John Armitage's META Position Overview
John Armitage (via Egerton Capital (Uk) Llp) currently holds 541.2K shares of Meta Platforms, Inc. (META) worth $397.42 M, representing 4.19% of the portfolio. First purchased in 2015-Q1, this long-term strategic position has been held for 43 quarters.
Based on 13F filings since 2013, John Armitage has maintained a long-term strategic position in META, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2015, adding 2.1M shares. Largest reduction occurred in Q4 2016, reducing 1.5M shares.
Analysis based on 13F filings available since 2013 Q2
John Armitage's Meta Platforms (META) Holding Value Over Time
Track share changes against reported price movement
Quarterly Meta Platforms (META) Trades by John Armitage
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2015 | +597,286 | New Buy | 597,286 | $82.22 |
| Q2 2015 | +2.06 M | Add 344.29% | 2.65 M | $85.77 |
| Q3 2015 | +1.59 M | Add 59.99% | 4.25 M | $89.90 |
| Q4 2015 | +946,993 | Add 22.31% | 5.19 M | $104.66 |
| Q1 2016 | +700,408 | Add 13.49% | 5.89 M | $114.10 |
| Q2 2016 | -307,291 | Reduce 5.21% | 5.59 M | $114.28 |
| Q3 2016 | -1.09 M | Reduce 19.53% | 4.49 M | $128.27 |
| Q4 2016 | -1.52 M | Reduce 33.71% | 2.98 M | $115.05 |
| Q1 2017 | -136,401 | Reduce 4.58% | 2.84 M | $142.05 |
| Q2 2017 | -969,972 | Reduce 34.12% | 1.87 M | $150.98 |
| Q3 2017 | +651,625 | Add 34.79% | 2.52 M | $170.87 |
| Q4 2017 | -217,921 | Reduce 8.63% | 2.31 M | $176.46 |
| Q1 2018 | -645,742 | Reduce 27.99% | 1.66 M | $159.79 |
| Q2 2018 | +592,856 | Add 35.69% | 2.25 M | $194.32 |
| Q3 2018 | -2.25 M | Sold Out | 2.25 M | $0.00 |
| Q2 2019 | +1.72 M | New Buy | 1.72 M | $193.00 |
| Q3 2019 | +227,862 | Add 13.21% | 1.95 M | $178.08 |
| Q4 2019 | -599,552 | Reduce 30.71% | 1.35 M | $205.25 |
| Q1 2020 | +1.12 M | Add 82.80% | 2.47 M | $166.80 |
| Q2 2020 | +162,661 | Add 6.58% | 2.64 M | $227.07 |
| Q3 2020 | +632,314 | Add 23.99% | 3.27 M | $261.90 |
| Q4 2020 | -544,705 | Reduce 16.67% | 2.72 M | $273.16 |
| Q1 2021 | +282,271 | Add 10.36% | 3.01 M | $294.53 |
| Q2 2021 | -546,902 | Reduce 18.20% | 2.46 M | $347.71 |
| Q3 2021 | -279,046 | Reduce 11.35% | 2.18 M | $339.39 |
| Q4 2021 | -1.42 M | Reduce 65.20% | 758,612 | $336.35 |
| Q1 2022 | -758,612 | Sold Out | 758,612 | $0.00 |
| Q1 2023 | +1.76 M | New Buy | 1.76 M | $211.94 |
| Q2 2023 | +95,015 | Add 5.41% | 1.85 M | $286.98 |
| Q3 2023 | +413,823 | Add 22.36% | 2.26 M | $300.21 |
| Q4 2023 | -463,330 | Reduce 20.46% | 1.8 M | $353.96 |
| Q1 2024 | -359,908 | Reduce 19.98% | 1.44 M | $485.58 |
| Q2 2024 | -101,472 | Reduce 7.04% | 1.34 M | $504.22 |
| Q3 2024 | -311,176 | Reduce 23.23% | 1.03 M | $572.44 |
| Q4 2024 | -227,047 | Reduce 22.08% | 801,442 | $585.51 |
| Q1 2025 | -58,987 | Reduce 7.36% | 742,455 | $576.36 |
| Q2 2025 | -191,160 | Reduce 25.75% | 551,295 | $738.09 |
| Q3 2025 | -10,128 | Reduce 1.84% | 541,167 | $734.38 |
John Armitage's Meta Platforms Investment FAQs
John Armitage first purchased Meta Platforms, Inc. (META) in Q1 2015, acquiring 597,286 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Armitage has held Meta Platforms, Inc. (META) for 43 quarters since Q1 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Armitage's largest addition to Meta Platforms, Inc. (META) was in Q2 2015, adding 2,653,693 shares worth $227.61 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, John Armitage's firm, Egerton Capital (Uk) Llp, owns 541,167 shares of Meta Platforms, Inc. (META), valued at approximately $397.42 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Meta Platforms, Inc. (META) represents approximately 4.19% of John Armitage's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Armitage's peak holding in Meta Platforms, Inc. (META) was 5,892,989 shares, as reported at the end of Q1 2016. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.