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CapWealth Advisors, LLC

SEC CIK
0001531809
Latest filing
Jul 28, 2026

META holding history

Meta Platforms, Inc. in every 13F filed by CapWealth Advisors, 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 2026 holdings

Shares (Q2 2026)
754
Value
$424.7K
% of portfolio
<0.1%
Quarters held
15
Since Q2 2021
Holdings of META by CapWealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026754$424.7K<0.1%−628−45.4%ReducedHolders
Q1 20261,382$790.7K0.1%−44−3.1%ReducedHolders
Q4 20251,426$941.3K0.1%+13+0.9%AddedHolders
Q3 20251,413$1.04M0.1%−413−22.6%ReducedHolders
Q2 20251,826$1.35M0.1%−9−0.5%ReducedHolders
Q1 20251,835$1.06M0.1%+1,054+135.0%AddedHolders
Q4 2024781$457.3K0.1%+37+5.0%AddedHolders
Q3 2024744$425.9K<0.1%00.0%UnchangedHolders
Q2 2024744$375.1K<0.1%00.0%UnchangedHolders
Q1 2024744$361.3K<0.1%00.0%UnchangedHolders
Q4 2023744$263.3K<0.1%00.0%UnchangedHolders
Q3 2023744$223.4K<0.1%+744NewHolders
Q1 20220$00.0%−609−100.0%Sold outHolders
Q4 2021609$205.0K<0.1%−30−4.7%ReducedHolders
Q3 2021639$217.0K<0.1%00.0%UnchangedHolders
Q2 2021639$222.0K<0.1%+639NewHolders