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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.37M Sell
2,432
-141
-5% -$86.2K 0.44% 52
2026
Q1
$1.47M Hold
2,573
0.51% 46
2025
Q4
$1.7M Buy
2,573
+115
+5% +$76.8K 0.58% 42
2025
Q3
$1.81M Sell
2,458
-5
-0.2% -$3.72K 0.62% 44
2025
Q2
$1.82M Buy
2,463
+5
+0.2% +$3.09K 0.65% 45
2025
Q1
$1.42M Buy
2,458
+4
+0.2% +$2.58K 0.52% 52
2024
Q4
$1.44M Buy
2,454
+10
+0.4% +$5.87K 0.53% 50
2024
Q3
$1.4M Sell
2,444
-12
-0.5% -$6.17K 0.5% 52
2024
Q2
$1.24M Sell
2,456
-16
-0.6% -$7.78K 0.45% 53
2024
Q1
$1.2M Buy
2,472
+6
+0.2% +$2.68K 0.45% 53
2023
Q4
$873K Hold
2,466
0.35% 57
2023
Q3
$740K Hold
2,466
0.32% 60
2023
Q2
$708K Hold
2,466
0.29% 61
2023
Q1
$523K Sell
2,466
-700
-22% -$119K 0.23% 68
2022
Q4
$381K Hold
3,166
0.17% 75
2022
Q3
$430K Buy
+3,166
New +$513K 0.21% 71
2022
Q2
Sell
-3,083
Closed -$686K 124
2022
Q1
$686K Sell
3,083
-4
-0.1% -$1K 0.27% 64
2021
Q4
$1.04M Buy
3,087
+81
+3% +$26.9K 0.4% 55
2021
Q3
$1.01M Sell
3,006
-25
-0.8% -$9K 0.42% 56
2021
Q2
$1.05M Buy
+3,031
New +$972K 0.44% 56
2021
Q1
Sell
-3,060
Closed -$836K 75
2020
Q4
$836K Sell
3,060
-4
-0.1% -$1.1K 0.41% 55
2020
Q3
$852K Buy
3,064
+6
+0.2% +$1.55K 0.45% 52
2020
Q2
$694K Sell
3,058
-15
-0.5% -$3.13K 0.41% 54
2020
Q1
$513K Buy
3,073
+25
+0.8% +$4.89K 0.37% 59
2019
Q4
$626K Hold
3,048
0.35% 63
2019
Q3
$543K Buy
3,048
+37
+1% +$7.03K 0.33% 65
2019
Q2
$609K Sell
3,011
-132
-4% -$24.1K 0.38% 60
2019
Q1
$524K Sell
3,143
-185
-6% -$29.4K 0.35% 58
2018
Q4
$436K Sell
3,328
-270
-8% -$39.1K 0.32% 63
2018
Q3
$592K Hold
3,598
0.36% 64
2018
Q2
$699K Sell
3,598
-200
-5% -$36.1K 0.48% 56
2018
Q1
$607K Buy
3,798
+81
+2% +$14.5K 0.47% 58
2017
Q4
$656K Buy
+3,717
New +$657K 0.5% 50

Other funds holding META

Oak Asset Management's META Position: Q2 2026 in Review

Oak Asset Management reduced its Meta Platforms (Facebook) (META) stake by 5.5% in Q2 2026, selling an estimated $86.2K and leaving 2,432 shares worth $1.37M. The position accounts for 0.44% of the portfolio, ranked #52.

Oak Asset Management first reported a position in META in Q4 2017 and has held it in 33 quarters since. The position peaked at $1.82M in Q2 2025. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Oak Asset Management held 2,432 shares of Meta Platforms (Facebook) worth $1.37M as of Q2 2026.
  • Oak Asset Management sold 141 Meta Platforms (Facebook) shares in Q2 2026, an estimated $86.2K.
  • Meta Platforms (Facebook) made up 0.44% of Oak Asset Management's portfolio in Q2 2026, its #52 holding.
  • Oak Asset Management first reported a position in Meta Platforms (Facebook) in Q4 2017 and has held it in 33 quarters since.
  • Oak Asset Management's Meta Platforms (Facebook) position peaked at $1.82M in Q2 2025.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

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