Live Oak Private Wealth’s Meta Platforms (Facebook) META Stock Holding History

Live Oak Private Wealth’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 Q1	$780K	Buy	1,364 +228	+20%	+$146K	0.11%	109
2025 Q4	$750K	Buy	1,136 +22	+2%	+$14.7K	0.1%	110
2025 Q3	$818K	Sell	1,114 -23	-2%	-$17.1K	0.11%	109
2025 Q2	$839K	Buy	1,137 +190	+20%	+$117K	0.13%	112
2025 Q1	$546K	Sell	947 -70	-7%	-$45.2K	0.09%	123
2024 Q4	$595K	Buy	1,017 +10	+1%	+$5.87K	0.1%	114
2024 Q3	$576K	Buy	1,007 +22	+2%	+$11.3K	0.09%	116
2024 Q2	$497K	Buy	985 +5	+0.5%	+$2.43K	0.09%	119
2024 Q1	$476K	Hold	980	–	–	0.08%	115
2023 Q4	$347K	Sell	980 -1	-0.1%	-$326	0.07%	123
2023 Q3	$295K	Hold	981	–	–	0.06%	124
2023 Q2	$282K	Buy	+981	New	+$242K	0.06%	131
2020 Q2	–	Sell	-2,153	Closed	-$359K	–	140
2020 Q1	$359K	Hold	2,153	–	–	0.37%	47
2019 Q4	$442K	Buy	+2,153	New	+$417K	0.43%	43

Other funds holding META

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Live Oak Private Wealth's META Position: Q1 2026 in Review

Live Oak Private Wealth increased its Meta Platforms (Facebook) (META) stake by 20% in Q1 2026, buying an estimated $146K and bringing the position to 1,364 shares worth $780K. The position accounts for 0.11% of the portfolio, ranked #109.

Live Oak Private Wealth first reported a position in META in Q4 2019 and has held it in 14 quarters since. The position peaked at $839K in Q2 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

Live Oak Private Wealth held 1,364 shares of Meta Platforms (Facebook) worth $780K as of Q1 2026.
Live Oak Private Wealth bought 228 Meta Platforms (Facebook) shares in Q1 2026, an estimated $146K.
Meta Platforms (Facebook) made up 0.11% of Live Oak Private Wealth's portfolio in Q1 2026, its #109 holding.
Live Oak Private Wealth first reported a position in Meta Platforms (Facebook) in Q4 2019 and has held it in 14 quarters since.
Live Oak Private Wealth's Meta Platforms (Facebook) position peaked at $839K in Q2 2025.
5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Live Oak Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.