Meta Platforms, Inc.
MX ˙ BMV ˙ US30303M1027
SecurityMX:META / Meta Platforms, Inc.
InstitutionLyell Wealth Management, Lp
Latest Disclosed Ownership55,116 shares
Latest Disclosed Value $ 31,533,517
Lyell Wealth Management, Lp reports 1.87% increase in ownership of META / Meta Platforms, Inc.

On May 7, 2026 - Lyell Wealth Management, Lp filed a 13F-HR form disclosing ownership of 55,116 shares of Meta Platforms, Inc. (MX:META) valued at $31,533,517 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 54,105 shares of Meta Platforms, Inc.. This represents a change in shares of 1.87% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-07 2026-03-31 13F META PLATFORMS INC CL A Stock 30303M102 55,116 1,011 1.87 31,534 -11.71 2.3173
2026-02-11 2025-12-31 13F META PLATFORMS INC CL A Stock 30303M102 54,105 2,245 4.33 35,714 -6.22 2.5861
2025-11-06 2025-09-30 13F META PLATFORMS INC CL A Stock 30303M102 51,860 134 0.26 38,085 -0.25 2.8289
2025-07-29 2025-06-30 13F META PLATFORMS INC CL A Stock 30303M102 51,726 1,465 2.91 38,178 31.79 3.0155
2025-05-08 2025-03-31 13F META PLATFORMS INC CL A Stock 30303M102 50,261 792 1.60 28,969 0.01 2.7078
2025-02-03 2024-12-31 13F META PLATFORMS INC CL A Stock 30303M102 49,469 339 0.69 28,965 2.99 2.5964
2024-10-23 2024-09-30 13F META PLATFORMS INC CL A Stock 30303M102 49,130 650 1.34 28,124 15.05 2.5572
2024-08-08 2024-06-30 13F META PLATFORMS INC CL A Stock 30303M102 48,480 3,756 8.40 24,445 12.56 2.3339
2024-05-03 2024-03-31 13F META PLATFORMS INC CL A Stock 30303M102 44,724 -273 -0.61 21,717 36.35 2.2081
2024-02-02 2023-12-31 13F META PLATFORMS INC CL A Stock 30303M102 44,997 8 0.02 15,927 17.93 1.8107
2023-10-31 2023-09-30 13F META PLATFORMS INC CL A Stock 30303M102 44,989 -538 -1.18 13,506 3.38 1.8164
2023-08-04 2023-06-30 13F META PLATFORMS INC CL A Stock 30303M102 45,527 345 0.76 13,065 36.45 1.6698
2023-05-03 2023-03-31 13F META PLATFORMS INC CL A Stock 30303M102 45,182 -355 -0.78 9,576 74.76 1.3404
2023-01-24 2022-12-31 13F META PLATFORMS INC CL A Stock 30303M102 45,537 -4,584 -9.15 5,480 -19.43 0.8655
2022-10-24 2022-09-30 13F META PLATFORMS INC CL A Stock 30303M102 50,121 -8,284 -14.18 6,800 -27.80 1.1578
2022-07-28 2022-06-30 13F META PLATFORMS CL A 30303M102 58,405 1,081 1.89 9,418 -26.12 1.5359
2022-05-04 2022-03-31 13F META PLATFORMS CL A 30303M102 57,324 1,448 2.59 12,747 -32.18 1.6406
2022-02-08 2021-12-31 13F META PLATFORMS CL A 30303M102 55,876 -794 -1.40 18,794 -2.28 2.1452
2021-11-10 2021-09-30 13F FACEBOOK CL A 30303M102 56,670 -1,322 -2.28 19,233 -4.62 2.3391
2021-08-09 2021-06-30 13F FACEBOOK CL A 30303M102 57,992 1,167 2.05 20,164 20.48 2.4959
2021-05-07 2021-03-31 13F FACEBOOK CL A 30303M102 56,825 8,574 17.77 16,737 26.99 2.4381
2021-02-04 2020-12-31 13F FACEBOOK CL A 30303M102 48,251 3,875 8.73 13,180 13.41 2.1050
2020-11-04 2020-09-30 13F FACEBOOK CL A 30303M102 44,376 760 1.74 11,622 17.35 2.1773
2020-07-30 2020-06-30 13F FACEBOOK CL A 30303M102 43,616 3,045 7.51 9,904 46.36 2.1726
2020-05-11 2020-03-31 13F FACEBOOK CL A 30303M102 40,571 1,972 5.11 6,767 -14.58 2.0230
2020-02-05 2019-12-31 13F FACEBOOK CL A 30303M102 38,599 -1,505 -3.75 7,922 10.92 2.1152
2019-11-06 2019-09-30 13F FACEBOOK CL A 30303M102 40,104 314 0.79 7,142 -6.99 2.1464
2019-08-01 2019-06-30 13F FACEBOOK CL A 30303M102 39,790 617 1.58 7,679 17.60 2.3149
2019-05-06 2019-03-31 13F FACEBOOK CL A 30303M102 39,173 -1,429 -3.52 6,530 22.68 2.1799
2019-02-09 2018-12-31 13F Facebook CL A 30303M102 40,602 -249 -0.61 5,323 -20.77 2.2225
2018-10-30 2018-09-30 13F Facebook CL A 30303M102 40,851 1,050 2.64 6,718 -13.14 2.2619
2018-07-27 2018-06-30 13F Facebook CL A 30303M102 39,801 -129 -0.32 7,734 21.22 2.8268
2018-05-04 2018-03-31 13F Facebook CL A 30303M102 39,930 -2,366 -5.59 6,380 -14.52 2.3604
2018-01-30 2017-12-31 13F Facebook CL A 30303M102 42,296 -180 -0.42 7,464 2.84 2.9644
2017-10-26 2017-09-30 13F Facebook CL A 30303M102 42,476 -1,004 -2.31 7,258 10.56 3.1343
2017-07-27 2017-06-30 13F Facebook CL A 30303M102 43,480 2,201 5.33 6,565 11.95 3.1949
2017-05-08 2017-03-31 13F Facebook Equity 30303M102 41,279 7,108 20.80 5,864 49.17 3.1729
2017-02-13 2016-12-31 13F Facebook Common Class A 30303M102 34,171 34,171 3,931 2.4423
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.