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 Q2	$556K	Sell	1,322 -58	-4%	-$23.1K	0.78%	30
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Axim Planning & Wealth's TSLA Position: Q2 2026 in Review

Axim Planning & Wealth reduced its Tesla (TSLA) stake by 4.2% in Q2 2026, selling an estimated $23.1K and leaving 1,322 shares worth $556K. The position accounts for 0.78% of the portfolio, ranked #30.

Axim Planning & Wealth first reported a position in TSLA in Q2 2022 and has held it in 11 quarters since. The position peaked at $665K in Q2 2025. 4,317 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Axim Planning & Wealth held 1,322 shares of Tesla worth $556K as of Q2 2026.
Axim Planning & Wealth sold 58 Tesla shares in Q2 2026, an estimated $23.1K.
Tesla made up 0.78% of Axim Planning & Wealth's portfolio in Q2 2026, its #30 holding.
Axim Planning & Wealth first reported a position in Tesla in Q2 2022 and has held it in 11 quarters since.
Axim Planning & Wealth's Tesla position peaked at $665K in Q2 2025.
4,317 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Axim Planning & Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.