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

Evelyn Partners Investment Management Services’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 		$19.5M Buy
34,145
+4,071
+14% +$2.61M 2.3% 12
2025
Q4 		$19.9M Buy
30,074
+5,410
+22% +$3.61M 2.49% 13
2025
Q3 		$18.1M Buy
24,664
+1,480
+6% +$1.1M 2.43% 11
2025
Q2 		$17.1M Buy
23,184
+2,298
+11% +$1.42M 2.57% 11
2025
Q1 		$12M Buy
20,886
+1,668
+9% +$1.08M 1.98% 16
2024
Q4 		$11.3M Buy
+19,218
New +$11.3M 1.96% 17

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

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

Evelyn Partners Investment Management Services increased its Meta Platforms (Facebook) (META) stake by 14% in Q1 2026, buying an estimated $2.61M and bringing the position to 34,145 shares worth $19.5M. The position accounts for 2.3% of the portfolio, ranked #12.

Evelyn Partners Investment Management Services first reported a position in META in Q4 2024 and has held it in 6 quarters since. The position peaked at $19.9M in Q4 2025. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Evelyn Partners Investment Management Services held 34,145 shares of Meta Platforms (Facebook) worth $19.5M as of Q1 2026.
  • Evelyn Partners Investment Management Services bought 4,071 Meta Platforms (Facebook) shares in Q1 2026, an estimated $2.61M.
  • Meta Platforms (Facebook) made up 2.3% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #12 holding.
  • Evelyn Partners Investment Management Services first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management Services's Meta Platforms (Facebook) position peaked at $19.9M in Q4 2025.
  • 5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

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