EFA
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Evernest Financial Advisors’s Meta Platforms (Facebook) META Stock Holding History

Evernest Financial Advisors’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 		$1.04M Sell
1,539
-670
-30% -$429K 0.22% 70
2025
Q4 		$1.5M Sell
2,209
-465
-17% -$311K 0.31% 48
2025
Q3 		$1.96M Sell
2,674
-20
-0.7% -$14.9K 0.55% 40
2025
Q2 		$1.99M Buy
2,694
+415
+18% +$256K 0.64% 34
2025
Q1 		$1.31M Buy
2,279
+689
+43% +$445K 0.47% 44
2024
Q4 		$931K Buy
1,590
+47
+3% +$27.6K 0.24% 71
2024
Q3 		$883K Buy
1,543
+184
+14% +$94.7K 0.24% 70
2024
Q2 		$685K Hold
1,359
– – 0.31% 70
2024
Q1 		$654K Buy
1,359
+160
+13% +$71.4K 0.31% 72
2023
Q4 		$424K Buy
+1,199
New +$390K 0.22% 93
2021
Q4 		$536K Buy
+1,146
New +$380K 0.28% 77

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

Evernest Financial Advisors's META Position: Q1 2026 in Review

Evernest Financial Advisors reduced its Meta Platforms (Facebook) (META) stake by 30% in Q1 2026, selling an estimated $429K and leaving 1,539 shares worth $1.04M. The position accounts for 0.22% of the portfolio, ranked #70.

Evernest Financial Advisors first reported a position in META in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.99M in Q2 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Evernest Financial Advisors held 1,539 shares of Meta Platforms (Facebook) worth $1.04M as of Q1 2026.
  • Evernest Financial Advisors sold 670 Meta Platforms (Facebook) shares in Q1 2026, an estimated $429K.
  • Meta Platforms (Facebook) made up 0.22% of Evernest Financial Advisors's portfolio in Q1 2026, its #70 holding.
  • Evernest Financial Advisors first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 11 quarters since.
  • Evernest Financial Advisors's Meta Platforms (Facebook) position peaked at $1.99M in Q2 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.