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Evergreen Capital Management’s Meta Platforms (Facebook) META Stock Holding History

Evergreen Capital 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 		$21.6M Sell
37,668
-9,514
-20% -$6.1M 0.47% 45
2025
Q4 		$31.1M Buy
47,182
+10,305
+28% +$6.88M 0.7% 23
2025
Q3 		$27.1M Buy
36,877
+3,799
+11% +$2.83M 0.64% 26
2025
Q2 		$24.4M Buy
33,078
+2,353
+8% +$1.45M 0.73% 23
2025
Q1 		$17.7M Sell
30,725
-183
-0.6% -$118K 0.59% 32
2024
Q4 		$18.1M Sell
30,908
-9
-0% -$5.28K 0.59% 35
2024
Q3 		$17.7M Sell
30,917
-1,058
-3% -$544K 0.59% 35
2024
Q2 		$16.1M Buy
31,975
+2,229
+7% +$1.08M 0.58% 37
2024
Q1 		$14.4M Sell
29,746
-1,814
-6% -$809K 0.55% 44
2023
Q4 		$11.2M Buy
31,560
+2,983
+10% +$971K 0.46% 61
2023
Q3 		$8.58M Buy
28,577
+125
+0.4% +$37.7K 0.38% 78
2023
Q2 		$8.17M Buy
28,452
+3,671
+15% +$906K 0.34% 84
2023
Q1 		$5.25M Buy
24,781
+2,159
+10% +$368K 0.24% 122
2022
Q4 		$2.72M Buy
22,622
+2,035
+10% +$239K 0.13% 186
2022
Q3 		$2.79M Buy
20,587
+1,388
+7% +$225K 0.15% 175
2022
Q2 		$3.1M Sell
19,199
-31,496
-62% -$6.08M 0.16% 156
2022
Q1 		$11.3M Buy
50,695
+6,965
+16% +$1.74M 0.46% 60
2021
Q4 		$14.7M Buy
43,730
+3,128
+8% +$1.04M 0.59% 37
2021
Q3 		$13.8M Buy
40,602
+2,357
+6% +$849K 0.62% 36
2021
Q2 		$13.3M Buy
38,245
+497
+1% +$159K 0.64% 35
2021
Q1 		$11.1M Sell
37,748
-6,210
-14% -$1.67M 0.57% 42
2020
Q4 		$12M Sell
43,958
-4,750
-10% -$1.3M 0.7% 31
2020
Q3 		$12.8M Buy
48,708
+409
+0.8% +$105K 0.88% 23
2020
Q2 		$11M Buy
48,299
+1,525
+3% +$318K 0.83% 29
2020
Q1 		$7.8M Buy
46,774
+3,413
+8% +$668K 0.73% 38
2019
Q4 		$8.9M Sell
43,361
-670
-2% -$130K 0.74% 31
2019
Q3 		$7.84M Sell
44,031
-487
-1% -$92.6K 0.73% 32
2019
Q2 		$8.59M Buy
44,518
+4,317
+11% +$789K 0.82% 25
2019
Q1 		$6.7M Buy
40,201
+690
+2% +$110K 0.67% 38
2018
Q4 		$5.18M Sell
39,511
-234
-0.6% -$33.9K 0.54% 49
2018
Q3 		$6.54M Sell
39,745
-227
-0.6% -$41.1K 0.58% 42
2018
Q2 		$7.77M Buy
39,972
+3,295
+9% +$595K 0.73% 33
2018
Q1 		$5.86M Buy
36,677
+1,946
+6% +$349K 0.56% 46
2017
Q4 		$6.13M Sell
34,731
-3,736
-10% -$660K 0.62% 45
2017
Q3 		$6.57M Buy
38,467
+36,967
+2,464% +$6.17M 0.77% 39
2017
Q2 		$226K Buy
+1,500
New +$223K 0.04% 126

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

Evergreen Capital Management's META Position: Q1 2026 in Review

Evergreen Capital Management reduced its Meta Platforms (Facebook) (META) stake by 20% in Q1 2026, selling an estimated $6.1M and leaving 37,668 shares worth $21.6M. The position accounts for 0.47% of the portfolio, ranked #45.

Evergreen Capital Management first reported a position in META in Q2 2017 and has held it in 36 quarters since. The position peaked at $31.1M in Q4 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Evergreen Capital Management held 37,668 shares of Meta Platforms (Facebook) worth $21.6M as of Q1 2026.
  • Evergreen Capital Management sold 9,514 Meta Platforms (Facebook) shares in Q1 2026, an estimated $6.1M.
  • Meta Platforms (Facebook) made up 0.47% of Evergreen Capital Management's portfolio in Q1 2026, its #45 holding.
  • Evergreen Capital Management first reported a position in Meta Platforms (Facebook) in Q2 2017 and has held it in 36 quarters since.
  • Evergreen Capital Management's Meta Platforms (Facebook) position peaked at $31.1M in Q4 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.