Meta Platforms, Inc.
MX ˙ BMV ˙ US30303M1027
SecurityMX:META / Meta Platforms, Inc.
InstitutionEvermay Wealth Management Llc
Latest Disclosed Ownership4,575 shares
Latest Disclosed Value $ 2,617,495
Evermay Wealth Management Llc reports 0.46% increase in ownership of META / Meta Platforms, Inc.

On May 11, 2026 - Evermay Wealth Management Llc filed a 13F-HR form disclosing ownership of 4,575 shares of Meta Platforms, Inc. (MX:META) valued at $2,617,495 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 4,554 shares of Meta Platforms, Inc.. This represents a change in shares of 0.46% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-11 2026-03-31 13F META PLATFORMS CL A 30303M102 4,575 21 0.46 2,617 -12.94 0.2902
2026-01-22 2025-12-31 13F META PLATFORMS CL A 30303M102 4,554 -284 -5.87 3,006 -15.37 0.3373
2025-11-05 2025-09-30 13F META PLATFORMS CL A 30303M102 4,838 -9 -0.19 3,553 -0.70 0.4063
2025-07-30 2025-06-30 13F META PLATFORMS CL A 30303M102 4,847 -7 -0.14 3,578 27.89 0.4403
2025-05-07 2025-03-31 13F META PLATFORMS CL A 30303M102 4,854 -30 -0.61 2,798 -2.17 0.3674
2025-01-24 2024-12-31 13F META PLATFORMS CL A 30303M102 4,884 -122 -2.44 2,860 -0.21 0.4331
2024-10-25 2024-09-30 13F META PLATFORMS CL A 30303M102 5,006 -70 -1.38 2,866 11.96 0.4605
2024-08-01 2024-06-30 13F META PLATFORMS CL A 30303M102 5,076 0 0.00 2,559 3.86 0.4104
2024-05-14 2024-03-31 13F META PLATFORMS CL A 30303M102 5,076 -110 -2.12 2,465 34.28 0.3723
2024-02-12 2023-12-31 13F META PLATFORMS CL A 30303M102 5,186 1,190 29.78 1,836 53.04 0.3390
2023-11-14 2023-09-30 13F META PLATFORMS CL A 30303M102 3,996 -26 -0.65 1,200 3.90 0.2451
2023-08-10 2023-06-30 13F META PLATFORMS CL A 30303M102 4,022 -138 -3.32 1,154 30.99 0.2222
2023-05-15 2023-03-31 13F META PLATFORMS CL A 30303M102 4,160 -243 -5.52 882 66.54 0.1779
2023-01-19 2022-12-31 13F META PLATFORMS CL A 30303M102 4,403 -171 -3.74 530 -14.81 0.1079
2022-11-14 2022-09-30 13F META PLATFORMS CL A 30303M102 4,574 -156 -3.30 621 -18.61 0.1235
2022-08-15 2022-06-30 13F META PLATFORMS CL A 30303M102 4,730 -420 -8.16 763 -33.36 0.1481
2022-05-16 2022-03-31 13F META PLATFORMS CL A 30303M102 5,150 -30 -0.58 1,145 -34.27 0.1920
2022-02-14 2021-12-31 13F META PLATFORMS CL A 30303M102 5,180 -38 -0.73 1,742 -1.64 0.3113
2021-11-12 2021-09-30 13F/A-1 FACEBOOK CL A 30303M102 5,218 -68 -1.29 1,771 -3.65 0.3431
2021-11-12 2021-09-30 13F FACEBOOK CL A 30303M102 5,286 0 1,838 0.3405
2021-08-13 2021-06-30 13F FACEBOOK CL A 30303M102 5,286 -190 -3.47 1,838 13.95 0.3405
2021-05-10 2021-03-31 13F FACEBOOK CL A 30303M102 5,476 -660 -10.76 1,613 -3.76 0.3225
2021-02-16 2020-12-31 13F FACEBOOK CL A 30303M102 6,136 -967 -13.61 1,676 -9.89 0.3695
2020-11-05 2020-09-30 13F FACEBOOK CL A 30303M102 7,103 -126 -1.74 1,860 13.35 0.4568
2020-07-20 2020-06-30 13F FACEBOOK CL A 30303M102 7,229 -54 -0.74 1,641 35.06 0.4318
2020-04-24 2020-03-31 13F FACEBOOK CL A 30303M102 7,283 -80 -1.09 1,215 -19.59 0.3687
2020-02-11 2019-12-31 13F FACEBOOK CL A 30303M102 7,363 -5 -0.07 1,511 15.17 0.3715
2019-10-29 2019-09-30 13F FACEBOOK CL A 30303M102 7,368 -585 -7.36 1,312 -14.53 0.3576
2019-07-23 2019-06-30 13F FACEBOOK CL A 30303M102 7,953 -232 -2.83 1,535 12.54 0.4264
2019-05-03 2019-03-31 13F FACEBOOK CL A 30303M102 8,185 -639 -7.24 1,364 17.89 0.3857
2019-01-24 2018-12-31 13F FACEBOOK CL A 30303M102 8,824 -1,620 -15.51 1,157 -32.65 0.3746
2018-10-29 2018-09-30 13F FACEBOOK CL A 30303M102 10,444 -35 -0.33 1,718 -15.62 0.5363
2018-08-03 2018-06-30 13F FACEBOOK CL A 30303M102 10,479 -18 -0.17 2,036 21.41 0.6782
2018-05-04 2018-03-31 13F FACEBOOK CL A 30303M102 10,497 4,155 65.52 1,677 49.87 0.5780
2018-02-07 2017-12-31 13F FACEBOOK CL A 30303M102 6,342 6,342 1,119 0.4098
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.