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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 		– Sell
-2,000
Closed -$1.28M – 1154
2025
Q4 		$1.32M Buy
+2,000
New +$1.34M 0.03% 390
2025
Q3 		– Hold
0
– – – 648
2025
Q2 		– Hold
0
– – – 542

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.