OWG
META icon

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

Oxford Wealth 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 		$3.7M Sell
6,471
-74
-1% -$47.4K 2.02% 16
2025
Q4 		$4.32M Buy
+6,545
New +$4.37M 2.1% 10
2024
Q4 		$4.71M Sell
8,041
-137
-2% -$80.4K 3.04% 7
2024
Q3 		$4.68M Sell
8,178
-1,199
-13% -$617K 3.81% 5
2024
Q2 		$4.73M Buy
9,377
+1,415
+18% +$688K 3.25% 5
2024
Q1 		$3.87M Buy
+7,962
New +$3.55M 3.52% 4

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 Wealth Group's META Position: Q1 2026 in Review

Oxford Wealth Group reduced its Meta Platforms (Facebook) (META) stake by 1.1% in Q1 2026, selling an estimated $47.4K and leaving 6,471 shares worth $3.7M. The position accounts for 2.02% of the portfolio, ranked #16.

Oxford Wealth Group first reported a position in META in Q1 2024 and has held it in 6 quarters since. The position peaked at $4.73M in Q2 2024. 5,071 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Oxford Wealth Group held 6,471 shares of Meta Platforms (Facebook) worth $3.7M as of Q1 2026.
  • Oxford Wealth Group sold 74 Meta Platforms (Facebook) shares in Q1 2026, an estimated $47.4K.
  • Meta Platforms (Facebook) made up 2.02% of Oxford Wealth Group's portfolio in Q1 2026, its #16 holding.
  • Oxford Wealth Group first reported a position in Meta Platforms (Facebook) in Q1 2024 and has held it in 6 quarters since.
  • Oxford Wealth Group's Meta Platforms (Facebook) position peaked at $4.73M in Q2 2024.
  • 5,071 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Oxford Wealth Group's 13F filing for Q1 2026, filed 11 May 2026.