Evermay Wealth Management’s Meta Platforms (Facebook) META Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.16M | Sell |
3,840
-735
| -16% | -$449K | 0.22% | 45 |
|
|
2026
Q1 | $2.62M | Buy |
4,575
+21
| +0.5% | +$13.5K | 0.29% | 36 |
|
|
2025
Q4 | $3.01M | Sell |
4,554
-284
| -6% | -$190K | 0.34% | 33 |
|
|
2025
Q3 | $3.55M | Sell |
4,838
-9
| -0.2% | -$6.7K | 0.41% | 31 |
|
|
2025
Q2 | $3.58M | Sell |
4,847
-7
| -0.1% | -$4.33K | 0.44% | 27 |
|
|
2025
Q1 | $2.8M | Sell |
4,854
-30
| -0.6% | -$19.4K | 0.37% | 31 |
|
|
2024
Q4 | $2.86M | Sell |
4,884
-122
| -2% | -$71.6K | 0.43% | 34 |
|
|
2024
Q3 | $2.87M | Sell |
5,006
-70
| -1% | -$36K | 0.46% | 33 |
|
|
2024
Q2 | $2.56M | Hold |
5,076
| – | – | 0.41% | 35 |
|
|
2024
Q1 | $2.46M | Sell |
5,076
-110
| -2% | -$49.1K | 0.37% | 41 |
|
|
2023
Q4 | $1.84M | Buy |
5,186
+1,190
| +30% | +$388K | 0.34% | 36 |
|
|
2023
Q3 | $1.2M | Sell |
3,996
-26
| -0.6% | -$7.83K | 0.25% | 47 |
|
|
2023
Q2 | $1.15M | Sell |
4,022
-138
| -3% | -$34.1K | 0.22% | 46 |
|
|
2023
Q1 | $882K | Sell |
4,160
-243
| -6% | -$41.4K | 0.18% | 64 |
|
|
2022
Q4 | $530K | Sell |
4,403
-171
| -4% | -$20.1K | 0.11% | 93 |
|
|
2022
Q3 | $621K | Sell |
4,574
-156
| -3% | -$25.3K | 0.12% | 78 |
|
|
2022
Q2 | $763K | Sell |
4,730
-420
| -8% | -$81K | 0.15% | 65 |
|
|
2022
Q1 | $1.15M | Sell |
5,150
-30
| -0.6% | -$7.5K | 0.19% | 56 |
|
|
2021
Q4 | $1.74M | Sell |
5,180
-38
| -0.7% | -$12.6K | 0.31% | 30 |
|
|
2021
Q3 | $1.77M | Sell |
5,218
-68
| -1% | -$24.5K | 0.34% | 23 |
|
|
2021
Q2 | $1.84M | Sell |
5,286
-190
| -3% | -$61K | 0.34% | 26 |
|
|
2021
Q1 | $1.61M | Sell |
5,476
-660
| -11% | -$178K | 0.32% | 31 |
|
|
2020
Q4 | $1.68M | Sell |
6,136
-967
| -14% | -$265K | 0.37% | 29 |
|
|
2020
Q3 | $1.86M | Sell |
7,103
-126
| -2% | -$32.5K | 0.46% | 27 |
|
|
2020
Q2 | $1.64M | Sell |
7,229
-54
| -0.7% | -$11.3K | 0.43% | 28 |
|
|
2020
Q1 | $1.22M | Sell |
7,283
-80
| -1% | -$15.7K | 0.37% | 31 |
|
|
2019
Q4 | $1.51M | Sell |
7,363
-5
| -0.1% | -$968 | 0.37% | 35 |
|
|
2019
Q3 | $1.31M | Sell |
7,368
-585
| -7% | -$111K | 0.36% | 35 |
|
|
2019
Q2 | $1.53M | Sell |
7,953
-232
| -3% | -$42.4K | 0.43% | 29 |
|
|
2019
Q1 | $1.36M | Sell |
8,185
-639
| -7% | -$102K | 0.39% | 32 |
|
|
2018
Q4 | $1.16M | Sell |
8,824
-1,620
| -16% | -$235K | 0.37% | 32 |
|
|
2018
Q3 | $1.72M | Sell |
10,444
-35
| -0.3% | -$6.34K | 0.54% | 24 |
|
|
2018
Q2 | $2.04M | Sell |
10,479
-18
| -0.2% | -$3.25K | 0.68% | 18 |
|
|
2018
Q1 | $1.68M | Buy |
10,497
+4,155
| +66% | +$746K | 0.58% | 21 |
|
|
2017
Q4 | $1.12M | Buy |
+6,342
| New | +$1.12M | 0.41% | 31 |
|
Other funds holding META
Evermay Wealth Management's META Position: Q2 2026 in Review
Evermay Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 16% in Q2 2026, selling an estimated $449K and leaving 3,840 shares worth $2.16M. The position accounts for 0.22% of the portfolio, ranked #45.
Evermay Wealth Management first reported a position in META in Q4 2017 and has held it in 35 quarters since. The position peaked at $3.58M in Q2 2025. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.
- Evermay Wealth Management held 3,840 shares of Meta Platforms (Facebook) worth $2.16M as of Q2 2026.
- Evermay Wealth Management sold 735 Meta Platforms (Facebook) shares in Q2 2026, an estimated $449K.
- Meta Platforms (Facebook) made up 0.22% of Evermay Wealth Management's portfolio in Q2 2026, its #45 holding.
- Evermay Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2017 and has held it in 35 quarters since.
- Evermay Wealth Management's Meta Platforms (Facebook) position peaked at $3.58M in Q2 2025.
- 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.
Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.