Axim Planning & Wealth’s Tesla TSLA Stock Holding History

Axim Planning & Wealth’s Portfolio TSLA Stock Details TSLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$513K	Buy	1,380 +13	+1%	+$5.36K	0.62%	27
2025 Q4	$615K	Buy	1,367 +1	+0.1%	+$443	0.65%	29
2025 Q3	$607K	Sell	1,366 -728	-35%	-$252K	0.48%	24
2025 Q2	$665K	Buy	2,094 +278	+15%	+$83.8K	0.61%	13
2025 Q1	$471K	Buy	1,816 +751	+71%	+$250K	0.42%	9
2024 Q4	$430K	Sell	1,065 -246	-19%	-$79.1K	0.46%	12
2024 Q3	$343K	Buy	+1,311	New	+$299K	0.39%	15
2024 Q2	–	Sell	-1,225	Closed	-$215K	–	31
2024 Q1	$215K	Buy	+1,225	New	+$239K	0.17%	19
2022 Q4	–	Sell	-390	Closed	-$103K	–	152
2022 Q3	$103K	Hold	390	–	–	0.1%	30
2022 Q2	$88K	Buy	+390	New	+$106K	0.07%	27

Other funds holding TSLA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Axim Planning & Wealth's TSLA Position: Q1 2026 in Review

Axim Planning & Wealth increased its Tesla (TSLA) stake by 0.95% in Q1 2026, buying an estimated $5.36K and bringing the position to 1,380 shares worth $513K. The position accounts for 0.62% of the portfolio, ranked #27.

Axim Planning & Wealth first reported a position in TSLA in Q2 2022 and has held it in 10 quarters since. The position peaked at $665K in Q2 2025. 4,177 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Axim Planning & Wealth held 1,380 shares of Tesla worth $513K as of Q1 2026.
Axim Planning & Wealth bought 13 Tesla shares in Q1 2026, an estimated $5.36K.
Tesla made up 0.62% of Axim Planning & Wealth's portfolio in Q1 2026, its #27 holding.
Axim Planning & Wealth first reported a position in Tesla in Q2 2022 and has held it in 10 quarters since.
Axim Planning & Wealth's Tesla position peaked at $665K in Q2 2025.
4,177 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Axim Planning & Wealth's 13F filing for Q1 2026, filed 14 May 2026.