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Beaumont Financial Advisors’s Tesla TSLA Stock Holding History

Beaumont Financial Advisors’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 		$1.75M Buy
4,151
+78
+2% +$31K 0.11% 116
2026
Q1 		$1.51M Buy
4,073
+92
+2% +$37.9K 0.1% 121
2025
Q4 		$1.79M Buy
3,981
+118
+3% +$52.3K 0.12% 107
2025
Q3 		$1.72M Buy
3,863
+153
+4% +$53.1K 0.11% 109
2025
Q2 		$1.18M Sell
3,710
-337
-8% -$102K 0.09% 132
2025
Q1 		$1.05M Buy
4,047
+731
+22% +$244K 0.08% 143
2024
Q4 		$1.34M Buy
3,316
+428
+15% +$138K 0.1% 127
2024
Q3 		$756K Buy
2,888
+566
+24% +$129K 0.06% 168
2024
Q2 		$459K Sell
2,322
-60
-3% -$10.5K 0.04% 222
2024
Q1 		$419K Sell
2,382
-849
-26% -$166K 0.03% 228
2023
Q4 		$803K Buy
3,231
+3
+0.1% +$713 0.07% 154
2023
Q3 		$808K Buy
3,228
+599
+23% +$154K 0.08% 139
2023
Q2 		$688K Buy
2,629
+605
+30% +$121K 0.06% 164
2023
Q1 		$420K Sell
2,024
-475
-19% -$82.9K 0.04% 190
2022
Q4 		$308K Sell
2,499
-7,000
-74% -$1.33M 0.03% 251
2022
Q3 		$2.52M Buy
9,499
+1,927
+25% +$538K 0.24% 58
2022
Q2 		$1.9M Buy
7,572
+5,511
+267% +$1.5M 0.17% 83
2022
Q1 		$740K Buy
2,061
+54
+3% +$16.8K 0.06% 176
2021
Q4 		$707K Sell
2,007
-3
-0.1% -$1.01K 0.05% 174
2021
Q3 		$520K Buy
2,010
+12
+0.6% +$2.82K 0.04% 196
2021
Q2 		$453K Sell
1,998
-183
-8% -$39.7K 0.03% 225
2021
Q1 		$486K Buy
2,181
+933
+75% +$234K 0.04% 199
2020
Q4 		$294K Buy
+1,248
New +$213K 0.03% 274

Other funds holding TSLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Beaumont Financial Advisors's TSLA Position: Q2 2026 in Review

Beaumont Financial Advisors increased its Tesla (TSLA) stake by 1.9% in Q2 2026, buying an estimated $31K and bringing the position to 4,151 shares worth $1.75M. The position accounts for 0.11% of the portfolio, ranked #116.

Beaumont Financial Advisors first reported a position in TSLA in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.52M in Q3 2022. 4,283 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Beaumont Financial Advisors held 4,151 shares of Tesla worth $1.75M as of Q2 2026.
  • Beaumont Financial Advisors bought 78 Tesla shares in Q2 2026, an estimated $31K.
  • Tesla made up 0.11% of Beaumont Financial Advisors's portfolio in Q2 2026, its #116 holding.
  • Beaumont Financial Advisors first reported a position in Tesla in Q4 2020 and has held it in 23 quarters since.
  • Beaumont Financial Advisors's Tesla position peaked at $2.52M in Q3 2022.
  • 4,283 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.