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Oxford Financial Group’s Meta Platforms (Facebook) META Stock Holding History

Oxford Financial Group’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 		$1.83M Buy
3,200
+744
+30% +$477K 0.1% 64
2025
Q4 		$1.62M Sell
2,456
-1,902
-44% -$1.27M 0.09% 65
2025
Q3 		$3.2M Buy
4,358
+2,518
+137% +$1.87M 0.18% 45
2025
Q2 		$1.36M Sell
1,840
-287
-13% -$177K 0.08% 67
2025
Q1 		$1.23M Sell
2,127
-2,636
-55% -$1.7M 0.09% 68
2024
Q4 		$2.79M Buy
4,763
+105
+2% +$61.6K 0.18% 47
2024
Q3 		$2.67M Sell
4,658
-38
-0.8% -$19.6K 0.17% 49
2024
Q2 		$2.37M Buy
4,696
+395
+9% +$192K 0.16% 52
2024
Q1 		$2.09M Buy
4,301
+583
+16% +$260K 0.14% 50
2023
Q4 		$1.32M Buy
3,718
+62
+2% +$20.2K 0.1% 70
2023
Q3 		$1.1M Sell
3,656
-745
-17% -$224K 0.09% 73
2023
Q2 		$1.26M Buy
4,401
+2,732
+164% +$674K 0.12% 62
2023
Q1 		$354K Buy
+1,669
New +$284K 0.04% 132
2022
Q3 		– Sell
-1,879
Closed -$303K – 260
2022
Q2 		$303K Sell
1,879
-9
-0.5% -$1.74K 0.04% 147
2022
Q1 		$420K Buy
1,888
+400
+27% +$100K 0.05% 128
2021
Q4 		$500K Sell
1,488
-30
-2% -$9.96K 0.06% 124
2021
Q3 		$515K Sell
1,518
-127
-8% -$45.7K 0.07% 108
2021
Q2 		$572K Buy
1,645
+25
+2% +$8.02K 0.08% 105
2021
Q1 		$477K Sell
1,620
-102
-6% -$27.5K 0.07% 110
2020
Q4 		$470K Buy
1,722
+75
+5% +$20.6K 0.07% 105
2020
Q3 		$431K Sell
1,647
-649
-28% -$167K 0.07% 103
2020
Q2 		$521K Sell
2,296
-1,077
-32% -$225K 0.09% 90
2020
Q1 		$563K Buy
+3,373
New +$660K 0.11% 78

Other funds holding META

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Oxford Financial Group's META Position: Q1 2026 in Review

Oxford Financial Group increased its Meta Platforms (Facebook) (META) stake by 30% in Q1 2026, buying an estimated $477K and bringing the position to 3,200 shares worth $1.83M. The position accounts for 0.1% of the portfolio, ranked #64.

Oxford Financial Group first reported a position in META in Q1 2020 and has held it in 23 quarters since. The position peaked at $3.2M in Q3 2025. 5,069 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Oxford Financial Group held 3,200 shares of Meta Platforms (Facebook) worth $1.83M as of Q1 2026.
  • Oxford Financial Group bought 744 Meta Platforms (Facebook) shares in Q1 2026, an estimated $477K.
  • Meta Platforms (Facebook) made up 0.1% of Oxford Financial Group's portfolio in Q1 2026, its #64 holding.
  • Oxford Financial Group first reported a position in Meta Platforms (Facebook) in Q1 2020 and has held it in 23 quarters since.
  • Oxford Financial Group's Meta Platforms (Facebook) position peaked at $3.2M in Q3 2025.
  • 5,069 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.