BWM
TSLA icon

BlackDiamond Wealth Management’s Tesla TSLA Stock Holding History

BlackDiamond 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
Q1 		$1.8M Buy
4,833
+156
+3% +$64.3K 0.86% 33
2025
Q4 		$1.95M Buy
4,677
+899
+24% +$399K 0.95% 30
2025
Q3 		$1.68M Sell
3,778
-416
-10% -$144K 0.92% 35
2025
Q2 		$1.26M Buy
4,194
+335
+9% +$101K 0.73% 37
2025
Q1 		$1.15M Buy
3,859
+1,051
+37% +$350K 0.78% 37
2024
Q4 		$1.13M Sell
2,808
-174
-6% -$56K 0.66% 44
2024
Q3 		$980K Buy
2,982
+587
+25% +$134K 0.59% 44
2024
Q2 		$476K Buy
2,395
+262
+12% +$45.8K 0.31% 77
2024
Q1 		$375K Buy
2,133
+173
+9% +$33.8K 0.27% 86
2023
Q4 		$355K Buy
1,960
+146
+8% +$34.7K 0.26% 85
2023
Q3 		$358K Buy
1,814
+187
+11% +$48K 0.32% 76
2023
Q2 		$432K Sell
1,627
-83
-5% -$16.6K 0.36% 71
2023
Q1 		$275K Sell
1,710
-130
-7% -$22.7K 0.28% 85
2022
Q4 		$219K Buy
1,840
+440
+31% +$83.3K 0.25% 101
2022
Q3 		$311K Buy
1,400
+92
+7% +$25.7K 0.37% 69
2022
Q2 		$324K Buy
1,308
+474
+57% +$129K 0.4% 71
2022
Q1 		$300K Buy
834
+33
+4% +$10.3K 0.36% 82
2021
Q4 		$282K Buy
+801
New +$269K 0.32% 93

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

BlackDiamond Wealth Management's TSLA Position: Q1 2026 in Review

BlackDiamond Wealth Management increased its Tesla (TSLA) stake by 3.3% in Q1 2026, buying an estimated $64.3K and bringing the position to 4,833 shares worth $1.8M. The position accounts for 0.86% of the portfolio, ranked #33.

BlackDiamond Wealth Management first reported a position in TSLA in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.95M in Q4 2025. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • BlackDiamond Wealth Management held 4,833 shares of Tesla worth $1.8M as of Q1 2026.
  • BlackDiamond Wealth Management bought 156 Tesla shares in Q1 2026, an estimated $64.3K.
  • Tesla made up 0.86% of BlackDiamond Wealth Management's portfolio in Q1 2026, its #33 holding.
  • BlackDiamond Wealth Management first reported a position in Tesla in Q4 2021 and has held it in 18 quarters since.
  • BlackDiamond Wealth Management's Tesla position peaked at $1.95M in Q4 2025.
  • 4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.