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

Evercore 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 		$3.6M Hold
6,299
– – 0.06% 119
2025
Q4 		$4.16M Hold
6,299
– – 0.06% 114
2025
Q3 		$4.63M Sell
6,299
-220
-3% -$164K 0.07% 109
2025
Q2 		$4.81M Sell
6,519
-363
-5% -$224K 0.07% 102
2025
Q1 		$3.97M Sell
6,882
-344
-5% -$222K 0.06% 112
2024
Q4 		$4.23M Buy
7,226
+79
+1% +$46.4K 0.06% 113
2024
Q3 		$4.09M Sell
7,147
-48
-0.7% -$24.7K 0.06% 111
2024
Q2 		$3.63M Sell
7,195
-156
-2% -$75.8K 0.06% 115
2024
Q1 		$3.57M Sell
7,351
-258
-3% -$115K 0.06% 120
2023
Q4 		$2.69M Buy
7,609
+998
+15% +$325K 0.05% 140
2023
Q3 		$1.98M Buy
6,611
+679
+11% +$205K 0.04% 155
2023
Q2 		$1.7M Buy
5,932
+367
+7% +$90.6K 0.03% 173
2023
Q1 		$1.18M Sell
5,565
-120
-2% -$20.4K 0.02% 198
2022
Q4 		$684K Sell
5,685
-1,035
-15% -$122K 0.01% 243
2022
Q3 		$912K Sell
6,720
-52
-0.8% -$8.43K 0.02% 210
2022
Q2 		$1.09M Sell
6,772
-5,444
-45% -$1.05M 0.02% 200
2022
Q1 		$2.72M Buy
12,216
+3,577
+41% +$894K 0.05% 140
2021
Q4 		$2.91M Sell
8,639
-1,297
-13% -$431K 0.05% 141
2021
Q3 		$3.37M Sell
9,936
-405
-4% -$146K 0.06% 129
2021
Q2 		$3.6M Sell
10,341
-231
-2% -$74.1K 0.07% 125
2021
Q1 		$3.11M Sell
10,572
-2,859
-21% -$770K 0.06% 135
2020
Q4 		$3.67M Sell
13,431
-170
-1% -$46.6K 0.08% 115
2020
Q3 		$3.56M Sell
13,601
-203
-1% -$52.4K 0.09% 104
2020
Q2 		$3.13M Buy
13,804
+420
+3% +$87.7K 0.08% 110
2020
Q1 		$2.23M Sell
13,384
-7
-0.1% -$1.37K 0.07% 121
2019
Q4 		$2.75M Buy
13,391
+671
+5% +$130K 0.07% 130
2019
Q3 		$2.27M Sell
12,720
-608
-5% -$116K 0.07% 141
2019
Q2 		$2.57M Buy
13,328
+1,059
+9% +$193K 0.08% 134
2019
Q1 		$2.04M Buy
12,269
+2,420
+25% +$385K 0.07% 145
2018
Q4 		$1.29M Sell
9,849
-1,352
-12% -$196K 0.05% 162
2018
Q3 		$1.84M Buy
11,201
+1,248
+13% +$226K 0.06% 152
2018
Q2 		$1.93M Buy
9,953
+292
+3% +$52.8K 0.07% 142
2018
Q1 		$1.54M Sell
9,661
-12,803
-57% -$2.3M 0.06% 149
2017
Q4 		$3.96M Sell
22,464
-1,751
-7% -$309K 0.15% 92
2017
Q3 		$4.14M Sell
24,215
-422
-2% -$70.4K 0.16% 89
2017
Q2 		$3.72M Buy
24,637
+2,354
+11% +$350K 0.14% 98
2017
Q1 		$3.17M Buy
22,283
+485
+2% +$64.8K 0.12% 106
2016
Q4 		$2.51M Sell
21,798
-2,500
-10% -$307K 0.1% 118
2016
Q3 		$3.12M Sell
24,298
-70
-0.3% -$8.69K 0.13% 109
2016
Q2 		$2.78M Sell
24,368
-1,666
-6% -$192K 0.12% 111
2016
Q1 		$2.97M Sell
26,034
-648
-2% -$68.4K 0.13% 104
2015
Q4 		$2.79M Buy
26,682
+728
+3% +$74.8K 0.13% 112
2015
Q3 		$2.33M Sell
25,954
-1,248
-5% -$115K 0.11% 117
2015
Q2 		$2.33M Buy
27,202
+5,464
+25% +$446K 0.11% 125
2015
Q1 		$1.78M Buy
21,738
+146
+0.7% +$11.4K 0.08% 149
2014
Q4 		$1.69M Sell
21,592
-32
-0.1% -$2.45K 0.08% 134
2014
Q3 		$1.71M Buy
21,624
+6,229
+40% +$457K 0.09% 150
2014
Q2 		$1.03M Sell
15,395
-2,887
-16% -$178K 0.05% 185
2014
Q1 		$1.1M Sell
18,282
-4,785
-21% -$303K 0.06% 175
2013
Q4 		$1.26M Sell
23,067
-78,827
-77% -$3.96M 0.07% 170
2013
Q3 		$5.12M Buy
101,894
+9,834
+11% +$366K 0.29% 93
2013
Q2 		$2.29M Buy
+92,060
New +$2.36M 0.13% 150

Other funds holding META

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Evercore Wealth Management's META Position: Q1 2026 in Review

Evercore Wealth Management held its Meta Platforms (Facebook) (META) position steady in Q1 2026 at 6,299 shares worth $3.6M. The position accounts for 0.06% of the portfolio, ranked #119.

Evercore Wealth Management first reported a position in META in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.12M in Q3 2013. 5,080 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Evercore Wealth Management held 6,299 shares of Meta Platforms (Facebook) worth $3.6M as of Q1 2026.
  • Evercore Wealth Management left its Meta Platforms (Facebook) share count unchanged in Q1 2026.
  • Meta Platforms (Facebook) made up 0.06% of Evercore Wealth Management's portfolio in Q1 2026, its #119 holding.
  • Evercore Wealth Management first reported a position in Meta Platforms (Facebook) in Q2 2013 and has held it in 52 quarters since.
  • Evercore Wealth Management's Meta Platforms (Facebook) position peaked at $5.12M in Q3 2013.
  • 5,080 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.