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Beese Fulmer Investment Management’s Tesla TSLA Stock Holding History

Beese Fulmer Investment 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
Q1 		$873K Buy
2,348
+385
+20% +$159K 0.06% 161
2025
Q4 		$883K Sell
1,963
-218
-10% -$96.6K 0.06% 156
2025
Q3 		$970K Sell
2,181
-1
-0% -$347 0.07% 146
2025
Q2 		$693K Buy
2,182
+288
+15% +$86.8K 0.05% 158
2025
Q1 		$491K Buy
1,894
+154
+9% +$51.3K 0.04% 156
2024
Q4 		$703K Buy
1,740
+73
+4% +$23.5K 0.06% 135
2024
Q3 		$436K Sell
1,667
-344
-17% -$78.4K 0.04% 168
2024
Q2 		$398K Sell
2,011
-279
-12% -$48.8K 0.04% 165
2024
Q1 		$403K Buy
2,290
+533
+30% +$104K 0.04% 165
2023
Q4 		$437K Buy
1,757
+600
+52% +$143K 0.05% 154
2023
Q3 		$290K Buy
1,157
+15
+1% +$3.85K 0.03% 179
2023
Q2 		$299K Hold
1,142
– – 0.03% 180
2023
Q1 		$237K Buy
+1,142
New +$199K 0.03% 195
2022
Q4 		– Sell
-878
Closed -$233K – 223
2022
Q3 		$233K Buy
+878
New +$245K 0.03% 187
2022
Q2 		– Sell
-852
Closed -$306K – 234
2022
Q1 		$306K Buy
852
+18
+2% +$5.61K 0.03% 183
2021
Q4 		$294K Hold
834
– – 0.03% 191
2021
Q3 		$216K Sell
834
-75
-8% -$17.7K 0.02% 221
2021
Q2 		$206K Buy
+909
New +$197K 0.02% 218
2020
Q3 		– Sell
-585
Closed -$42K – 513
2020
Q2 		$42K Buy
+585
New +$31.6K 0.01% 340

Other funds holding TSLA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Beese Fulmer Investment Management's TSLA Position: Q1 2026 in Review

Beese Fulmer Investment Management increased its Tesla (TSLA) stake by 20% in Q1 2026, buying an estimated $159K and bringing the position to 2,348 shares worth $873K. The position accounts for 0.06% of the portfolio, ranked #161.

Beese Fulmer Investment Management first reported a position in TSLA in Q2 2020 and has held it in 19 quarters since. The position peaked at $970K in Q3 2025. 4,176 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Beese Fulmer Investment Management held 2,348 shares of Tesla worth $873K as of Q1 2026.
  • Beese Fulmer Investment Management bought 385 Tesla shares in Q1 2026, an estimated $159K.
  • Tesla made up 0.06% of Beese Fulmer Investment Management's portfolio in Q1 2026, its #161 holding.
  • Beese Fulmer Investment Management first reported a position in Tesla in Q2 2020 and has held it in 19 quarters since.
  • Beese Fulmer Investment Management's Tesla position peaked at $970K in Q3 2025.
  • 4,176 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.