SEC 13F Intelligence

Joel Isaacson & Co., LLC / META

Joel Isaacson & Co., LLC’s Meta Platforms Inc Position

Does Joel Isaacson & Co., LLC own Meta Platforms Inc (META)? Yes — 54.6K shares worth $31M (+1.04% of its 13F portfolio) as of Q1 2026, down from 55.7K shares the prior filed quarter.

Position Value
$31M
Q1 2026
Shares
54.6K
% of Portfolio
+1.04%
Quarters Held
30
currently held

Position History META

Reported value by quarter
Q4 ’18: $14MQ4 ’18Q1 ’19: $16MQ2 ’19: $18MQ3 ’19: $16MQ4 ’19: $13MQ4 ’19Q1 ’20: $10MQ2 ’20: $13MQ3 ’20: $15MQ4 ’20: $16MQ4 ’20Q1 ’21: $17MQ2 ’21: $18MQ3 ’21: $18MQ4 ’21: $18MQ4 ’21Q1 ’22: $11MQ2 ’22: $9MQ3 ’22: $7MQ4 ’22: $6MQ4 ’22Q1 ’23: $11MQ2 ’23: $13MQ3 ’23: $14MQ4 ’23: $16MQ4 ’23Q1 ’24: $21MQ2 ’24: $22MQ3 ’24: $26MQ4 ’24: $27MQ4 ’24Q1 ’25: $27MQ2 ’25: $34MQ3 ’25: $39MQ4 ’25: $37MQ4 ’25Q1 ’26: $31Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202654.6K$31M+1.04%
Q4 202555.7K$37M+1.21%
Q3 202552.4K$39M+1.39%
Q2 202546.5K$34M+1.40%
Q1 202546.7K$27M+1.22%
Q4 202446.4K$27M+1.23%
Q3 202446.0K$26M+1.26%
Q2 202443.6K$22M+1.16%
Q1 202443.7K$21M+1.16%
Q4 202345.0K$16M+0.98%
Q3 202345.1K$14M+0.93%
Q2 202344.8K$13M+0.86%
Q1 202350.2K$11M+0.76%
Q4 202252.2K$6M+0.48%
Q3 202252.8K$7M+0.62%
Q2 202252.8K$9M+0.72%
Q1 202254.4K$11M+0.84%
Q4 202154.7K$18M+1.26%
Q3 202152.6K$18M+1.35%
Q2 202153.2K$18M+1.44%
Q1 202158.3K$17M+1.51%
Q4 202058.2K$16M+1.56%
Q3 202058.6K$15M+1.99%
Q2 202057.5K$13M+1.86%
Q1 202062.1K$10M+1.80%
Q4 201962.7K$13M+1.69%
Q3 201989.5K$16M+2.27%
Q2 201990.9K$18M+2.55%
Q1 201996.0K$16M+2.33%
Q4 201896.9K$14M+2.21%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Joel Isaacson & Co., LLC’s full portfolio or all institutional holders of META.