SEC 13F Intelligence

Clifford Swan Investment Counsel LLC / META

Clifford Swan Investment Counsel LLC’s Meta Platforms Inc Position

Does Clifford Swan Investment Counsel LLC own Meta Platforms Inc (META)? Yes — 31.3K shares worth $18M (+0.61% of its 13F portfolio) as of Q1 2026, down from 33.3K shares the prior filed quarter.

Position Value
$18M
Q1 2026
Shares
31.3K
% of Portfolio
+0.61%
Quarters Held
30
currently held

Position History META

Reported value by quarter
Q4 ’18: $1MQ4 ’18Q1 ’19: $2MQ2 ’19: $2MQ3 ’19: $2MQ4 ’19: $2MQ4 ’19Q1 ’20: $3MQ2 ’20: $5MQ3 ’20: $6MQ4 ’20: $6MQ4 ’20Q1 ’21: $14MQ2 ’21: $14MQ3 ’21: $13MQ4 ’21: $14MQ4 ’21Q1 ’22: $11MQ2 ’22: $10MQ3 ’22: $8MQ4 ’22: $8MQ4 ’22Q1 ’23: $12MQ2 ’23: $16MQ3 ’23: $12MQ4 ’23: $14MQ4 ’23Q1 ’24: $17MQ2 ’24: $18MQ3 ’24: $18MQ4 ’24: $18MQ4 ’24Q1 ’25: $18MQ2 ’25: $23MQ3 ’25: $23MQ4 ’25: $22MQ4 ’25Q1 ’26: $18Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202631.3K$18M+0.61%
Q4 202533.3K$22M+0.73%
Q3 202531.1K$23M+0.76%
Q2 202531.0K$23M+0.81%
Q1 202531.1K$18M+0.66%
Q4 202431.0K$18M+0.65%
Q3 202431.0K$18M+0.63%
Q2 202436.1K$18M+0.68%
Q1 202435.9K$17M+0.65%
Q4 202338.7K$14M+0.53%
Q3 202339.7K$12M+0.50%
Q2 202354.0K$16M+0.63%
Q1 202358.7K$12M+0.52%
Q4 202262.7K$8M+0.33%
Q3 202260.6K$8M+0.39%
Q2 202259.0K$10M+0.41%
Q1 202247.9K$11M+0.39%
Q4 202141.0K$14M+0.48%
Q3 202139.3K$13M+0.48%
Q2 202139.5K$14M+0.54%
Q1 202146.7K$14M+0.57%
Q4 202023.3K$6M+0.28%
Q3 202023.0K$6M+0.29%
Q2 202023.2K$5M+0.27%
Q1 202019.5K$3M+0.20%
Q4 20198.7K$2M+0.09%
Q3 20198.6K$2M+0.08%
Q2 20199.2K$2M+0.09%
Q1 20199.1K$2M+0.08%
Q4 20188.6K$1M+0.07%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Clifford Swan Investment Counsel LLC’s full portfolio or all institutional holders of META.