-03-31 13F META PLATFORMS CL A 30303M102 25,854 -15,082 -36.84 5,749 -58.25 0.7981
2022-02-09 2021-12-31 13F META PLATFORMS CL A 30303M102 40,936 793 1.98 13,769 8,614.56 1.7425
2021-12-10 2021-09-30 13F FACEBOOK CL A 30303M102 40,143 -9,802 -19.63 158 -99.09 1.9145
2021-08-03 2021-06-30 13F FACEBOOK CL A 30303M102 49,945 4,310 9.44 17,366 29.20 2.1971
2021-04-12 2021-03-31 13F FACEBOOK CL A 30303M102 45,635 21,304 87.56 13,441 102.24 2.0149
2021-02-02 2020-12-31 13F FACEBOOK CL A 30303M102 24,331 1,647 7.26 6,646 11.87 0.9063
2020-10-13 2020-09-30 13F FACEBOOK CL A 30303M102 22,684 3,710 19.55 5,941 37.91 0.8903
2020-07-27 2020-06-30 13F FACEBOOK CL A 30303M102 18,974 1,587 9.13 4,308 16.12 0.7656
2020-05-13 2020-03-31 13F FACEBOOK CL A 30303M102 17,387 -16,526 -48.73 3,710 -49.80 0.7756
2020-02-04 2019-12-31 13F FACEBOOK CL A 30303M102 33,913 10,426 44.39 7,390 74.70 1.2264
2019-11-07 2019-09-30 13F FACEBOOK CL A 30303M102 23,487 8,304 54.69 4,230 41.85 0.8859
2019-07-12 2019-06-30 13F FACEBOOK CL A 30303M102 15,183 1,545 11.33 2,982 31.19 0.6486
2019-05-09 2019-03-31 13F FACEBOOK CL A 30303M102 13,638 -656 -4.59 2,273 20.71 0.5557
2019-01-24 2018-12-31 13F FACEBOOK CL A 30303M102 14,294 -1,357 -8.67 1,883 -26.85 0.5639
2018-11-14 2018-09-30 13F FACEBOOK CL A 30303M102 15,651 -9,473 -37.70 2,574 -52.89 0.5415
2018-08-08 2018-06-30 13F FACEBOOK CL A 30303M102 25,124 6,951 38.25 5,464 93.83 1.2724
2018-05-03 2018-03-31 13F FACEBOOK CL A 30303M102 18,173 18,173 2,819 0.7874
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.