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Evergreen Wealth Solutions’s Meta Platforms (Facebook) META Stock Holding History

Evergreen Wealth Solutions’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 		$3.46M Buy
6,046
+3,756
+164% +$2.41M 0.24% 83
2025
Q4 		$1.51M Buy
2,290
+782
+52% +$522K 0.21% 58
2025
Q3 		$1.11M Sell
1,508
-493
-25% -$367K 0.62% 33
2025
Q2 		$1.48M Buy
2,001
+576
+40% +$356K 0.89% 24
2025
Q1 		$821K Sell
1,425
-302
-17% -$195K 0.55% 33
2024
Q4 		$1.01M Buy
1,727
+334
+24% +$196K 0.7% 30
2024
Q3 		$798K Sell
1,393
-155
-10% -$79.8K 0.54% 30
2024
Q2 		$781K Sell
1,548
-227
-13% -$110K 0.55% 35
2024
Q1 		$862K Sell
1,775
-550
-24% -$245K 0.64% 35
2023
Q4 		$823K Sell
2,325
-124
-5% -$40.4K 0.7% 38
2023
Q3 		$735K Sell
2,449
-243
-9% -$73.2K 0.74% 37
2023
Q2 		$773K Sell
2,692
-313
-10% -$77.2K 0.78% 39
2023
Q1 		$637K Sell
3,005
-91
-3% -$15.5K 0.74% 43
2022
Q4 		$373K Buy
3,096
+781
+34% +$91.7K 0.49% 64
2022
Q3 		$314K Sell
2,315
-117
-5% -$19K 0.45% 67
2022
Q2 		$392K Buy
2,432
+550
+29% +$106K 0.48% 66
2022
Q1 		$418K Sell
1,882
-327
-15% -$81.7K 0.41% 58
2021
Q4 		$743K Buy
+2,209
New +$733K 0.67% 39

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 Wealth Solutions's META Position: Q1 2026 in Review

Evergreen Wealth Solutions increased its Meta Platforms (Facebook) (META) stake by 164% in Q1 2026, buying an estimated $2.41M and bringing the position to 6,046 shares worth $3.46M. The position accounts for 0.24% of the portfolio, ranked #83.

Evergreen Wealth Solutions first reported a position in META in Q4 2021 and has held it in 18 quarters since. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Evergreen Wealth Solutions held 6,046 shares of Meta Platforms (Facebook) worth $3.46M as of Q1 2026.
  • Evergreen Wealth Solutions bought 3,756 Meta Platforms (Facebook) shares in Q1 2026, an estimated $2.41M.
  • Meta Platforms (Facebook) made up 0.24% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #83 holding.
  • Evergreen Wealth Solutions first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 18 quarters since.
  • 5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

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