LMKC
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L.M. Kohn & Company’s Meta Platforms (Facebook) META Stock Holding History

L.M. Kohn & Company’s Portfolio META Stock Details META Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$319K Sell
434
-2,330
-84% -$1.73M 0.38% 82
2025
Q2 		$2.04M Sell
2,764
-965
-26% -$596K 0.55% 30
2025
Q1 		$2.15M Buy
3,729
+26
+0.7% +$16.8K 0.56% 32
2024
Q4 		$2.17M Buy
3,703
+424
+13% +$249K 0.56% 35
2024
Q3 		$1.88M Buy
3,279
+343
+12% +$176K 0.48% 39
2024
Q2 		$1.48M Buy
2,936
+770
+36% +$374K 0.4% 43
2024
Q1 		$1.05M Buy
2,166
+147
+7% +$65.6K 0.3% 68
2023
Q4 		$715K Buy
2,019
+733
+57% +$239K 0.23% 92
2023
Q3 		$386K Buy
+1,286
New +$387K 0.14% 137
2022
Q4 		– Sell
-6,560
Closed -$891K – 226
2022
Q3 		$891K Sell
6,560
-2,244
-25% -$364K 0.44% 54
2022
Q2 		$1.42M Sell
8,804
-102
-1% -$19.7K 0.66% 33
2022
Q1 		$1.98M Buy
+8,906
New +$2.23M 0.76% 26

Other funds holding META

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

L.M. Kohn & Company's META Position: Q3 2025 in Review

L.M. Kohn & Company reduced its Meta Platforms (Facebook) (META) stake by 84% in Q3 2025, selling an estimated $1.73M and leaving 434 shares worth $319K. The position accounts for 0.38% of the portfolio, ranked #82.

L.M. Kohn & Company first reported a position in META in Q1 2022 and has held it in 12 quarters since. The position peaked at $2.17M in Q4 2024. 4,912 funds tracked by Wall St. Rank hold META as of Q3 2025.

  • L.M. Kohn & Company held 434 shares of Meta Platforms (Facebook) worth $319K as of Q3 2025.
  • L.M. Kohn & Company sold 2,330 Meta Platforms (Facebook) shares in Q3 2025, an estimated $1.73M.
  • Meta Platforms (Facebook) made up 0.38% of L.M. Kohn & Company's portfolio in Q3 2025, its #82 holding.
  • L.M. Kohn & Company first reported a position in Meta Platforms (Facebook) in Q1 2022 and has held it in 12 quarters since.
  • L.M. Kohn & Company's Meta Platforms (Facebook) position peaked at $2.17M in Q4 2024.
  • 4,912 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.