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

Evelyn Partners Asset 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	$3.31M	Buy	5,783 +174	+3%	+$112K	0.82%	38
2025 Q4	$3.7M	Sell	5,609 -92	-2%	-$61.4K	0.87%	38
2025 Q3	$4.19M	Buy	5,701 +208	+4%	+$155K	0.95%	36
2025 Q2	$4.05M	Buy	5,493 +172	+3%	+$106K	1.03%	34
2025 Q1	$3.07M	Buy	5,321 +27	+0.5%	+$17.4K	0.85%	34
2024 Q4	$3.1M	Buy	+5,294	New	+$3.11M	0.83%	35

Other funds holding META

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Evelyn Partners Asset Management's META Position: Q1 2026 in Review

Evelyn Partners Asset Management increased its Meta Platforms (Facebook) (META) stake by 3.1% in Q1 2026, buying an estimated $112K and bringing the position to 5,783 shares worth $3.31M. The position accounts for 0.82% of the portfolio, ranked #38.

Evelyn Partners Asset Management first reported a position in META in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.19M in Q3 2025. 5,095 funds tracked by Wall St. Rank hold META as of Q1 2026.

Evelyn Partners Asset Management held 5,783 shares of Meta Platforms (Facebook) worth $3.31M as of Q1 2026.
Evelyn Partners Asset Management bought 174 Meta Platforms (Facebook) shares in Q1 2026, an estimated $112K.
Meta Platforms (Facebook) made up 0.82% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #38 holding.
Evelyn Partners Asset Management first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Asset Management's Meta Platforms (Facebook) position peaked at $4.19M in Q3 2025.
5,095 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.