SWM
META icon

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

SilverOak 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
Q1 		$3.52M Sell
6,152
-861
-12% -$552K 0.56% 24
2025
Q4 		$4.63M Buy
7,013
+740
+12% +$494K 0.73% 22
2025
Q3 		$4.61M Buy
6,273
+499
+9% +$371K 0.78% 19
2025
Q2 		$4.26M Buy
5,774
+599
+12% +$370K 0.8% 18
2025
Q1 		$2.98M Buy
5,175
+510
+11% +$329K 0.64% 21
2024
Q4 		$2.73M Buy
4,665
+11
+0.2% +$6.46K 0.59% 25
2024
Q3 		$2.66M Sell
4,654
-432
-8% -$222K 0.6% 24
2024
Q2 		$2.56M Buy
5,086
+86
+2% +$41.8K 0.62% 23
2024
Q1 		$2.43M Buy
5,000
+233
+5% +$104K 0.6% 24
2023
Q4 		$1.69M Buy
+4,767
New +$1.55M 0.46% 29

Other funds holding META

BlackRock
BlackRock New York $5.7T 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 $1.47T 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return