LOWM
META icon

Laurel Oak Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Laurel Oak Wealth Management’s Portfolio META Stock Details META Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.87M Sell
12,190
-2,476
-17% -$1.51M 1% 25
2026
Q1 		$8.39M Buy
14,666
+4,060
+38% +$2.6M 1.41% 17
2025
Q4 		$7M Buy
+10,606
New +$7.08M 1.18% 22

Other funds holding META

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Laurel Oak Wealth Management's META Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 17% in Q2 2026, selling an estimated $1.51M and leaving 12,190 shares worth $6.87M. The position accounts for 1% of the portfolio, ranked #25.

Laurel Oak Wealth Management first reported a position in META in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.39M in Q1 2026. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Laurel Oak Wealth Management held 12,190 shares of Meta Platforms (Facebook) worth $6.87M as of Q2 2026.
  • Laurel Oak Wealth Management sold 2,476 Meta Platforms (Facebook) shares in Q2 2026, an estimated $1.51M.
  • Meta Platforms (Facebook) made up 1% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Laurel Oak Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's Meta Platforms (Facebook) position peaked at $8.39M in Q1 2026.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.