Meta Platforms, Inc.
MX ˙ BMV ˙ US30303M1027
SecurityMX:META / Meta Platforms, Inc.
InstitutionWilliams Jones Wealth Management, LLC.
Latest Disclosed Ownership99,809 shares
Latest Disclosed Value $ 57,103,723
Williams Jones Wealth Management, LLC. reports 33.24% increase in ownership of META / Meta Platforms, Inc.

On May 5, 2026 - Williams Jones Wealth Management, LLC. filed a 13F-HR form disclosing ownership of 99,809 shares of Meta Platforms, Inc. (MX:META) valued at $57,103,723 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 74,908 shares of Meta Platforms, Inc.. This represents a change in shares of 33.24% 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)
2026-05-05 2026-03-31 13F META PLATFORMS CS 30303M102 99,809 24,901 33.24 57,104 15.49 0.4940
2026-02-13 2025-12-31 13F META PLATFORMS CS 30303M102 74,908 47,266 170.99 49,446 143.59 0.5586
2025-11-14 2025-09-30 13F META PLATFORMS CS 30303M102 27,642 10,805 64.17 20,300 63.35 0.2323
2025-08-14 2025-06-30 13F META PLATFORMS CS 30303M102 16,837 -6,252 -27.08 12,427 -6.61 0.1486
2025-05-15 2025-03-31 13F META PLATFORMS CS 30303M102 23,089 5,986 35.00 13,308 32.90 0.1701
2025-02-14 2024-12-31 13F META PLATFORMS CS 30303M102 17,103 3,121 22.32 10,014 25.12 0.1208
2024-11-14 2024-09-30 13F META PLATFORMS CS 30303M102 13,982 6,365 83.56 8,004 108.41 0.0938
2024-08-05 2024-06-30 13F META PLATFORMS CS 30303M102 7,617 1,829 31.60 3,841 36.65 0.0477
2024-05-07 2024-03-31 13F META PLATFORMS CS 30303M102 5,788 -253 -4.19 2,811 31.43 0.0358
2024-02-14 2023-12-31 13F META PLATFORMS CS 30303M102 6,041 1,256 26.25 2,138 48.89 0.0299
2023-11-14 2023-09-30 13F META PLATFORMS CS 30303M102 4,785 610 14.61 1,437 19.87 0.0221
2023-08-14 2023-06-30 13F META PLATFORMS CS 30303M102 4,175 575 15.97 1,198 57.22 0.0179
2023-05-15 2023-03-31 13F META PLATFORMS CS 30303M102 3,600 -2,957 -45.10 763 -3.42 0.0120
2023-02-14 2022-12-31 13F META PLATFORMS CS 30303M102 6,557 -119,212 -94.79 789 -95.38 0.0132
2022-11-14 2022-09-30 13F META PLATFORMS CS 30303M102 125,769 -6,773 -5.11 17,064 -20.16 0.2970
2022-08-15 2022-06-30 13F META PLATFORMS CS 30303M102 132,542 -3,453 -2.54 21,372 -29.33 0.3459
2022-05-16 2022-03-31 13F META PLATFORMS CS 30303M102 135,995 -43,066 -24.05 30,240 -49.79 0.4213
2022-02-14 2021-12-31 13F META PLATFORMS CS 30303M102 179,061 -4,744 -2.58 60,227 -3.45 0.7524
2021-11-15 2021-09-30 13F META PLATFORMS CS 30303M102 183,805 -5,056 -2.68 62,382 -5.01 0.8729
2021-08-16 2021-06-30 13F FACEBOOK INC CL A CS 30303M102 188,861 -1,414 -0.74 65,669 17.18 0.9184
2021-05-17 2021-03-31 13F FACEBOOK INC CL A CS 30303M102 190,275 -879 -0.46 56,042 7.33 0.8765
2021-02-16 2020-12-31 13F FACEBOOK INC CL A CS 30303M102 191,154 -2,294 -1.19 52,216 3.06 0.8515
2020-11-13 2020-09-30 13F FACEBOOK INC CL A CS 30303M102 193,448 -6,473 -3.24 50,664 11.60 0.9370
2020-08-14 2020-06-30 13F FACEBOOK INC CL A CS 30303M102 199,921 47,050 30.78 45,396 78.03 0.9297
2020-05-15 2020-03-31 13F FACEBOOK INC CL A CS 30303M102 152,871 -7,288 -4.55 25,499 -22.43 0.6658
2020-02-14 2019-12-31 13F FACEBOOK INC CL A CS 30303M102 160,159 -3,542 -2.16 32,873 12.76 0.6289
2019-11-14 2019-09-30 13F FACEBOOK INC CL A CS 30303M102 163,701 163,701 29,152 0.5983
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.