Current position

Terry Smith’s Meta (META) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Fundsmith LLPVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ1 2019Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares6.80MHighest verified quarter-end share count
Quarters reported30Verified quarters with shares above zero
What happened?

Fundsmith LLP first reported Meta in Q1 2019. The reported position was increased and reduced across later filings. Fundsmith LLP currently reports 1.05M shares. The latest verified filing showed: Sold 20.4% of the position.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
Sold 20.4% of the position−269.50K shares · 1.05M shares remained
Filing context

Quarter-end price $563.29 · Estimated holding basis $178.34

Q1 2026
Sold 3.1% of the position−42.16K shares · 1.32M shares remained
Filing context

Quarter-end price $572.13 · Estimated holding basis $178.34

Q4 2025
Sold 12.5% of the position−195.13K shares · 1.36M shares remained
Filing context

Quarter-end price $660.09 · Estimated holding basis $178.34

Q3 2025
Sold 56.3% of the position−2.01M shares · 1.56M shares remained
Filing context

Quarter-end price $734.38 · Estimated holding basis $178.34

Q2 2025
Sold 8.1% of the position−315.04K shares · 3.57M shares remained
Filing context

Quarter-end price $738.09 · Estimated holding basis $178.34

Q1 2025
Sold 14.9% of the position−677.56K shares · 3.88M shares remained
Filing context

Quarter-end price $576.36 · Estimated holding basis $178.34

2 unchanged quarters are collapsed by default.

Portfolio importance

How important is Meta in Fundsmith LLP’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Current portfolio weight4.3%Q2 2026
Current rank#11of 41 reported positions
Peak portfolio weight11.4%Q2 2025
Best historical rank#1Q4 2024
At peak importanceQ2 2025
META
11.4%
Largest holding
11.4%
Cross-investor discovery

Who else owns Meta?

Also reported by 9 other tracked investors in their latest verified filings.

Bill AckmanPershing Square Capital Management
META9.2% of reported portfolio
Pat DorseyDorsey Asset Management LLC
META7.2% of reported portfolio
Chase ColemanTiger Global Management LLC
META6.6% of reported portfolio
Explore Meta across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$665.752026-09-18

Market context only; not an investor transaction price.

Latest filing quarter-end price$563.29Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$178.34Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

View Meta stock page →

This tracker follows Fundsmith LLP’s reported positions. Form 13F reports quarter-end positions and is filed later; it does not disclose exact trade dates or execution prices.