Skip to main content

Montag & Caldwell, LLC

SEC CIK
0000067698
Latest filing
Aug 15, 2025

META holding history

Meta Platforms, Inc. in every 13F filed by Montag & Caldwell, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

META overviewAll 13F holders of METAFull Q2 2025 holdings

Shares (Q2 2025)
1,838
Value
$1.36M
% of portfolio
0.3%
Quarters held
11
Since Q1 2021
Holdings of META by Montag & Caldwell, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20251,838$1.36M0.3%+226+14.0%AddedHolders
Q1 20251,612$929.1K0.2%−64−3.8%ReducedHolders
Q4 20241,676$981.3K0.2%+48+2.9%AddedHolders
Q3 20241,628$931.9K0.2%−7−0.4%ReducedHolders
Q2 20241,635$824.4K0.2%00.0%UnchangedHolders
Q1 20241,635$793.9K0.1%+1,635NewHolders
Q2 20220$00.0%−1,687−100.0%Sold outHolders
Q1 20221,687$375.0K<0.1%−146,985−98.9%ReducedHolders
Q4 2021148,672$50.0M4.8%−18,205−10.9%ReducedHolders
Q3 2021166,877$56.6M5.2%−1,170−0.7%ReducedHolders
Q2 2021168,047$58.4M5.3%−9,649−5.4%ReducedHolders
Q1 2021177,696$52.3M4.8%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.