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BAM Wealth Management’s Tesla TSLA Stock Holding History

BAM Wealth Management’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 		$756K Buy
1,798
+305
+20% +$121K 0.47% 57
2026
Q1 		$555K Buy
1,493
+7
+0.5% +$2.88K 0.42% 68
2025
Q4 		$668K Buy
1,486
+86
+6% +$38.1K 0.48% 58
2025
Q3 		$623K Buy
+1,400
New +$486K 0.48% 58

Other funds holding TSLA

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

BAM Wealth Management's TSLA Position: Q2 2026 in Review

BAM Wealth Management increased its Tesla (TSLA) stake by 20% in Q2 2026, buying an estimated $121K and bringing the position to 1,798 shares worth $756K. The position accounts for 0.47% of the portfolio, ranked #57.

BAM Wealth Management first reported a position in TSLA in Q3 2025 and has held it in 4 quarters since. 2,665 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • BAM Wealth Management held 1,798 shares of Tesla worth $756K as of Q2 2026.
  • BAM Wealth Management bought 305 Tesla shares in Q2 2026, an estimated $121K.
  • Tesla made up 0.47% of BAM Wealth Management's portfolio in Q2 2026, its #57 holding.
  • BAM Wealth Management first reported a position in Tesla in Q3 2025 and has held it in 4 quarters since.
  • 2,665 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.